Tag: Capital Structure
RIA Edge Podcast: Culture and Partnership in RIA Growth with Arthur Ambarik

RIA Edge Podcast: Culture and Partnership in RIA Growth with Arthur Ambarik

By |

In this episode of the RIA Edge Podcast, host David Armstrong speaks with Arthur Ambarik, CEO of Perigon Wealth Management, about the firm’s growth from a small Bay Area RIA into a multi-state, $12 billion firm with a partnership-driven model and large ambitions for the future.

Ambarik shares how cultural alignment shapes mergers, why specialization within firms is becoming a critical growth driver and how long-term thinking around talent and capital structure is redefining the future of wealth management firms.

Key takeaways:

  • How Ambarik has led Perigon’s journey toward becoming a national RIA, starting with $150 million in assets when he joined the firm, to a $12 billion enterprise today, supporting teams across 16 states
  • How intentional growth plans and a partnership-driven model have fueled the success
  • How Perigon’s first equity-based acquisition in 2020 became a springboard for the future
  • How he sees the role of the niche advisor driving future growth
  • How the influx of private equity has impacted firms and the larger industry
  • How Perigon sees technology as a tool for better segmenting client accounts profitably
  • How he envisions RIAs becoming the go-to career choice for young talent, with firms driving talent generation and mentorship

Resources:

Connect With David Armstrong:

Connect With Arthur Ambarik:

About Our Guest:

Arthur Ambarik, CFP, is Chief Executive Officer of Perigon Wealth Management. Under his leadership, Perigon has grown to over $10.2 billion* in assets under management and expanded its national footprint through strategic acquisitions and organic growth.

Named CEO of the Year in 2024 by WealthManagement.com, Arthur has played a pivotal role in Perigon’s rapid ascent in the industry. He was also recognized on the Forbes Best-in-State Wealth Advisors 2024 list for California.

Thanks to his leadership, Perigon has earned national recognition, including:

  • Forbes America’s Top RIA Firms
  • Newsweek America’s Top Financial Advisory Firms
  • USA Today Best Financial Advisory Firms
  • Financial Advisor Magazine’s:
  • Fastest-Growing RIAs
  • Top RIAs
  • RIA Discretionary and Non-Discretionary AUM Rankings
  • San Francisco Business Times: Bay Area’s Fastest-Growing Private Companies

Arthur brings more than 20 years of experience to the role, with a career spanning advisory and operational leadership at Ameriprise and LPL. He is also a member of the Financial Advisor IQ Leadership Council.

Arthur holds a B.A. in Economics from Williams College.

Podcast: Play in new window | Download | Embed

Subscribe: RSS

Archives

Categories