September 18, 2017
Stephan Cassaday, Founder and CEO of Cassaday & Company, Inc., is 12th on the Top 100 Independent Financial Advisors in the nation according to Barron’s, the world’s premier investing publication, published by Dow Jones & Company.
This is the tenth consecutive year Cassaday has made this list, and the third honor from Barron’s in 2017; previous awards include:
- Barron’s Top 1,200 Financial Advisors – #1 advisor in Virginia
- Barron’s Top 100 Financial Advisors – The most comprehensive list
One of the first financial advisors in the industry to become independent, Cassaday left his senior management position with a major New York Stock Exchange firm to launch Cassaday & Company, Inc. in 1993. His vision of providing objective, client-focused advice free from corporate agendas and interests has been the firm’s guiding principle for the past 24 years.
“I attribute all of our success to our outstanding employees who are our greatest resource,” said Cassaday. “We pride ourselves on working together to maintain a culture of excellence and integrity by adhering to the highest standards and acting in the best interest of our clients, 100 percent of the time,” continued Cassaday. “We are grateful that our clients recognize what differentiates us and they continue to place their trust in Cassaday & Company, Inc.”
Barron’s Top 100 Independent Financial Advisors ranking is determined by a rigorous assessment process, with firms from all 50 states and the District of Columbia undergoing examination. The volume of assets overseen by advisors and their teams, revenues generated for the firms, and the quality of advisors’ practices – including investment philosophy, business practices, and contributions to the community – are all evaluated. Investment returns are not a component of the rankings, as returns are largely dictated by the risk tolerance and goals of clients.
About Cassaday & Company, Inc.
Cassaday & Company, Inc. is an independent wealth management firm located in McLean, Virginia, with more than $2.4 billion in assets under management (as of September 1, 2017). The firm is recognized by Barron’s as the #1 Financial Advisor in Virginia on their list of ‘Top 1,200 Advisors: State by State’ for 2017, 2016 & 2014, and as one of the ‘Top 100 Independent Advisors in the Nation’ for 2016. The firm is also named to Forbes’ lists of ‘America’s Top Wealth Advisors’ and ‘100 Fastest Growing RIAs’, Washingtonian’s list of ‘Top Wealth Advisers’, and Inc. 5000’s ‘Fastest Growing Companies’ list. With a strong commitment to employee development and community engagement, Cassaday is recognized with workplace excellence honors from the Washingtonian, Washington Business Journal, Virginia Business, Pensions & Investments, Northern Virginia Family Service and others.
Securities offered through Royal Alliance Associates, member FINRA/SIPC. Investment advisory and insurance services offered through Cassaday and Company, Inc., a registered investment adviser not affiliated with Royal Alliance Associates. 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 learn about these criteria for all of these awards, please visit https://www.cassaday.com/disclosures.