Current Awards and Recognitions

2017 Top 9 Best Financial Advisors in Austin, TX  - AdvisoryHQ News  1 

2016 Best Wealth Managers and Financial Advisors in the U.S.  - AdvisoryHQ News  1 

2016 Top 10 Financial Advisors in Austin, Texas AdvisoryHQ News

2016 FIVE STAR Wealth Manager - Austin, San Antonio and Central Texas – Texas Monthly

2016 M&A Awards – Best Boutique Wealth Management Firm – USA - Acquisition International  3

2016’s Most Innovative Financial Planners, U.S. - Acquisition International

2016’s Finest in Finance - Corporate America News 4

2016 USA Financial Services Top 100 – Wealth & Finance - Wealth & Finance International Magazine 5 

2016 Finest in Finance - Wealth & Finance - Wealth & Finance International Magazine 

2016 Recommended Advisor – - The White Coat Investor 6 


1AdvisoryHQ News - - is an online news media that provides extensive research, independent reviews, and top rankings of financial firms and products across the U.S., U.K., and Canada.

3Acquisition International - Acquisition International’s approach is a rigorous and tightly monitored nomination, judging and selection process. Awards are given solely on merit, meaning that there are no commercial requirements, no awards guaranteed by payment and no barriers to entry. It is based upon the work the firm does and their results. We pride ourselves - and rightly so - on the validity of our awards and winners, an approach that is reflected in the rigorous and tightly monitored nomination, judging and selection processes. As mentioned, each and every nomination is subject to a lengthy and in-depth assessment process, designed to enable us to separate the truly remarkable from their peers. This comprehensive selection and judging process ensures that our awards are always a true representation of the market in question and that all of our winners are truly at the cutting edge of their respective industries.

4Corporate America News - - At Corporate America, it’s our priority to showcase prominent professionals who are excelling in their industry and outperforming their competitors.  Across a variety of different fields, we give acclaim to distinguished professionals who are on the cutting edge and lead by example in their industry. But prestigious awards like these aren’t given out lightly. We endeavor to ensure that recognition goes out to the individuals who deserve it, and is 100% based on merit. It’s quite simple: to win our awards, you need to be the best.

2Five Star Professional - - The Five Star Professional research team applies a vigorous research and evaluation process to identify service professionals who provide quality services to their clients. Professionals do not pay a fee to be considered or placed on the final list of Five Star award winners.

5Wealth and Finance International’s winners are decided by a combination of votes gathered from their network of respected industry partners and thier own rigorous in-house research. They carefully scrutinize everything from a nominee's region to their performance over the past 12 months, their commitment to innovation, their methods and even their competition to ensure that only the most deserving names walk away with one of our prestigious trophies.

6The White Coat Investor recommended advisors on this page are firms for which the author (James M. Dahle, MD) has done some preliminary vetting. Prior to November 2015, this vetting was a review of their website, their ADV2, and a few emailed questions to clarify how applicants did business. Beginning in November 2015, an application that readers can review was instituted as well. Per the author to the readers of the site: " You should be aware that although there are many good advisors and good firms, I have yet to find a perfect advisor and deciding who can and cannot be listed here is one of the most difficult things I do on this website. I have turned down a number of advisors that I consider well above average. You should also be aware that all of the businesses listed on this page are paid advertisers on this site. That means that they not only have to pass my vetting process, but they also have to pay to be listed here. I charge a fee for two reasons- # 1 The vetting process takes time and energy and only about 1 out of 4 that I go through the trouble to vet actually ends up listed here and # 2, this page of the site, like the entire rest of the site, is a for-profit business. If you want to start a website where you vet and list recommended financial advisors for free, be my guest. ".

The links on this website are provided as a convenience and a link does not imply that our firm approves or endorses any of the websites. By clicking on a link, the viewer will be leaving the Pauley Financial Services, Inc. website. Pauley Financial Services, Inc. does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Pauley Financial Services, Inc.'s web site or incorporated herein. All such information is provided solely for convenience purposes only.

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