# Stirlingshire

> Stirlingshire is a New York-based financial services company building an advisor-first investment platform. Operating through SEC-registered, FINRA-member subsidiaries Stirlingshire RIA LLC and Stirlingshire BD LLC, it offers a full-service broker-dealer and advisory model with a sharp twist: advisors keep 100% of their asset-management fees and commissions with zero firm expenses and permanent work-from-home flexibility, while clients can self-direct at zero commission and call on a professional advisor only when they want one. Founded in 2020 by Steven Woods, the firm pitches a 'third way' between fully managed portfolios and pure DIY investing.

- **Founded:** 2020
- **Headquarters:** New York, New York, United States
- **Founders:** Steven Woods (Founder & CEO)
- **Team size:** Approximately 43 employees (per Apollo data); company self-describes as a small, growing team.
- **Products:** Stirlingshire BD LLC, Stirlingshire RIA LLC, Investment platform & mobile apps, Advisor platform
- **Notable:** Named to Newsweek's America's Top Financial Advisory Firms 2026., Onboarded a senior independent advisor managing approximately $850M in AUM (announced January 2026)., Built and launched SEC-registered broker-dealer and RIA subsidiaries with FINRA/SIPC membership.

## Products & services

- **Stirlingshire BD LLC** — An SEC-registered broker-dealer and FINRA/SIPC member providing fully disclosed brokerage and trading services.
- **Stirlingshire RIA LLC** — An SEC-registered investment adviser delivering portfolio management and financial advisory services.
- **Investment platform & mobile apps** — A trading and investing platform (iOS and Android) that lets clients self-direct at zero commission and access a professional advisor on demand.
- **Advisor platform** — A turnkey home for financial advisors offering 100% payout, zero firm fees or expenses, inbound clients, and permanent work-from-home flexibility.

## Achievements

- Named to Newsweek's America's Top Financial Advisory Firms 2026.
- Onboarded a senior independent advisor managing approximately $850M in AUM (announced January 2026).
- Built and launched SEC-registered broker-dealer and RIA subsidiaries with FINRA/SIPC membership.
- Featured on Tearsheet's podcast for its advisor-first economics.

## Latest updates

- **2026-01** — Announced the addition of a senior independent financial advisor managing roughly $850M in AUM.
- **2026-01** — Named to Newsweek's America's Top Financial Advisory Firms 2026 list.
- **2024-10** — Closed a Series A round (~$1.76M) to scale its advisor-first platform.

## Links

- Website: https://stirlingshire.com
- LinkedIn: https://www.linkedin.com/company/stirlingshire
- Twitter/X: https://twitter.com/StirlingshireBD
- YouTube: https://www.youtube.com/watch?v=F1yv5UTYJp8
- Facebook: https://facebook.com/stirlingshireinvestments

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Profile page: https://yespress.io/stirlingshire
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Last updated: 2026-06-12