Investment News – Best Places to Work

Cassaday & Company, Inc., has been ranked as the #15 Best Place to Work for Financial Advisors in the Nation by InvestmentNews for 2023. This is the 6th consecutive year the firm has been recognized for this award.

About the Award

InvestmentNews 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 2023 ‘Best Places to Work for Financial Advisors’ ranking included 75 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.

InvestmentNews partnered with Best Companies Group, an independent research organization, to execute the survey ranking process. Firms were selected based on employer and employee survey feedback, which polled topics such as workplace culture, benefits, and perks. Rankings were determined based on the voluntary information collected.

This year’s InvestmentNews Best Places to Work for Financial Advisors illustrates how thoughtful leadership and practices deliver operational results that translate to talent-attracting culture. InvestmentNews says, “the cliché is that employees come for the money but stay for their co-workers — and at advisory firms, their clients. This year’s winning firms translate lofty workplace missions to the kind of daily experience that makes everyone want to stick around.”

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 InvestmentNews 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.




InvestmentNews Best Place to Work for Financial Advisors (2018-2023) – 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 of 15 full-time employees.  Cassaday did not compensate InvestmentNews for this award.  To learn more about Cassaday’s awards and recognition, please visit award disclosures.


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