Perigon Wealth Management, a registered investment adviser headquartered in San Francisco, has merged with RLP Wealth Advisors, a New York and Boca Raton, Fla.-based RIA, creating an advisory firm with approximately $1.8 billion in assets under management.
The merged firm, which will operate under the name Perigon Wealth Management, will maintain offices in California, Florida, Hawaii, Montana, New Jersey and New York.
Arthur Ambarik will continue as CEO of the combined firm and RLP’s Jeremy Paul will become president.
Both firms received support for the merger from their joint strategic partner, Merchant Investment Management.
The leadership changes coming in June, which also include wealth management and digital unit heads, come as the firm pushes to offer more comprehensive services.
Strategist sees relatively little risk of the university losing its tax-exempt status, which could pose opportunity for investors with a "longer time horizon."
As the next generation of investors take their turn, advisors have to strike a fine balance between embracing new technology and building human connections.
IFG works with 550 producing advisors and generates about $325 million in annual revenue, said Dave Fischer, the company's co-founder and chief marketing officer.
Five new RIAs are joining the industry coalition promoting firm-level impact across workforce, client, community and environmental goals.
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