Cassaday & Company, Inc., has been named to Financial Planning’s “Best Places to Work in Money Management” list for 2024.  

Marketing Award Disclosure: The 2024 Best Places to Work in Money Management is awarded by Financial Planning. Cassaday did not compensate Financial Planning for this award.

Marking its inaugural year, the 2024 Financial Planning “Best Places to Work in Money Management” list ranks 18 Registered Investment Advisory (RIA) firms nationwide, highlighting top employers in the investment advisory industry. 

About the Award 

For this ranking, Financial Planning considered any registered investment advisor (RIA) that employs money managers and met certain conditions: Each firm must have a facility in the United States, must be in business for at least one year and must have at least 10 employees working within America’s borders. “Money managers” were defined as financial professionals who manage portfolios or institutional investors — such as pension funds, endowments or foundations — and are regulated by the SEC as an “investment advisor.” 

To establish which firms could be considered a best place to work, Financial Planning worked with Best Companies Group to survey financial professionals across the country. Together they asked these employees about the firms they work for, measuring them in terms of leadership, culture, pay and benefits, training, work environment, engagement and communications, among other factors. 

Separately, firms’ workplace policies, practices, benefit programs, philosophy, systems and demographics were evaluated. Best Companies Group combined the scores from these evaluations with the scores from the survey data to create the final ranking. 

About Cassaday & Company, Inc.’s Culture 

Our team takes great pride in the recognition we receive for our industry expertise, but we are especially proud to consistently be ranked as a Best Place to Work.  

Steve Cassaday founded our firm with the objective of creating a workplace that will attract and retain the top talent in our industry and ensure that the professionals we employ “think like owners.” As a result, our culture has shaped a workplace where our team is highly motivated to provide our clients with unparalleled dedication and service.  

See here to read more on why Cassaday is proud to regularly be ranked a Best Place to Work.   

To view the article and full ranking, click here. 

Award Disclosures:

The “2024 Financial Planning Best Places to Work in Money Management” award is given by “Financial Planning” magazine.  Firms applied for this award, and no clients were consulted.  To be considered, any registered investment advisor (RIA) that employs money managers is eligible while also meeting this criteria: each firm must have a facility in the United States, must be in business for at least one year, and must have at least 10 employees working within America’s borders.  The HR research firm Best Companies Group surveyed financial professionals across the country and asked these employees about the firms they work for, measuring them in terms of leadership, culture, pay and benefits, training, work environment, engagement, and communications, among other factors. Separately, an evaluation was made of each firm’s workplace policies, practices, benefit programs, philosophy, systems, and demographics. Best Companies Group combined the scores from these evaluations with the scores from the survey data.