BARRON’S #1 ADVISOR IN VA: 2019, 2018, 2017, 2016, AND 2014
World-renowned investment publication, Barron’s, has ranked CEO Stephan Cassaday the top financial advisor in the state of Virginia on its annual ‘Top 1,200 Financial Advisors: State by State’ list. This is the fifth time in the last six years Cassaday has been awarded the #1 spot on the ‘State by State’ list, Barron’s largest, most comprehensive ranking that evaluates not only independent advisors but advisors from Wall Street firms as well.
On receiving this prestigious honor, Cassaday said, “We are grateful our clients recognize our firm’s distinguishing factors and are honored they continue to place their trust in us,”.
Cassaday has been recognized by several industry leading publications over the past two decades in addition to Barron’s including Forbes, Financial Advisor Magazine, Financial Times, and Washingtonian. Steve attributes much of his success to the team he has created at Cassaday & Company, Inc. He’s embodied his ideals into his highly trained and experienced staff and taught them to think like owners while making customer service their number one priority.
Barron’s ‘Top 1,200 Financial Advisors: State by State’ 2019 ranking is based on data provided by more than 4,000 financial advisors nationwide. Advisors are evaluated based on: assets under management, revenue produced for the firm, regulatory record, quality of practice, and philanthropic work. Investment returns are not a component of the rankings because an advisor’s returns are dictated largely by the risk tolerance of clients. The number of advisor rankings per state is determined by a state’s population and wealth.
The full list of rankings can be found at http://www.barrons.com/report/top-financial-advisors/1000/2019.