Broker Check

Awards & Media

Recognized Excellence Through Team Collaboration

Per Stirling fosters a highly collaborative culture, enabling us to build an exceptional team. We are deeply committed to team continuity and work every day to ensure each member feels valued, supported, and appreciated. From our earliest days, we’ve embraced the credo that “if you take outrageously good care of your clients, and treat the members of your team like family, everything else will take care of itself.”

Awards

At Per Stirling, we are committed to maintaining the highest standards of ethics and integrity, and to providing our clients with a truly extraordinary level of service that is backed by decades of investment and planning experience. As such, it is deeply rewarding when we are recognized for our business ethics, industry experience and team culture. You will find below a few honors that we have received over the years.

2026

Per Stirling is honored to be recognized once again by InvestmentNews as one of the Best Places to Work for financial Advisors in America for 2026!

2025

Per Stirling is honored to be recognized once again by InvestmentNews as one of the Best Places to Work for financial Advisors in America for 2025!

2023

For the 6th year in a row, Per Stirling has been named as one of the Best Places in America to Work for Financial Advisors (by InvestmentNews). Per Stirling is among only a select group of firms to receive this award on multiple occasions.

2022

For the 5th year in a row, Per Stirling has been named as one of the Best Places in America to Work for Financial Advisors (by InvestmentNews). We are only one of approximately 50 firms to receive this national honor multiple times.
For the fifth time in the past six years, the Austin Business Journal recognized Per Stirling as “One of the Best Places in Austin to Work.”
Financial Advisor Magazine has recognized Per Stirling as one of America’s Top 50 Fastest-Growing RIAs.

2021

InvestmentNews recognized Per Stirling as one of the 75 Best Places to Work for Financial Advisers nationwide for the 4th year in a row. 

2020

InvestmentNews recognized Per Stirling as the 5th-best, mid-sized financial services firm in America for advisors to work with, and as one of only 46 firms in the country that have been selected for this honor more than once. Per Stirling has been selected as a top firm in all three years of the survey’s history.
Austin Business Journal selected Per Stirling as one of the Best Places in Austin to Work. 
Per Stirling was selected, for a second year in a row, by the Financial Times as one of the 300 best Registered Investment Advisors in America (one of only 15 Texas-based firms to be recognized). 

2019

InvestmentNews recognized Per Stirling as the 19th best Financial Firm in America to work with, and 3rd best among mid-sized firms.
Per Stirling was selected by the Financial Times as one of the 300 best Registered Investment Advisors in America (one of only 15 Texas-based firms to be so recognized).

2018

InvestmentNews recognized Per Stirling as the 17th best Financial Firm in America to work with, and 11th best among smaller firms.
Financial Advisor Magazine recognized Per Stirling as the 3rd fastest-growing Registered Investment Advisory firm in the country (for RIAs with at least $250 million of AUM).
Per Stirling won the Ethics in Business & Community Award from RecognizeGood.

2017-2019

Austin Business Journal selected Per Stirling as one of the Best Places in Austin to Work.

Media

Per Stirling is a recognized authority in the fields of wealth management and capital markets analysis, and members of the firm are regularly quoted in publications around the world including:

Barron’s
The New York Times
The BBC
Fox Business News
The Daily Telegraph
The Globe and Mail
Dow Jones Newswires
The Times of India
The Australian Financial Review

Fortune Magazine 
The Wall Street Journal
Reuters
Business Insider
MarketWatch
Wall Street Journal Europe
The Guardian
The Business Times
NewsMax

CFO Magazine
US News and World Report
CNBC.com
Financial Planning Magazine
Reuters UK
On Wall Street
NASDAQ.com
finance.yahoo.com
Channel News Asia

Award Criteria

Rankings and recognition by unaffiliated rating services or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Per Stirling is engaged, or continues to be engaged, to provide advisory services, and should not be construed as a current or past endorsement or testimonial by any of the firm’s clients.  Rankings and recognition published by magazines and others generally base their selections exclusively on information prepared and submitted by the firm.
 
InvestmentNews’ Best Places to Work for Financial Advisers: 
To find and recognize the Best Places to Work, InvestmentNews invited organizations to participate by filling out an employer form, which asked companies to explain their various offerings and practices. Next, employees from nominated companies were asked to fill out an anonymous form evaluating their workplace on a number of metrics, including benefits, compensation, culture, employee development, and commitment to diversity and inclusion. To be considered, each organization had to reach a minimum number of employee responses based on its overall size. Organizations that achieved an 80 percent or greater average satisfaction rating from employees were named Best Places to Work of 2026. 

Austin Business Journal’s Best Places to Work: 
Eligibility Requirements:

  • Company must employ a minimum of 10 employees located in the 6-countyCentral Texas region (Bastrop, Burnet, Caldwell, Hays, Travis, and Williamson). You will be asked to include all full-time and part-time, permanent employees.
  • New to 2024 and beyond: Independent contractors and consultants, including 1099 real estate agents, are no longer eligible to participate in the program. Please do not include seasonal, per diem, independent contractors or consultants (including 1099 employees), temp workers, or partners/owners with more than 5 percent ownership.
  • Companies must pay a $250 entry fee to participate. This fee provides all participating companies with an overview of their employee-survey results, whether selected or not. 
      
    RecognizeGood’s Ethics in Business & Community Award:
    Nominations for this award are gathered by RecognizeGood. Nominees are then researched and vetted by hand-selected business students at Concordia University Texas during their study of ethical principles.  Once the students have reviewed the nominees and conducted phone interviews, they score each nominee and narrow the field to 3 finalists in each category. Each finalist is then interviewed in person, and students prepare a rigorous, in-depth review before presenting their findings to an independent selection committee made up of hand-selected Leadership Austin alumni.
     
    Financial Advisor Magazine’s Top 50 Fastest-Growing RIAs: 
    Financial Advisor Magazine’s Top 50 Fastest Growing RIAs (Registered Investment Advisors) with more than $250 million in AUM (Assets Under Management) ranking is based on responses from RIAs who completed an online survey. To be included in the ranking, firms need to be Independent RIAs who meet a minimum set of criteria and ranking is then based on multiple factors, including: AUM, AUM growth rate, Assets per client, % of growth in assets per client, and % of change in number of clients. There are no fees or other considerations required of RIAs that apply for the ranking.
     
    Financial Times’ FT300: 
    The FT 300 assesses registered investment advisers (RIAs) on desirable traits for investors. To ensure a list of established companies with substantial expertise, we examine the database of RIAs registered with the US Securities and Exchange Commission and select those that reported to the SEC that they had $300m or more in assets under management (AUM). The Financial Times’ methodology is quantifiable and objective. The RIAs had no subjective input. The FT invited qualifying RIA companies — more than 2,000 — to complete a lengthy application that gave us more information about them. We added this to our own research into their practices, including data from regulatory filings. Some 725 RIA companies applied and 300 made the final list. The formula the FT uses to grade advisers is based on six broad factors and calculates a numeric score for each adviser. Areas of consideration include adviser AUM, asset growth, the company’s age, industry certifications of key employees, SEC compliance record and online accessibility. The reasons these were chosen are as follows:
  • AUM signals experience managing money and client trust.
  • AUM growth rate can be a proxy for performance, as well as for asset retention and the ability to generate new business. We assessed companies on one- and two-year growth rates.
  • Companies’ years in existence indicates reliability and experience of managing assets through different market environments.
  • Compliance record provides evidence of past client disputes; a string of complaints can signal potential problems.
  • Industry certifications (CFA, CFP, etc) shows the company’s staff has technical and industry knowledge, and signals a professional commitment to investment skills.
  • Online accessibility demonstrates a desire to provide easy access and transparent contact information.

AUM comprised roughly 65 to 70 per cent of each adviser’s score, while asset growth accounted for an additional 10 to 15 per cent. Additionally, the FT caps the number of companies from any one state. The cap is roughly based on the distribution of millionaires across the US. We present the FT 300 as an elite group, not a competitive ranking of one to 300. This is the fairest way to identify the industry’s elite advisers while accounting for the companies’ different approaches and different specializations. The research was conducted on behalf of the Financial Times by Ignites Research, a Financial Times sister publication. 

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