Investment News – Best Places to Work

Cassaday & Company, Inc. has been ranked as the 2021 #2 Best Place to Work for Financial Advisors in the nation by InvestmentNews. The firm ranked #1 overall from 2019-2020, and in 2018 ranked 3rd place in the mid-size company category, and 12th overall in the nation.

Our firm is honored to be recognized by InvestmentNews as a Best Place to Work for Financial Advisors every year that the award has been offered, and elated to be awarded a top spot in the nation once again. Cassaday & Company, Inc. takes pride in the investments we continue to make in our personnel, infrastructure, training, and technology. These investments have allowed us to create a culture of excellence in which employees are empowered, motivated, and committed to working together every day to exceed our clients’ expectations. In creating this award-winning workplace culture, we’re able to reduce turnover rates and have an average staff tenure of 15 years, creating a continuity of excellent service for our clients.

InvestmentNews set out on the ‘Best Places to Work for Financial Advisors’ project to identify and recognize firms that empower employees to grow professionally and provide clients with the best possible investment and financial planning advice. This ranking is the first of its kind for the financial industry. This 2021 ‘Best Places to Work for Financial Advisors’ ranking included 75 firms from across the nation, ranging from small practices with fewer than 20 people to large companies with hundreds of employees.

“We’ve all seen the value of a great work culture over the past year, and InvestmentNews is excited to once again recognize those firms that are taking a lead in providing great financial advice and being a great place to work,” said George Moriarty, Chief Content Officer, InvestmentNews. “These firms are leading the industry in developing best-in-class human resource practices.” For more about how Cassaday & Company, Inc. stood out this year as a firm, click here.

Firms were chosen based on employer and employee surveys asking questions about workplace culture, benefits, and perks. InvestmentNews partnered with Best Companies Group, an independent research organization, to conduct surveys. Rankings were determined based on the voluntary information collected.

To see the full list or to learn more about the award, click here. Cassaday & Company, Inc.’s “Best Place to Work” feature can be found here.



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