> Per Stirling Awards and Media Recognition and Mentions

Awards and Media

 

Per Stirling embraces a very collaborative culture, which has allowed us to build an exceptional team.  We are very committed to the continuity of our team, and strive every day to make sure that each team member feels valued, supported and appreciated.  Since Per Stirling’s earliest days, we have adopted a company 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 expertise. 

As such, it is deeply rewarding when we are recognized for our business ethics, industry expertise and team culture. You will find below a few honors that we have received over the years.

 
 

 

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 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 and Community Award.

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:
Each year, this project is conducted in partnership with employee survey firm Best Companies Group. Winners are selected from a two-part survey completed by employers and employees. Employers report their organization’s workplace policies, practices and demographics, and employees complete a survey designed to measure the employee experience. Scores from the employee survey represent three-quarters of the weight of the final rankings. To qualify as one of InvestmentNews Best Places to Work for Financial Advisers, a RIA firm must have at least 15 employees and have been in business for one year.
 
Austin Business Journal’s Best Places to Work:
The list of Best Places to Work is compiled based on data collected by employees taking an online confidential survey hosted by Quantum Workplace. Local companies that employ at least 10 employees in the six-county Central Texas area (Travis, Williamson, Hays, Bastrop, Burnet and Caldwell) and pay a $250 entry fee to participate are eligible. These companies can be for-profit, nonprofit, private, public, subsidiaries or business units. Selection is based on companies that have the best climate, atmosphere and engaged employees in the following categories: Micro Category (10-20 employees), Small Category (21-50 employees), Medium Category (51-250 employees), and Large Category (251 + employees). There are six key dimensions that are measured through the survey: (1) Communication and Resources, (2) Individual Needs, (3) Manager Effectiveness, (4) Personal Engagement, (5) Team Dynamics, (6) Trust in Leadership.
 
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 based on desirable traits for investors. They examine the database of RIAs registered with the US Securities and Exchange Commission and select those with more than $300m in assets under management (AUM).  The Financial Times and Ignites Research, the FT’s sister company, invites these qualifying RIA companies to complete a lengthy application to be considered for inclusion. 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: AUM, asset growth, the company’s age, industry certifications of key employees, SEC compliance record and online accessibility.