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.
Marketing Disclosure: The 2025 America’s Top Registered Investment Advisory Firms is awarded by Forbes. Cassaday did not compensate Forbes for this award. Award consideration was based on data covering a trailing 12-month period ending March 31st.
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) – America’s Top Registered Investment Advisor Firms ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion. Participation in this directory is limited to ranked firms; once placed on a ranking, firms may choose to pay fees to Forbes and SHOOK for premium listing features as indicated by highlighted names. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor or firm and not indicative of future performance or representative of any one client’s experience. Investors must carefully choose the right advisor or firm for their own situation and perform their own due diligence. Past performance is not an indication of future results. Neither SHOOK nor Forbes receives compensation in exchange for its Registered Investment Advisor Firm placements or rankings, which are determined independently. Award consideration was based on data covering a trailing 12-month period ending March 31st. For more information, visit https://www.forbes.com/sites/rjshook/2023/10/10/methodology-americas-top-ria-firms-2023/?sh=112d3aabe26d.
