AWARDS AND RECOGNITION

 

At Cassaday & Company, Inc., our commitment to providing objective and impartial advice to investors seeking guidance on their financial situations requires that we strive for excellence at every level. Employee development and satisfaction, prudent growth strategies for our business, our integrated wealth management approach, our patented DIESEL system for retiree cash flow, and our succession and continuity plans have attracted the attention of those who monitor our industry.

We are especially proud of the recognition we have received from the industry, our peers, leading financial publications, and the community for our commitment to excellence.

Industry Awards:

  • Arlington Magazine - Best Financial Planners (2015, 2017)
  • Barron’s - #1 Financial Advisor in Virginia (2014, 2016-2023)
  • Barron’s - Hall of Fame Advisor (2019)
  • Barron's - Top 100 Private Wealth Management Teams (2019-2023)
  • Barron’s - Top 100 Financial Advisors in the Nation (2016-2023)
  • Barron’s - Top 100 Independent Financial Advisors in the Nation (2007-2023)
  • Barron’s - Top Advisor Ranking by State (2009-2024)
  • Financial Advisor Magazine - Top RIAs in the US (2012-2023)
  • Financial Times - Top 300 RIA Firms (2014-2015, 2018-2020)
  • Financial Times - Top 400 Financial Advisors (2011-2015, 2018-2020)
  • Forbes - America’s Top Next-Generation Advisors (2017-2020)
  • Forbes - America's Top Registered Investment Advisory (RIA) Firms (2022-2023)
  • Forbes - America’s Top Wealth Advisors (2016-2017)
  • Forbes - Best-In-State Wealth Advisors (2018-2023)
  • Forbes - Best-In-State Next-Gen Wealth Advisors (2019-2020, 2022-2023)
  • InvestmentNews - 40 Under 40 (2023)
  • InvestmentNews - Top Advisors (2024)
  • Loudoun Times - Top 40 Under 40 (2015)
  • Northern Virginia Magazine - Top Financial Professionals (2011-2023)
  • Rep. Magazine - Top Next Gen IBD Advisors (2014-2015)
  • Virginia Living - Best Financial Planning Firm (2017, 2020, 2022)
  • Washingtonian - Top Wealth Advisors (2008-2022)
  • Washingtonian - Top Wealth Advisor Hall of Fame (2023)

Company, Workplace Excellence, and Other Awards:

  • Forbes - 100 Fastest Growing RIAs (2016)
  • Inc. - Best Workplaces (2019-2022)
  • Inc. 5000 - Fastest Growing Companies (2007-2010, 2014-2016, 2019-2021)
  • Inc. 5000 Regionals: DC Metro - Top 250 Fastest Growing Companies (2020)
  • Invest in Others - Charitable Champion (2019-2020, 2022-2023)
  • Investment News - 50 Largest Financial Planning Firms (2009)
  • Investment News - Best Places to Work for Financial Advisors (2018-2024)
  • Investment News - Best Practices: Technology (2015)
  • Leadership Center for Excellence - 40 Under 40 (2017-2018)
  • Pensions and Investments - Best Places to Work in Money Management (2015)
  • Radford University - Outstanding Alumnus Award (2016, 2021)
  • Radford University - Young Alumnus Merit Award (2017)
  • SmartCEO - Best Run Companies (2016)
  • Virginia Business - #1 Best Place to Work in Virginia (2019)
  • Virginia Business - Best Places to Work (2012-2024)
  • Virginia Business - Virginia 500: The Power List (2021-2023)
  • Washington Business Journal - Best Places to Work (2007-2008, 2010-2013, 2015-2023)
  • Washington Business Journal - Corporate Philanthropy Award (2019-2023)
  • Washingtonian - Great Places to Work (2009, 2011, 2013, 2015, 2017, 2019)
  • Washington Post - Top Workplaces (2020-2022)

To view the criteria for each of these awards, click here.