High AUM Growth Perigon manages over 11.2 billion in client assets as of March 31, 2026, signaling a rapidly growing client base. This presents opportunities for advanced advisory services, expanded family office capabilities, and scalable solutions to support ongoing asset growth.

Independent RIA Platform As an independent registered investment advisor focusing on flexibility for affiliated advisors, Perigon could be a target for technology integrations, practice management support, and outsourced operations to further streamline advisor independence and growth.

Awarded Workplace Recent recognition as a best workplace and top RIA firm enhances employer branding and talent attraction. Sales opportunities exist in partnering for advisor recruitment solutions, professional development programs, and human capital services to sustain growth.

Strategic Talent hires New chief people officer and senior business development leaders indicate a focus on people, culture, and scalable growth platforms. This suggests opportunities to offer HR tech, onboarding, scalable process automation, and performance analytics for rapid expansion.

Growth through partnerships Frequent press on growth initiatives, organic growth platforms, and industry recognition implies openness to partnerships, co-marketing, and joint solutions that expand client reach and enhance service capabilities for high-net-worth clients.