RIA comparison · SEC Form ADV
Perigon Wealth Management, LLC vs Pure Financial Advisors, LLC
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 Pure Financial Advisors, LLC, 2% more than its rival, by their latest Form ADV filings. Pure Financial Advisors, LLC reports more individual clients (7,503 vs 5,421), while Perigon Wealth Management, LLC’s clients hold more on average (about $1.7 million each against $1.5 million). Both are based in California: Perigon Wealth Management, LLC in SAN Francisco and Pure Financial Advisors, LLC in SAN Diego.
| Figure | Perigon Wealth Management, LLC | Pure Financial Advisors, LLC |
|---|---|---|
| Regulatory AUM | $11B | $11B |
| National rank | #85 | #87 |
| Headquarters | SAN Francisco, California | SAN Diego, California |
| Individual clients | 5,421 | 7,503 |
| High-net-worth clients | 1,653 | 3,567 |
| Average client assets | $1.7 million | $1.5 million |
| Accounts | 17,713 | 7,509 |
| Discretionary | 80% of AUM | 98% of AUM |
| Employees | 159 | 204 |
| Advisory staff | 92 | 76 |
| Clients per advisory employee | 59 | 99 |
| Offices | 42 | 14 |
| Form ADV filed | 2026-06-12 | 2026-09-29 |
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
Pure Financial Advisors, LLC
Full profile →Services
- Financial planning
- Portfolio management for individuals and small businesses
- Pension consulting
- Selecting other advisers
- Educational seminars and workshops
How it’s paid
- A percentage of assets under management
- Fixed fees
Questions
Which is bigger, Perigon Wealth Management, LLC or Pure Financial Advisors, LLC?
Perigon Wealth Management, LLC, with $11B in regulatory assets under management against $11B at Pure Financial Advisors, LLC. Nationally they rank #85 and #87 among 5,657 independent wealth management RIAs.
How many clients do Perigon Wealth Management, LLC and Pure Financial Advisors, LLC have?
Perigon Wealth Management, LLC reports 5,421 individual clients (1,653 high-net-worth) with 92 advisory employees; Pure Financial Advisors, LLC reports 7,503 (3,567 high-net-worth) with 76 advisory employees.
How do Perigon Wealth Management, LLC and Pure Financial Advisors, 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 Perigon Wealth Management, LLC and Pure Financial Advisors, LLC offer?
Perigon Wealth Management, LLC lists portfolio management for businesses and institutions, which Pure Financial Advisors, LLC does not. Pure Financial Advisors, LLC lists educational seminars and workshops, which Perigon Wealth Management, LLC does not. Both offer financial planning; portfolio management for individuals and small businesses; pension consulting; selecting other advisers.
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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 ↗, Pure Financial Advisors, LLC ↗. How to check a financial advisor →