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.

cassadayIndustry Awards:

  • AdvisorOne – Top Wealth Manager (2012)
  • Arlington Magazine – Best Financial Planners (2015, 2017)
  • Barron’s – #1 Financial Advisor in Virginia (2014, 2016, 2017)
  • Barron’s – Top 100 Financial Advisors in the Nation (2016, 2017)
  • Barron’s – Top 100 Independent Financial Advisors in the Nation (2007-2016)
  • Barron’s – Top 1,200 Advisors: State-by-State (2007-2017)
  • Bloomberg Wealth Manager – Top Wealth Managers (2003-2005, 2007-2008)
  • Financial Advisor Magazine – Top RIAs in the US (2007-2008, 2010, 2012-2016)
  • Financial Times – Top 300 RIA Firms (2014-2015)
  • Financial Times – Top 400 Financial Advisors (2011-2015)
  • Forbes – America’s Top Wealth Advisors (2016)
  • Loudoun Times – Top 40 Under 40 (2015)
  • NABCAP – Premier Advisor (2011-2014)
  • Northern Virginia Magazine – Top Financial Professionals (2011-2016)
  • Registered Rep Magazine – Top 100 Independent Advisors in America (2007-2009)
  • Rep. Magazine – Top Next Gen IBD Advisors (2014-2015)
  • Washingtonian – Top Wealth Advisors (2008-2010, 2012, 2016)

Company and Workplace Excellence Awards:

  • Alliance for Workplace Excellence – (2012, 2014-2017)
  • Forbes – 100 Fastest Growing RIAs (2016)
  • Helios HR – Apollo Award Winner for Best Workplace Practices (2013)
  • Inc. Magazine – Top 5,000 Fastest Growing Companies (2007-2010, 2014-2016)
  • Investment News – 50 Largest Financial Planning Firms (2009)
  • Investment News – Best Practices: Technology (2015)
  • Northern Virginia Family Service – CARE Award (2015-2016)
  • Pensions and Investments – Best Places to Work in Money Management (2015)
  • Radford University – Outstanding Alumnus Award – Stephan Cassaday (2016)
  • SmartCEO – Best Run Companies (2016)
  • Virginia Business Magazine – Best Places to Work (2012-2017)
  • Washington Business Journal – Best Places to Work (2007-2008, 2010-2013, 2015-2017)
  • Washingtonian – Best Places to Work (2009, 2011, 2013, 2015, 2017)

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