Cassaday & Company, Inc., has been ranked #28 on the Forbes America’s Top Registered Investment Advisory (RIA) Firms list for 2024. Our team is honored to receive this recognition from Forbes for the third year in a row. 

SEC Marketing Disclosure: The 2024 America’s Top Registered Investment Advisory Firms is awarded by Forbes. Cassaday did not compensate Forbes for this award.  

Compiled by SHOOK Research, Forbes’ Top RIA ranking highlights 250 advisory firms nationwide with cumulative assets of $1.6 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 nearly 36,535 nominations for advisors who meet SHOOK’s thresholds. Of this group: 

• 46,212 nominations received, based on thresholds 

• 25,103 invited to complete online survey 

• 21,417 telephone interviews 

• 5,246 in-person interviews at advisors’ location 

• 1,545 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.  

For more on SHOOK’s methodology, click here. 

Ranking History 

Cassaday was also named a Top RIA by Forbes in 2022 and 2023. To view the complete list of Forbes 2024 Top RIA Firms, click here. 

Award Disclosures