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Est. 2026The front page of wealth managementNew York

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RIA comparison · SEC Form ADV

Alphacore Capital LLC vs Perigon Wealth Management, LLC

Two independent wealth managers side by side: assets, clients, staff, services and fees, from each firm’s own filing.

The short answer

Alphacore Capital LLC is the larger of the two, with $13B in regulatory assets to $11B at Perigon Wealth Management, LLC, 15% more than its rival, by their latest Form ADV filings. Perigon Wealth Management, LLC reports more individual clients (5,421 vs 3,985), while Alphacore Capital LLC’s clients hold more on average (about $3.1 million each against $1.7 million). Both are based in California: Alphacore Capital LLC in La Jolla and Perigon Wealth Management, LLC in SAN Francisco.

FigureAlphacore Capital LLCPerigon Wealth Management, LLC
Regulatory AUM$13B$11B
National rank#73#85
HeadquartersLa Jolla, CaliforniaSAN Francisco, California
Individual clients3,9855,421
High-net-worth clients2,2091,653
Average client assets$3.1 million$1.7 million
Accounts13,47717,713
Discretionary95% of AUM80% of AUM
Employees124159
Advisory staff7092
Clients per advisory employee5759
Offices3142
Form ADV filed2026-10-012026-06-12

Alphacore Capital LLC

Full profile →

Services

  • Financial planning
  • Portfolio management for individuals and small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses and institutions
  • Pension consulting
  • Selecting other advisers

How it’s paid

  • A percentage of assets under management
  • Fixed fees

Perigon Wealth Management, LLC

Full profile →

Services

  • Financial planning
  • Portfolio management for individuals and small businesses
  • Portfolio management for businesses and institutions
  • Pension consulting
  • Selecting other advisers

How it’s paid

  • A percentage of assets under management
  • Hourly charges
  • Fixed fees

Questions

Which is bigger, Alphacore Capital LLC or Perigon Wealth Management, LLC?

Alphacore Capital LLC, with $13B in regulatory assets under management against $11B at Perigon Wealth Management, LLC. Nationally they rank #73 and #85 among 5,657 independent wealth management RIAs.

How many clients do Alphacore Capital LLC and Perigon Wealth Management, LLC have?

Alphacore Capital LLC reports 3,985 individual clients (2,209 high-net-worth) with 70 advisory employees; Perigon Wealth Management, LLC reports 5,421 (1,653 high-net-worth) with 92 advisory employees.

How do Alphacore Capital LLC and Perigon Wealth Management, LLC charge clients?

Only Perigon Wealth Management, LLC lists hourly charges on Form ADV. Fee schedules and minimums are in each firm’s Form ADV Part 2A brochure.

What services do Alphacore Capital LLC and Perigon Wealth Management, LLC offer?

Alphacore Capital LLC lists portfolio management for pooled investment vehicles, which Perigon Wealth Management, LLC does not. Both offer financial planning; portfolio management for individuals and small businesses; portfolio management for businesses and institutions; pension consulting; selecting other advisers.

More comparisons

Where these numbers come from

Every figure is the firm’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Average client assets divide the assets held for individual and high-net-worth clients by their number. Ranks compare each firm with all US-based independent wealth management RIAs, the same field as The Largest RIAs. Figures can lag recent deals and market moves.

Not an endorsement or a recommendation of either firm. Before hiring an adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search: Alphacore Capital LLC ↗, Perigon Wealth Management, LLC ↗. How to check a financial advisor →