Disclosures

Inc. 
Inc awarded Perigon Wealth Management Best Workplace (2026). Inc. partners with Quantum Workplace to evaluate candidates on a list of 37 key benefits available to at least half of the firm’s workforce. Candidates must be independent, U.S.-based businesses with at least five permanent employees, operating for at least two years, and have less than $1 billion in total annual revenue. Employees must complete a survey. Perigon paid a fee to apply and a separate fee to use Inc.’s logo and marketing materials. Past recognition does not guarantee future results. For methodology, visit Inc.

Barron’s

Barron’s awarded Perigon Wealth Management Top 100 RIA Firms (2025), Top 100 Independent Advisors (2025), Top 1,200 Financial Advisors (2025). Rankings are based on data provided by firms and verified through regulatory records. The formula considers assets under management, revenue, and quality of practice, including factors such as growth, client retention, team diversity, experience, and compliance records. Perigon did not pay to be considered. Past recognition does not guarantee future results. For methodology, visit Barron’s.

Newsweek

Newsweek awarded Perigon Wealth Management America’s Top Financial Advisory Firms (2025, 2026). Rankings were based on asset and client performances, adviser expertise, client-to-adviser ratio, breadth of services offered, and management of conflicts of interest. Perigon did not pay to be considered. Past recognition does not guarantee future results. For methodology, visit Newsweek.

Forbes

Forbes recognized Perigon Wealth Management among America’s Top RIA Firms (2024), Top Women Wealth Advisors Best-in-State (2025), Top Next-Gen Wealth Advisors Best-in-State (2025), and Best-in-State Wealth Advisors (2025, 2026). All rankings, developed by SHOOK Research, are based on qualitative and quantitative data but use distinct evaluation criteria. The RIA Firms ranking considers in-person, virtual, and telephone interviews, revenue trends, assets under management, compliance records, and evidence of fiduciary practices and client service culture. The advisor rankings evaluate interviews, revenue and asset growth, years of experience, and compliance history. Portfolio performance is not a criterion. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Perigon did not pay to be considered. Past recognition does not guarantee future results. For methodology, visit Forbes.

USA Today

USA Today awarded Perigon Wealth Management Best Financial Advisory Firms (2025, 2023). Rankings were based on the growth of the companies’ AUM over the short and long term and the number of recommendations they received from clients and peers. Perigon did not pay to be considered. Past recognition does not guarantee future results. For methodology, visit Statista Rankings.

WealthManagement

WealthManagement.com recognized a Perigon advisor as Rising Star of the Year (2025). The awards are independently granted and begin with an open nomination process from February to May. Firms submit initiatives introduced or enhanced within the prior 18 months, which are evaluated by an independent panel of judges based on innovation, scope, and impact. Finalists and winners are selected through a weighted ranking process. Perigon did not pay to be considered. Past recognition does not guarantee future results. For methodology, visit WealthManagement.com.

Investment News

InvestmentNews recognized Perigon advisors among the Rising Stars (2025), $100M Club: Top Female Advisors (2025), and Top Financial Advisors in the U.S. (2025, 2026). The Rising Stars list honors professionals aged 40 and under for leadership and impact in wealth management. The $100M Club recognizes female advisors individually managing at least $100 million in assets, verified by their compliance teams. The Top Financial Advisors list is based on weighted rankings of total AUM, AUM growth, and client growth. Perigon did not pay to be considered. Past recognition does not guarantee future results. For methodology, visit InvestmentNews.

Financial Advisor Magazine

Financial Advisor Magazine awarded Perigon Wealth Management Top 50 Fastest-Growing Firms and RIA Rankings (2025), and RIA Discretionary & Non-Discretionary AUM Ranking (2025, 2024). Rankings were based on firm assets under management at year end. Perigon did not pay to be considered. Past recognition does not guarantee future results. For methodology, visit FA Magazine.

San Francisco Business Times

San Francisco Business Times awarded Perigon Wealth Management 100 Fastest-Growing Private Companies in the Bay Area (2024, 2023). Rankings were based on being headquartered in the Bay Area, net revenue of greater than $200,000 in fiscal year, independent, privately held corporation, proprietorship or partnership (not a subsidiary or division). Perigon did not pay to be considered. Past recognition does not guarantee future results. For methodology, visit Biz Journals.

AdvisorHub

AdvisorHub recognized Perigon Wealth Management as a RIA to Watch (2026). Rankings are based on firm scale and multi-year growth, including assets under management, headcount, client base, and employee-to-asset ratios, using data from public filings and FINTRX. Greater weight is placed on growth than scale, with adjustments for recent and multi-year performance. Perigon did not pay to be considered. Past recognition does not guarantee future results. For methodology, visit AdvisorHub.