At Per Stirling, we are humbled and honored that the firm has been recognized for both its industry expertise and its business ethics and culture. This recognition specifically includes both the firm’s fiduciary commitment to always put the best interests of its clients above all else and how Per Stirling treats each and every member of its team.
We are very proud and gratified that Per Stirling has been the recipient of the following awards, which underscore the firm’s guiding principles.
*For more information on the selection criteria for these awards, please visit our DISCLOSURES page.
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, as examples:
Awards and Recognitions
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.