Jeremy Paul of Perigon Wealth Management Recognized as a Top Independent Advisor by Barron's

Jeremy Paul Recognized Among Barron's Top Independent Advisors

In a notable recognition for the wealth management sector, Jeremy Paul, the President of Perigon Wealth Management, has secured the 70th position on Barron’s coveted 2025 Top 100 Independent Advisors list. This ranking is particularly significant as it sheds light on the skill and reputation of advisors across the United States, with evaluations based on factors such as the asset volume managed, revenue generation, and the quality of advisory practices.

About Perigon Wealth Management

Perigon Wealth Management, a rapidly expanding independent firm founded by seasoned financial advisors, has made a name for itself in the wealth management community. With over $9.3 billion in client assets as of mid-August 2025, the company has positioned itself as a beacon of reliable investment advice and comprehensive financial planning.

The Journey of Jeremy Paul

Jeremy Paul has been instrumental in elevating the standards of wealth management, particularly for clients who are prominent figures in the entertainment and professional sports industries. His vast expertise in navigating the complexities that accompany wealth management for these unique individuals has not only strengthened his practice but also improved the overall financial outcomes for his clients.

Arthur Ambarik, CEO of Perigon, highlighted Paul’s significance to the firm, stating, “His extensive knowledge of the multifaceted wealth management needs has created a successful and growing practice that caters specifically to the sports and entertainment sectors.” Paul has been a vital part of the Perigon team since 2020 and is recognized for his commitment to elevating the firm's offerings.

Professional Credentials and Expertise

In addition to his leadership role, Paul is a Certified Financial Planner™ practitioner and holds admission to the legal Bar in New York and New Jersey. These qualifications enable him to offer a broad perspective, vital for designing and implementing comprehensive wealth management strategies that involve intricate financial issues. His client base includes Grammy Award-winning artists and professional athletes, highlighting his prominence in the industry.

Feedback from peers further emphasizes Paul’s exceptional guidance. Lawrence Spielman, a CPA and partner at Eisner Advisory Group, noted that Paul understands his clients' unique circumstances, always recognizing them as individuals with aspirations and loved ones. Spielman's family's long-term engagement with Paul exemplifies the trust and confidence that clients place in his expertise.

Recognition and Awards

Beyond the recent accolade from Barron's, Jeremy Paul has been consistently ranked highly among financial advisors. His accolades include being named the 30th Top Advisor by Barron’s in 2025, the 17th Forbes Top Advisor in 2024, and the 15th InvestmentNews Top Financial Advisor in 2025. Speaking about these recognitions, Paul expressed his gratitude: “It is an honor to be part of this esteemed list and to be recognized among influential wealth managers. My passion for assisting individuals with their complex financial needs remains unwavering.”

Looking Ahead

As Perigon Wealth Management continues to grow, the firm is dedicated to fostering the development of its financial advisors, promoting independence without compromising on quality service. The firm’s focus on clear, customized wealth management plans guarantees their clients the peace of mind they deserve.

For more information on wealth management services offered by Perigon, prospective clients and interested parties are encouraged to visit their official website: Perigon Wealth Management.

In conclusion, Jeremy Paul's inclusion in Barron’s Top Independent Advisors not only reflects his personal achievements but also underscores the commitment of Perigon Wealth Management to excellence in the financial advisory landscape. As the firm continues to enhance its presence across the nation, Jeremy Paul’s leadership will undoubtedly shape the future of wealth management for years to come.