Subscribe

Perigon scoops up $375M in assets with twin acquisitions

The rapidly growing firm has added RIAs in New York and Michigan to its national footprint.

Independent wealth management firm Perigon is continuing to grow its presence in the financial advisory landscape with the announcement of two new acquisitions.

Perigon Wealth Management has extended its reach in the Northeast with the addition of Blue Water and Lumin Financial.

Founded in 200

Subscribe or log in to read the rest of this content.

Related Topics:

Learn more about reprints and licensing for this article.

Recent Articles by Author

High school financial literacy education now mandatory in Oklahoma

State Governor Stitt signs legislation adding financial literacy education as a requirement for high school graduation.

Carson expands East Coast presence with three new locations

The national RIA has fully acquired three new branches in Maryland, Georgia, and Tennesee, all led by a 25-year industry veteran.

Do private debt fund returns offset their risks?

A new study asks how well the fast-growing alternative investment vehicles perform based on equity and debt benchmarks.

American College strikes AI advisor matchmaking partnership

The nonprofit educational institution is helping advisors find prospective clients through an exclusive tech collaboration.

How wide is the generation gap at family businesses?

New report shows current and next-generation leaders split on succession planning, risks, and ownership retention.

X

Subscribe and Save 60%

Premium Access
Print + Digital

Learn more
Subscribe to Print