Investment News – Best Places to Work

Investment News – Best Places to Work 

Cassaday & Company, Inc., has been named a Best Place to Work for Financial Advisors for 2025. This is the 8th year the firm has been recognized for this award.  

Marketing Award Disclosure: The 2025 Best Places to Work for Financial Advisors is awarded by Investment News. Cassaday did not compensate Investment News for this award. 

About the Award 

Investment News established the ‘Best Places to Work for Financial Advisors’ award program to identify and recognize firms that empower employees to grow professionally, and to provide clients with the best possible investment and financial planning advice. This ranking is the first of its kind for the financial industry. The 2025 ‘Best Places to Work for Financial Advisors’ ranking included 45 firms from across the nation, ranging from small practices with as few as 15 people to large companies with hundreds of employees. These firms invest in creating a work atmosphere and culture that attracts the best employees in the U.S.  

Firms were selected based on employer and employee survey feedback, which polled topics such as workplace culture, benefits, compensation, employee development, and commitment to diversity and inclusion. Rankings were determined based on the voluntary information collected. This anonymous feedback, along with other information, was analyzed by Investment News’ team before the Best Places to Work 2025 were named. 

Culture That Attracts Excellence 

This year’s Investment News Best Places to Work for Financial Advisors illustrates how thoughtful leadership and practices deliver operational results that translate to talent-attracting culture. Investment News says, “as the war for talent continues to intensify in the wealth space, some of the best places to work for financial advisors in 2025 are distinguishing themselves with appealing benefits.”  

Steve Cassaday founded our firm with the objective to create 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.   

Award History 

Cassaday & Co. has been recognized by Investment News as a Best Place to Work each year since the award’s inception in 2018. Cassaday was ranked the #1 Best Place to Work in the Nation for Financial Advisors in 2019 and 2020.  

To see the full list or to learn more about the award, click here 

 

Disclosures:

Investment News – Best Places to Work for Financial Advisors- (2018-2025)   

Third-party rankings and recognitions 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. This recognition program identifies and recognizes financial advisory firms that empower employees to provide clients with the best possible investment and financial planning advice. Eligibility requirements include being a registered investment adviser (RIA) or being affiliated with an independent broker-dealer (IBD), being in business for a minimum of one year, and having a minimum number of employee responses based on its overall size. Organizations that achieved an 80 percent or greater average satisfaction rating from employees were named Best Places to Work of 2025. Cassaday did not compensate Investment News for this award.  To learn more about Cassaday’s awards and recognition, please visit award disclosures.  

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