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RIA comparison · SEC Form ADV

Apollon Wealth Management, 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

Apollon Wealth Management, LLC is the larger of the two, with $12B in regulatory assets to $11B at Perigon Wealth Management, LLC, 2% more than its rival, by their latest Form ADV filings. Apollon Wealth Management, LLC reports more individual clients (8,310 vs 5,421), while Perigon Wealth Management, LLC’s clients hold more on average (about $1.7 million each against $1.3 million). Apollon Wealth Management, LLC is based in Mount Pleasant, South Carolina and Perigon Wealth Management, LLC in SAN Francisco, California.

FigureApollon Wealth Management, LLCPerigon Wealth Management, LLC
Regulatory AUM$12B$11B
National rank#84#85
HeadquartersMount Pleasant, South CarolinaSAN Francisco, California
Individual clients8,3105,421
High-net-worth clients2,6971,653
Average client assets$1.3 million$1.7 million
Accounts24,98417,713
Discretionary97% of AUM80% of AUM
Employees199159
Advisory staff11592
Clients per advisory employee7259
Offices5242
Form ADV filed2026-09-152026-06-12

Apollon Wealth Management, LLC

Full profile →

Services

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

How it’s paid

  • A percentage of assets under management
  • Hourly charges
  • 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, Apollon Wealth Management, LLC or Perigon Wealth Management, LLC?

Apollon Wealth Management, LLC, with $12B in regulatory assets under management against $11B at Perigon Wealth Management, LLC. Nationally they rank #84 and #85 among 5,657 independent wealth management RIAs.

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

Apollon Wealth Management, LLC reports 8,310 individual clients (2,697 high-net-worth) with 115 advisory employees; Perigon Wealth Management, LLC reports 5,421 (1,653 high-net-worth) with 92 advisory employees.

How do Apollon Wealth Management, LLC and Perigon Wealth Management, LLC charge clients?

They list the same forms of compensation on Form ADV: a percentage of assets under management; hourly charges; fixed fees. Fee schedules and minimums are in each firm’s Form ADV Part 2A brochure.

What services do Apollon Wealth Management, LLC and Perigon Wealth Management, LLC offer?

Apollon Wealth Management, LLC lists portfolio management for pooled investment vehicles, which Perigon Wealth Management, LLC does not. Perigon Wealth Management, LLC lists portfolio management for businesses and institutions, which Apollon Wealth Management, LLC does not. Both offer financial planning; portfolio management for individuals and small businesses; 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: Apollon Wealth Management, LLC ↗, Perigon Wealth Management, LLC ↗. How to check a financial advisor →