• Barron’s Top 1,200 Advisors: State by State 2017

    Stephan Cassaday has again been named the top financial advisor in Virginia according to Barron’s, which released its 2017 list of Top 1,200 Advisors: State by State rankings this March. Cassaday has topped the Virginia list for three of the past four years.  Read more

  • Barron’s Top 100 Independent Advisors - 2016

    Cassaday honored again by Barron's as a Top 100 Independent Advisor in the nation for 2016. Steve Cassaday has been on this prestigious list every year since 2008, climbing to 15th place overall this year. He has been named to all three eligible Barron’s lists for 2016.  Learn more

  • Forbes List of America's Top Wealth Advisors

    Cassaday and Company, Inc. was honored on the Forbes list of America's Top Wealth Advisors for 2016.  Read more

  • Barron’s Top 100 Financial Advisors

    Cassaday was honored as one of Barron’s Top 100 Financial Advisors in the nation for 2016.  Read more

  • Investment News Best Practices

    Cassaday & Company, Inc. was honored with the Best Practices award by Investment News in October, 2015. 

    The InvestmentNews Adviser Technology Study highlights the ways in which firms have punched through the ceiling with the most advantageous use of staff members and technology strategies. Associate publisher, Mark Bruno, said these firms are considered leaders and role models for fellow industry members. 

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  • Barron’s Top 100 Independent Advisors 2015

    Cassaday & Company, Inc. was named as the #2 Top Independent Advisor in Virginia on Barron’s "Top 100 Independent Advisors in America" in 2015. The firm has been included on this list for the past eight years.

  • Financial Times Top 300 RIAs

    Financial Times ranked Cassaday & Company, Inc. on its 2015 list of the “Top 300 Registered Investment Advisors” in the United States. The firm also made the list in 2014.

  • Barron’s Top 1,200 Advisors: State by State

    Cassaday was ranked as the #1 financial advisor in Virginia on Barron’s 2016 list of the “Top 1,200 Financial Advisors: State by State.” In 2014, Cassaday also made the list at #1 and has been included on Barron’s list every year since its inception.

  • Inc. 5000 Fastest Growing Companies

    Inc. Magazine named Cassaday & Company, Inc., one of the fastest growing private companies in America in 2016. Cassaday was also on the Inc. 5000 list from 2007-2010 and in 2014.

  • Washingtonian Top Financial Planners

    Cassaday & Company, Inc. was named by the Washingtonian as one the area's Top Financial Planners (Fee-Based) for 2016.

  • Washington Business Journal Best Places to Work

    Cassaday & Company, Inc. was recognized by the Washington Business Journal as one of the Best Places to Work in 2016, as well as in 2007-2008, 2010-2013 and 2015.

Cassaday & Company Promise

Welcome to Cassaday & Company, Inc. Thank you for considering us as a resource for your wealth management needs.  We would like to share with you why we created Cassaday & Company, Inc., how proud we are of our locally-owned, independent advisory firm, and the potential advantages we offer to our clients.

Download our Welcome Brochure


Please take a moment to watch the above video by Stephan Cassaday, President of Cassaday & Company, Inc., to learn more about our wealth management firm.


To learn more about the professional history of our financial advisor(s), please visit FINRA's BrokerCheck.