Cassaday & Company, Inc. is proud to announce that it has been named to the Financial Times Top 300 RIA list for 2020. This is the 5th year that the firm has appeared on this list.
Financial Times stated that, “breadth of service is a key theme in this year’s list, with many advisers managing retirement planning, tax management, philanthropy and other aspects of clients’ financial lives beyond just investments.” This holistic wealth management standard is a characteristic that Cassaday & Company takes great pride in. Stephan Cassaday, founder and CEO of our firm, has continued to add new services to the company, such as tax management and estate planning, in order to ensure that Cassaday and Company can help clients in every aspect of their financial planning.
This notable list is compiled of a competitive group of registered investment advisors (RIAs). The competition this year was particularly intense due to the COVID-19 outbreak, with many companies making the list and edging out peers on only minor differences. Cassaday & Company, Inc. is proud of our team for their continued commitment to excellence and being the driving force behind our appearance on this list. Because of our rigorously trained, qualified, credentialed, and experienced team of subject matter experts, we are able to offer services and quality seen at a much larger firm and receive this level of recognition.
Cassaday & Company has also appeared on the FT Top 300 list in 2019, 2018, 2015, and 2014.
To read more about the methodology behind the rankings and to view the full FT Top 300 RIA’s list, click here.