Perigon Wealth Management and RLP Wealth Advisors Merge to Create $1.8 Billion RIA
Perigon Wealth Management, a registered investment advisory firm headquartered in San Francisco, has merged with RLP Wealth Advisors.
Perigon Wealth Management, a registered investment advisory firm headquartered in San Francisco, has merged with RLP Wealth Advisors, a registered investment advisory firm with headquarters in Florida, to create a firm with approximately $1.8 billion in assets under management.
The newly merged firm, which will operate under the name Perigon Wealth Management, will maintain offices in California, Florida, Montana, New York, New Jersey and Hawaii. The firm’s clientele includes executives, entrepreneurs, nonprofit organizations, corporations, and individuals and families.
“We’re looking forward to continued expansion of our national footprint,” said Dan Newhall, head of mergers and acquisitions at Perigon. “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.”
Perigon and RLP received support for the merger from their joint strategic partner, Merchant Investment Management.
