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: