Perigon Wealth Management

Office address: 201 Mission St., Suite 1825, San Francisco, CA 94105
Website: perigonwealth.com
Year established: 2004
Company type: financial services
Employees: 150+
Expertise: wealth management, investment management, retirement planning, financial planning, impact and sustainable investing, concentrated stock position management, family office services, estate and legacy planning, alternative investments, career and compensation advisory
Parent company: Perigon Financial Holdings, LLC
Key people: Arthur Ambarik (CEO), Jeremy Paul and Jonathan Hoy (presidents), Rafia Hasan (chief investment officer), Philip Hart (founding partner), David Scarpello (CFO), Jonathan Robbins (general counsel)
Financing status: minority investor-backed

Perigon Wealth Management (Perigon) is an independent, advisor-led RIA headquartered in San Francisco. The firm manages about $11.2 billion in client assets across more than 20 US offices as of December 31, 2025. It aims to help individuals, families, and organizations meet their financial goals through planning, investing, and retirement strategies.

History of Perigon Wealth Management

Perigon was co-founded by Mat Johnson and Phil Hart in March 2004 as an independent advisory firm in San Francisco. The firm says that it was formed as a Delaware LLC to advise clients free from product-driven sales pressure. It ran as a smaller practice for more than a decade before its growth took a new turn.

Growth through partnerships

The firm's path shifted in January 2019 after a partnership with wealth management investor Merchant Investment Management. That backing gave Perigon Wealth Management the capital to begin acquiring advisory practices across the country.

Its first deal came in 2020 with a merger with RLP Wealth Management, whose leader Jeremy Paul joined as president. By 2022, Perigon Wealth Management had also merged with PM Wealth Management and allied with tax firm Prager Metis CPAs.

New backing and national expansion

Alternative asset manager Constellation Wealth Capital took a minority stake in January 2024 as Merchant exited after five years. Perigon then acquired three more firms that year, including New York-based Blue Water Capital Management.

The firm also promoted four advisors to partner in 2025 through its Path to Partnership equity program. The program gives select advisors a chance to earn ownership in the company over time.

Perigon Wealth Management's recent activities

The firm acquired Gitterman Wealth Management and Gitterman Asset Management in Edison, NJ, in 2025. The deal added $1.3 billion in client assets and a team focused on climate-based investing strategies.

Perigon Wealth Management also earned several InvestmentNews awards that same year. These include:

1. Best Wealth Managers & Advisors Under 40: Danny McAuliffe, wealth advisor at Perigon
2. Women to Watch Awards 2025: Mary Ballin, excellence awardee for portfolio manager of the year
3. $100M Club, Top Female Advisors 2025: Alexandra Quitko Baranski (Perigon East) and Mary Ballin (Walnut Creek)
4. Top Independent High-Net-Worth (HNW) Advisors 2025 (West): Perigon Wealth Management
5. Top Financial Advisors in the USA: Jeremy Paul, Perigon

Full details on these awards and special reports are available on the InvestmentNews Best in Wealth page.

Perigon Wealth Management products and services

Perigon offers a mix of in-house investment strategies, financial planning, and values-based advisory services:

Financial planning and advisory

• financial planning: customized plans for long-term client goals
• retirement planning: income and withdrawal strategies
• career advisory: compensation and benefits package guidance
• life transition support: guidance through divorce, career change, or loss
• complex family matters: estate and multigenerational wealth planning

Investment strategies

• Perigon Blue Chip: large-cap equities benchmarked to the S&P 500
• fixed income: taxable and tax-free bond portfolios
• Dimensional Fund Advisors (DFA): passive, multi-factor index strategies
• Perigon Enhanced Equity: options-based downside protection on equities
• concentrated position management: structured plans for single-stock holdings
• values-based investing: aligning portfolios with clients' personal and ethical values
• alternative investments: lower-correlation assets for risk-tolerant clients

Specialized services

• Perigon Private Wealth: family office for UHNW clients
• Impact Team: a group for climate, social, and values-based investing

Perigon Wealth Management also serves athletes, musicians, and entertainers by coordinating with their agents and business managers. The firm runs an open architecture platform that gives joining advisors transition, marketing, and growth support.

Culture and corporate values

The firm says it seeks to create a workplace where team members feel supported and encouraged to act with honesty. Perigon Wealth Management describes its culture as one built on three values:

1. positivity
2. authenticity
3. accountability

Perigon Wealth Management operates across 20-plus office locations in the US. It lists the following benefits and support for its team:

• hybrid and remote work: flexible location options across posted roles
• multi-custodial platform access: Schwab, Fidelity, Pershing, and SEI
• transition support: in-house specialists for compliance, tech, operations, and legal
• marketing support: digital content, social media, and thought leadership resources
• Path to Partnership: a 2024 program that lets select 1099 advisors earn equity over time

Perigon also runs a Women's Circle program, a recurring virtual event series led by its female advisors. The firm hosts client events and center-of-influence gatherings as part of its advisor growth support.

About CEO Arthur Ambarik and key people

Arthur Ambarik is a CFP and the CEO of Perigon Wealth Management. He has over 20 years of experience in advisory and operational leadership at Ameriprise and LPL. Ambarik graduated from Williams College with a BA in economics.

Perigon Wealth Management's leadership team includes:

• Jeremy Paul, JD, CFP, AIF, CDFA as the president and partner
• Rafia Hasan, CFA, CFP as the CIO
• Philip Hart as the founding partner and senior portfolio manager
• Jonathan Hoy as the president, corporate development
• David Scarpello, MSF as the CFO
• Jonathan Robbins as the general counsel and chief compliance officer

The leadership team covers firm-wide strategy, compliance, investments, and corporate development. This structure lets advisors focus on client relationships while the operations side runs in the background.

The future at Perigon

Perigon Wealth Management hired two senior leaders in early 2026 to build a proprietary growth platform for its advisory network. The firm brought on Jon Seif from robo-advisor Betterment and Luke Samuels from Wealth Enhancement Group to lead it. The platform combines marketing, AI, and lead tracking as Perigon shifts from acquisition-driven growth toward organic client generation.

Perigon Wealth Management also added three advisor-partners through its Path to Partnership program in March 2026. Wealth advisors Chris Spires, Ron Op het Veld, and Scott Yi cover areas like retirement plans, alternative investments, and private client services.

The equity pathway helps Perigon keep experienced advisors and gives clients access to partners with a long-term stake in the firm.

The latest Perigon Wealth Management news