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• Media Mentions

At Cassaday & Company we are committed to providing our clients with objective financial guidance delivered with the highest levels of honesty, integrity and overall excellence possible. 

We are especially proud when we receive industry validation and recognition for our commitment to excellence.  However, we recognize that we could not achieve this level of success without our clients.  We are truly thankful for our clients’ continued support.  

Below is a list of some of the awards and accolades that we have received.

		Best Places to Work Cassaday & Company, Inc. was recognized as one of the Best Places to Work in 2007, 2008, 2011 and 2012 by the Washington Business Journal.
		Best Places to Work Cassaday & Company, Inc. was named one of the 2012 Best Places to Work in Virginia by Virginia Business magazine.
		Great Places to Work Cassaday & Company, Inc. was named among the area's top 50 best places to work in 2011 and 2009 by the Washingtonian. This award is presented every other year.
		NABCAP Premier Advisors 2011 Cassaday & Company was recognized by the National Association of Board Certified Advisory Practices as a premier advisory practice in the greater Washington, D.C. area.
		Barron's Top 1000 Advisors in the US Cassaday & Company was  once again ranked 4th in Virginia among Barron's list of "The Top 1000 Advisors in America" for 2012, 2011 and 2010. Cassaday & Company also made the list in 2009.
		Barron’s Top 100 Independent Advisors 2011 Cassaday & Company, Inc. was named to the Barron’s Top 100 Independent advisors in America in 2011. The firm has received this award for the past four years.
		Washingtonian's Top Financial Planners Cassaday & Company was again named among the area's most respected financial planners in 2009 and 2010.
		Inc. 5000 Inc Magazine named Cassaday & Company, Inc, one of the fastest growing private companies in America for the following years: 2010 2009 2008 2007
		Financial Advisors Registered Investment Advisor Ranking 2010, 2008, and 2007 Financial Advisor Magazine named Cassaday & Company, Inc. as one of the fastest growing registered investment advisory firms in the country in 2007, 2008, and 2010.
		50 Largest Financial Planning Firms 2009 Cassaday & Company, Inc. has been ranked 23rd in Investment News' 50 Largest Financial Planning Firms in the Country Click here for article
		Washington Business Journal 2008 Washington Business Journal honors Stephan Cassaday the Award for Financial Excellence in Financial Services Click here for full article Video featuring award winner, Stephan Cassaday - click here
		Registered Rep Magazine 2008 Stephan Cassaday is selected as one of only ten advisors nationally to receive the Outstanding Financial Advisor Award from Registered Rep Magazine, 2008. Selection criteria based on AUM and community leadership and service. Click here for article
		Top Dogs – Bloomberg’s Wealth Manager Magazine Cassaday and Company, Inc. named one of America’s Top Wealth Managers in the following years: 2008 -  click for article 2007 2005 2004 2003
		Registered Rep Magazine America's Top 100 Independent Advisors. Stephan Cassaday was twice ranked in the top 100 independent advisors in the country in 2007 and 2008. 2008 -  click for article 2007 -  click for article
		Virginia Business Magazine - 2008 Virginia Winner’s Circle Stephan Cassaday appears on the list of Top Wealth Advisors, #12 out of top 25, for the 3rd year in a row.
		Christopher Krell is recognized as a Top Advisor 2008 by Reuters based on qualitative criteria including total assets under management, growth of assets under management, product expertise and client focus click to view award
		Registered Rep Magazine 2007 Stephan Cassaday featured in Registered Rep Magazine, August 2007 as one of the nation’s Top Independent Advisors click for article
		Financial Planning Association Leadership Award - Financial Planning Association, January 2003 President, Stephan Cassaday, was selected by his peers as an outstanding leader among Financial Planning Association members in the national capital chapter.
		Cassaday & Company is one of only five top CPA/financial planning firms selected for CPA Wealth Provider's First Annual Financial Planning Award - CPA Wealth Provider, January 2004 CRITERIA: Awards presented to honor companies taking the lead through innovation, efficiency, initiative, or growth in the financial planning area.  More than 60 nominations were reviewed by the chief editors of Accounting Today, Accounting Technology, Practical Accountant, and CPA Wealth Provider.

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. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.

To be considered for participation in Best Places to Work list created by Virginia Business and Best Companies Group, companies had to fulfill the following eligibility requirements: be a for-profit or not-for-profit business or government entity, be a publicly or privately held business, have a facility in the state of Virginia, have at least 15 employees working in Virginia and have been in business a minimum of 1 year. Best Companies Group managed the overall registration, survey and analysis process and determined the final rankings. For more information on the Best Places to Work in Virginia program, visit www.BestPlacesToWorkVA.com.

The “Barron’s Winner’s Circle Top 100/ Top 1000” is a select group of individuals who are screened on a number of different criteria. Among the  factors the survey takes into consideration are the overall size and success of practices, the quality of service provided to clients, adherence to high standards of industry regulatory compliance, and leadership in “best practices” of wealth management. Portfolio performance is not a factor. Please see www.wcorg.com for more information.

The formula Barron's uses to rank advisors is proprietary. It has three major components: assets managed, revenue produced and quality of practice. Investment returns are not a component of the rankings because an advisor's returns are dictated largely by the risk tolerance of clients. The quality-of-practice component includes an evaluation of each advisor's regulatory record.Please see http://online.barrons.com/report/top-financial-advisors for more information.

Investment News used RIAs qualified and ranked by RIA database provide financial planning services, derive more than 50% of their business from retail investors, do not conduct business as a broker-dealer or bank, derive less than 50% of their revenue from managing proprietary products and manage assets where less than 50% are invested in proprietary products. A dominant portion of their AUM cannot be invested in proprietary products nor be derived from managing proprietary products. Based on assets under management as defined by the Securities and Exchange Commission, as of Sept.30.

The Inc. 500|5000 is ranked according to percentage revenue growth for four years. To qualify, companies must have been founded and generating revenue by the first week of four years prior to the year won, and therefore able to show four full calendar years of sales. Additionally, they have to be US based, privately held, for profit, and independent -- not subsidiaries or divisions of other companies.

The Washingtonian Top Financial Planner is awarded to individuals who are nominated and surveyed by their industry peers as being the best in their field. The advisors select are those who received the most recommendations from their peers. Portfolio performance is not a factor.

Washington Business Journal Financial Excellence Award- "The winners were chosen by the Washington Business Journal editorial staff. We solicited outside counsel from industry insiders before picking the winners.

We selected them based not on the amount of money they were handling but on the work they have done in the past year to put their organizations on firm financial footing."

NABCAP evaluates candidates on 20 categories of practice management. Characteristics of an advisory practice evaluated include but are not limited to: Years of experience, Credentials/Designations, Average AUM per client, Investment philosophy, Risk philosophy, U4/ADV status, and Customer service. Advisors are invited to participate by submitting an online questionnaire. No fee is paid to participate.