The FT Top 400 sets out to recognize greatness in the industry while taking into consideration the different approaches and specializations of each firm. Acknowledging the difficulty associated with ranking the industry’s top advisers from 1 to 400, the FT Top 400 is presented as an elite group, not a competitive ranking. To qualify for the list, advisors must have 10 years of experience and at least $300 million in assets under management (AUM). Qualified advisors are scored on six attributes: AUM, AUM growth rate, compliance record, experience, industry certifications, and online accessibility. For 2020, AUM growth rate accounted for 16-20% percent of an advisor’s score. To account for an emphasis on long term client satisfaction, this year the ranking used a 3-year growth rate, as opposed to the 2-year rate used in the past.

Cassaday & Company, Inc. takes pride in the lasting relationships created with our clients. Our goal is to position ourselves at the center of our clients’ financial universes and to implement financial strategies that will span generations. Each client receives recommendations tailored to meet their needs through a collaborative process that reflects multiple perspectives and areas of expertise. We’ve structured our business to give us the ability adapt to a changing industry while providing service offerings seen at a larger firm, whilst always exceeding our clients’ expectations and placing the client experience at the forefront of all that we do.

Cassaday & Company advisors have also appeared on the FT Top 400 list in 2019, 2018, 2017, 2015, 2014, 2013, 2012, and 2011. In 2018, both Founder & CEO Stephan Cassaday and Principal Christopher Krell appeared on the list. Krell also received recognition from FT Top 400 in 2015.