Creates firm with $1.8 billion AUM, national footprint
Perigon Wealth Management, a San Francisco-based registered investment advisory (RIA) firm, announced today that it has joined forces with Florida-based RIA firm RLP Wealth Advisors, to create a firm with a national footprint and approximately $1.8 billion in assets under management. The newly merged firm will operate under the name Perigon Wealth Management, and will maintain offices in California, Florida, Montana, New York, New Jersey and Hawaii.
The combination pairs Perigon’s track record of working with technology industry executives and handling complex public and private equity compensation arrangements with RLP’s expertise in sustainable, values-driven investing strategies.
Differentiation through ESG integration
RLP differentiates itself from traditional Wall Street firms through its integration of their clients’ environmental, social and governance (ESG) goals into impact-oriented investments. With a global clientele that includes executives, entrepreneurs, nonprofits, corporations, and individuals and families, RLP has been a leader in helping clients achieve their financial goals while aligning their portfolios with their values.
Highlighting the benefits of integrating RLP’s ESG capabilities, Peirgon CEO Arthur Ambarik said,
“We are most excited about the cultural alignment and client value-add that the RLP team brings to Perigon. Both firms are growth-minded and client-centric — and we are very much looking forward to integrating RLP’s deep expertise in socially responsible investing into Perigon’s client portfolios.”
Perigon anticipates the deal positions the newly formed company for further growth. According to Dan Newhall, head of M&A at Perigon,
“We’re looking forward to continued expansion of our national footprint. We expect to be a leading destination for growth-minded, entrepreneurial advisors and teams — we can offer advisors autonomy and a voice, at a firm that combines a collaborative, small-company culture with the benefits and resources of a sophisticated, large-scale organization.”