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MayThe Continued Growth of Per Stirling
Per Stirling was founded over a decade ago based upon the premise 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”. This unique founding philosophy has not only brought Per Stirling notable recognition on both a national and local level, but has also been at the core of the firm’s exponential growth over the years.
In 2019, Per Stirling was recognized by Financial Advisor Magazine as the fourth fastest-growing RIA in America with at least $300 million of assets under management. The firm was previously recognized as America’s third fastest-growing advisory firm in 2018 (with at least $250 million assets under management), while also receiving the Ethics in Business and Community Award, after being a top finisher for that honor the year before. We were also recognized in both 2019 and 2020 by the Financial Times as one of the 300 top advisory firms in the country (the FT 300 List), and was one of only 15 Texas-based firms to be so recognized. In addition, for the fourth year in a row, Per Stirling has been both honored and humbled to receive the national honor as one of The Best Places In America to Work for Financial Advisors by Investment News. We have been selected as a top firm in all four years of the survey’s history. Per Stirling is also regularly recognized by the Austin Business Journal as being one of the best places in Austin to work.
2021 has been an exciting year of growth behind the scenes as Per Stirling has added meaningful depth and expertise to the management, compliance, and operations teams. The firm has continued to add to what was already one of the most experienced and credentialed teams in the wealth management industry.
We are excited to announce that we have added a Chief Operations Officer to our team, someone who has played an integral role in the success of Per Stirling since the beginning, as well as a Senior Business Development Manager who will work to add both clients and talented advisors to the firm. We have added a compliance associate to assist our Senior Compliance Officer to ensure that Per Stirling is always compliant with and up-to-date on our industry’s constantly changing regulatory environment. We’ve also added a new advisor and partner to the firm, Gary Montgomery, CFP, who will office out of our Westlake location. Per Stirling has added significant expertise in both accounting services and our firm-wide technology to continue to improve our education and fiduciary duty as we service our clients, which is at the heart of everything we do.
None of this would be possible without the high level of professionalism, care, and effort that each member of Per Stirling contributes day in and day out to the ongoing success and growth of our firm.
To learn more about the awards noted in this article, please click here.
