Forbes – America’s Top RIA Firms
Cassaday & Company, Inc., has been ranked #17 on the Forbes America’s Top Registered Investment Advisory (RIA) Firms list for 2025. Our team is honored to receive this recognition from Forbes for the fourth year in a row.
Compiled by SHOOK Research, Forbes’ Top RIA ranking highlights 250 advisory firms nationwide with cumulative assets of $1.9 trillion. According to SHOOK, this list is meant to help those looking for an independent advisor.
About this award
Research for all Forbes advisor rankings is conducted by SHOOK Research. SHOOK scours the financial services industry for nominations. SHOOK accepts advisors who meet pre-determined minimum thresholds and acceptable compliance records. For this ranking, SHOOK received over 50,000 nominations for advisors who meet SHOOK’s thresholds. Of this group:
- 28,522 were invited to complete online survey
- 33,024 total interviews were conducted
- 24,647 telephone interviews
- 6,781 in-person interviews at the advisors’ location
- 1,596 virtual interviews
To compile their final list, SHOOK uses an algorithm designed to fairly compare the business practices this large group of firms based on quantitative and qualitative elements. While there is focus on quantitative data, SHOOK focuses primarily on qualitative data, skewing their recommendations towards firms in which they can thoroughly understand how each client is actually treated. In doing so, they measure aspects like processes that are inherent in each client relationship, what is the team’s purpose, and what is the underlying culture that can be seen throughout all levels of employees.
Ranking History
Cassaday was also named a Top RIA by Forbes in 2024, 2023, and 2022.
To view the complete list of Forbes 2025 Top RIA Firms, click here.
For more on SHOOK’s methodology, click here.
Award Disclosures:
Forbes - America's Top RIA Firms (2022–2025) - Issued by Forbes and SHOOK Research on October 1, 2025 for the 2025 award year and awarded to registered investment advisory firms. Cassaday & Company, Inc. applied for the recognition. Criteria used to determine the winner(s) is qualitative due diligence (best practices, client retention, industry experience, compliance record, firm nominations) and quantitative factors (AUM and revenue); investment performance was not a criterion. Award consideration was based on data covering a trailing 12-month period. 250 were selected. No fee was paid for the nomination or receipt of the award; firms may pay optional fees for premium listing features after being ranked, which do not affect rankings. Please see https://www.forbes.com/sites/rjshook/2025/10/01/methodology-americas-top-ria-firms-2025/ for more details.
Third-party ratings are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.
