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RIA comparison · SEC Form ADV

Curi 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

Curi Capital, LLC is the larger of the two, with $12B in regulatory assets to $11B at Perigon Wealth Management, LLC, 3% more than its rival, by their latest Form ADV filings. Perigon Wealth Management, LLC reports more individual clients (5,421 vs 2,865), while Curi Capital, LLC’s clients hold more on average (about $2.9 million each against $1.7 million). Curi Capital, LLC is based in Chicago, Illinois and Perigon Wealth Management, LLC in SAN Francisco, California.

FigureCuri Capital, LLCPerigon Wealth Management, LLC
Regulatory AUM$12B$11B
National rank#83#85
HeadquartersChicago, IllinoisSAN Francisco, California
Individual clients2,8655,421
High-net-worth clients1,5471,653
Average client assets$2.9 million$1.7 million
Accounts16,93917,713
Discretionary80% of AUM80% of AUM
Employees180159
Advisory staff10692
Clients per advisory employee2759
Offices1142
Form ADV filed2026-07-072026-06-12

Curi Capital, LLC

Full profile →

Services

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

How it’s paid

  • A percentage of assets under management
  • Fixed fees
  • Performance-based 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, Curi Capital, LLC or Perigon Wealth Management, LLC?

Curi Capital, LLC, with $12B in regulatory assets under management against $11B at Perigon Wealth Management, LLC. Nationally they rank #83 and #85 among 5,657 independent wealth management RIAs.

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

Curi Capital, LLC reports 2,865 individual clients (1,547 high-net-worth) with 106 advisory employees; Perigon Wealth Management, LLC reports 5,421 (1,653 high-net-worth) with 92 advisory employees.

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

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

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

Curi Capital, LLC lists portfolio management for investment companies; portfolio management for pooled investment vehicles; other services, 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: Curi Capital, LLC ↗, Perigon Wealth Management, LLC ↗. How to check a financial advisor →