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RIA comparison · SEC Form ADV

Perigon Wealth Management, LLC vs Apella Wealth

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

The short answer

Perigon Wealth Management, LLC is the larger of the two, with $11B in regulatory assets to $11B at Apella Wealth, 2% more than its rival, by their latest Form ADV filings. Apella Wealth reports more individual clients (8,139 vs 5,421), while Perigon Wealth Management, LLC’s clients hold more on average (about $1.7 million each against $1.3 million). Perigon Wealth Management, LLC is based in SAN Francisco, California and Apella Wealth in West Hartford, Connecticut.

FigurePerigon Wealth Management, LLCApella Wealth
Regulatory AUM$11B$11B
National rank#85#86
HeadquartersSAN Francisco, CaliforniaWest Hartford, Connecticut
Individual clients5,4218,139
High-net-worth clients1,6533,591
Average client assets$1.7 million$1.3 million
Accounts17,71324,058
Discretionary80% of AUM79% of AUM
Employees159179
Advisory staff9288
Clients per advisory employee5992
Offices4238
Form ADV filed2026-06-122026-09-08

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

Apella Wealth

Full profile →

Services

  • Financial planning
  • Portfolio management for individuals and small businesses

How it’s paid

  • A percentage of assets under management
  • Other

Questions

Which is bigger, Perigon Wealth Management, LLC or Apella Wealth?

Perigon Wealth Management, LLC, with $11B in regulatory assets under management against $11B at Apella Wealth. Nationally they rank #85 and #86 among 5,657 independent wealth management RIAs.

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

Perigon Wealth Management, LLC reports 5,421 individual clients (1,653 high-net-worth) with 92 advisory employees; Apella Wealth reports 8,139 (3,591 high-net-worth) with 88 advisory employees.

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

Only Perigon Wealth Management, LLC lists hourly charges; fixed fees on Form ADV. Only Apella Wealth lists other forms of compensation. Fee schedules and minimums are in each firm’s Form ADV Part 2A brochure.

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

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

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: Perigon Wealth Management, LLC ↗, Apella Wealth ↗. How to check a financial advisor →