What Per Stirling does

Per Stirling Capital Management, LLC is an Austin, Texas-based SEC Registered Investment Adviser founded in 2012 by co-founders John Per O'Sullivan (Managing Director, Partner) and Robert Stirling Phipps (Director, Partner). The firm provides comprehensive wealth management, financial planning, investment advisory, retirement planning, and legacy/estate planning services to individuals, families, executives, business owners, entrepreneurs, and ultra-high-net-worth clients across the United States. Per Stirling employs approximately 11-50 professionals across two Austin-area offices (Westlake headquarters at 4800 Bee Caves Rd and a North Austin office at 4900 Spicewood Springs Rd), with a leadership team that holds CFP®, CFA®, CPA, CLU®, ChFC®, AEP®, and CDFA® designations.

The firm operates under a fiduciary standard of care and generates revenue through recurring advisory fees on a subscription basis, with pricing not publicly disclosed. Securities are offered through a broker-dealer relationship with B.B. Graham & Co., Inc. (FINRA/SIPC member). Per Stirling does not build proprietary technology; it relies on third-party custodian platforms (Schwab, Fidelity), the Orion Advisor client portal, Advicepay for fee billing, and FMG Suite for marketing/content. The firm's productized client-service lines include Starting Out, Building Wealth, Retirement Planning, and Legacy Planning, supplemented by a Market Insights content platform, blog, resource library, and the Advisor Partnership Program that recruits independent advisors.

Per Stirling has earned sustained national recognition, including the Financial Times FT300 list in 2019 and 2020, Financial Advisor Magazine Top 50 Fastest-Growing RIAs (2018 and 2022), and InvestmentNews Best Places to Work for Financial Advisors for six or more consecutive years through 2026. The firm has been featured in Barron's, Wall Street Journal, Fortune, Reuters, CNBC, and BBC, and has received regional recognition from the Austin Business Journal. It operates without any disclosed private equity, venture capital, or parent company ownership.

Name

Per Stirling

Legal name

Per Stirling Capital Management, LLC

Website

https://perstirling.com

Company type

Private

Founded year

2012

Operating status

Operating

Headcount range

11–50 employees

Short description

Per Stirling Capital Management is an Austin, Texas-based SEC Registered Investment Adviser providing fiduciary wealth management, financial planning, retirement, and legacy planning services to individuals, families, executives, business owners, and ultra-high-net-worth clients across the United States.

Ownership category

akta.pro rank

Product category

Wealth Management Advisory

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Financial Planning–Led RIAs (FSAAACAB)

akta.pro secondary industries

Business Owner & Executive Financial Planning (FSAEAAAO), Fee-Only Advisory (FSAEAAAL)

Keywords

• Wealth management services
• Financial planning advisory
• Investment portfolio management
• Retirement planning services
• Estate legacy planning

Headquarters

HQ city

Austin

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Wealth Management Advisory Fees: Per Stirling generates revenue through investment advisory fees for financial planning, portfolio management, and wealth management services. Securities are offered through B. B. Graham & Co., Inc., member FINRA/SIPC. The firm operates as an SEC Registered Investment Adviser.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels5 records

Core offering

Per Stirling Capital Management, LLC is a fee-based, SEC Registered Investment Adviser that delivers personalized wealth management, investment advisory, financial planning, retirement planning, and estate/legacy planning services to individuals, families, executives, business owners, and ultra-high-net-worth clients. Securities transactions are executed through B. B. Graham & Co., Inc., member FINRA/SIPC, with client accounts custodied at Schwab and Fidelity and accessed through the Orion Advisor portal.

Product overview

Per Stirling operates as a unified wealth management firm offering comprehensive financial advisory services rather than a modular platform. The core offering is Wealth Management supported by specialized service lines including Starting Out, Building Wealth, Retirement Planning, and Legacy Planning services. The firm provides Market Insights as proprietary content and operates an Advisor Partnership Program for independent advisors. Client account access is facilitated through integrations with Orion Advisor (client portal), Schwab, Fidelity, and Advicepay platforms.

Differentiator

Problem solved

Functional benefit

Products and services

• Wealth Management Comprehensive wealth management services including financial planning, portfolio management, and investment advisory tailored to individual client needs and life stages. Delivered by CFP® and other credentialed advisors under a fiduciary standard of care.
• Starting Out Services Financial planning services for individuals early in their wealth-building journey, including personalized investment strategies, custom portfolio management, holistic financial planning, risk management, and education planning.
• Building Wealth Services Financial planning services for individuals advancing in their careers, focusing on personalized investment strategies, holistic planning, estate preservation, and risk management.
• Retirement Planning Services Comprehensive retirement planning including tailored income strategies, tax-efficient withdrawal planning, investment strategies, IRA optimization, and qualified/non-qualified deferred compensation planning.
• Legacy Planning Services Estate and legacy planning services including estate structuring, education funding, and charitable giving strategies.
• Market Insights Proprietary market and economic insights providing analysis of market trends, financial developments, and investment strategies for clients and prospects.
• Advisor Partnership Program Independent advisor support platform offering back-office operations, compliance, billing, technology tools, and business development support for financial advisors seeking to affiliate with Per Stirling.

Segments8 records

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration4 records

Partnerships

One partnership is on record.

• B. B. Graham & Co., Inc.coreOthersSecurities offered through B. B. Graham & Co., Inc., member FINRA/SIPC. This is the firm's registered broker-dealer relationship for securities transactions, separate and otherwise unrelated from Per Stirling Capital Management, LLC.

Scale indicators4 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Kanaly Trust: Texas-based RIA serving high-net-worth individuals with wealth management, financial planning, and estate services. Direct peer given shared Austin/Texas geographic focus and similar client segments.
• Halbert Hargrove: Long-standing, fee-only RIA providing comprehensive wealth management to individuals, families, and business owners. Similar size and service model to Per Stirling, with comparable multi-generational planning emphasis.
• Carson Group: RIA with an advisor partnership/support platform that provides back-office, compliance, and technology services to independent advisors. Closely comparable to Per Stirling's Advisor Partnership Program and target growth playbook.
• Buckingham Strategic Wealth: Fee-only RIA focused on evidence-based financial planning and investment management for individuals and families. Comparable fiduciary model and comprehensive planning services to Per Stirling.
• Mariner Wealth Advisors: Large, multi-service RIA offering comprehensive financial planning and wealth management to individuals, families, and business owners nationally. Highly comparable to Per Stirling in service breadth and target client segments, with a similar advisor-recruitment-led growth model.
• Creative Planning: Fee-only RIA providing wealth management, financial planning, and tax services to individuals and business owners. Directly comparable to Per Stirling in service model, fiduciary standard, and life-stage segmentation approach.

Regional players

• Frost Wealth Advisors: Wealth management arm of Frost Bank serving clients across Texas. Comparable client base and geographic footprint to Per Stirling, with similar fiduciary-style private wealth services in the Texas market.

Broad incumbents

• Fisher Investments: Large, well-established RIA primarily serving high-net-worth retail and institutional clients. Comparable investment-advisory function but at much greater scale and with a more concentrated portfolio-management focus.
• CAPTRUST: National investment advisory firm offering institutional and private wealth services. Comparable in fiduciary standards and comprehensive advisory offering, with stronger institutional penetration.
• Edelman Financial Engines: Large national RIA combining traditional advisory services with a digital planning platform. Comparable to Per Stirling in service offering but operates at significantly greater scale with a hybrid tech-enabled model.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/PerStirling

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles13 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Per Stirling