Chris Krell - r

Christopher Krell Senior Partner

  • Executive Management
  • Financial Advisors

(703) 506-8200

chris@cassaday.com

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Christopher Krell, CFP® is a Senior Partner at Cassaday & Company, Inc. and has been with the firm since 1997. Christopher personally assists his clients by carefully listening to their needs, engaging them in insightful dialogue, and educating them about their financial situations. By embracing a model of integrated wealth management, Christopher guides his clients through the complexities of personal finance—including investments, estate planning, taxes, cash flow generation, insurance, and more—to create truly comprehensive and well thought-out financial plans. He has established himself as a dedicated financial planner for professionals and small businesses and specializes in multigenerational counseling and cash flow generation. Christopher offers a boutique feel to his clients, aiming to provide such excellent service that each client feels as if they are his only client. By limiting the number of clients that he serves, he is able to focus on achieving a deeper level of financial counseling. Serving as the center of gravity for his clients, he leads wealth summits with their other dedicated financial professionals including estate planners, insurance agents, accountants, and various attorneys to address all areas of personal finance so that his clients can take advantage of every available opportunity. Currently, Christopher’s minimum account size that he oversees for his clients is $1,000,000.

“If the client has a question that involves a dollar sign, then I like to be able to counsel them with their options and help them make informed, educated decisions,” Christopher says. “Moreover, I make sure that all of these areas are properly dovetailed with one another as if it were a case study out of a financial planning textbook.”

Christopher has provided commentary to numerous media outlets, such as the New York Times, Boston Globe, The Washington Post, The Washington Times, Bankrate.com, and Viva Tysons Magazine. He also had his own column, “Money Matters”, in the Loudoun Times Mirror.

Christopher is a senior member of Cassaday & Company, Inc.’s Investment Policy Committee (IPC), which develops the firm’s overall investment selections and policies. He assists with collaboratively reviewing our clients’ holdings and asset allocations, market conditions, research studies, economic analyses, and other areas relevant to the investment process.

Christopher is a graduate of the Pamplin College of Business School at Virginia Polytechnic and State University (Virginia Tech), and is a CERTIFIED FINANCIAL PLANNER™ (CFP®)*, a professional designation he attained through Georgetown University’s Executive Certificate in Financial Planning program.

Outside of Cassaday & Company, Inc., Christopher provides volunteer financial counseling to low income, elderly individuals in the Northern Virginia area. He is a board member of Character.org, assists with the Special Olympics at Fairfax County Public Schools, and has been the Chairman for the Washington Redskins-Optimist Club’s fundraiser for the benefit of mentally and physically abused children. Additionally, Christopher has been on the board for local chapters of the Optimist Club and Lions Club.

Christopher currently lives in Arlington, Virginia with his wife, Donika, three sons, Jonathan, Benjamin, and Cameron, and adorable dog, Max.

Christopher’s Awards & Media Mentions:

Awards

Media Mentions

Christopher is an Investment Advisor Representative with Cassaday & Company, Inc. and a Registered Representative with Osaic Wealth, one of the largest independent broker-dealer firms in the country; he holds the Series 7 and Series 66 securities registrations.

*Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Award Disclosures:

Financial Times - Top 400 Financial Advisors (2015, 2018, 2020) - Issued by the Financial Times in March 2020 for the 2020 award year and awarded to financial advisors. Christopher Krell applied for the recognition. Criteria used to determine the winner(s) is data from advisors, broker-dealer home offices, regulatory disclosures and FT research across six areas: AUM, asset growth, compliance record, experience, credentials and online accessibility; did not evaluate the quality of services provided to clients. Award consideration was based on data covering a trailing 12-month period. 400 were selected. No fee was paid for the nomination, receipt, or promotion of the award.

Forbes - Best-In-State Wealth Advisors (2020, 2022–2026) - Issued by Forbes and SHOOK Research on April 7, 2026 for the 2026 award year and awarded to wealth advisors with at least seven years of experience, nominated by their firms. Christopher Krell applied for the recognition. Criteria used to determine the winner(s) is an algorithm of qualitative and quantitative criteria obtained through telephone, virtual and in-person due diligence interviews, including revenue trends, assets under management, compliance records, industry experience and best practices in serving clients; portfolio performance was not a criterion. Award consideration was based on data covering a trailing 12-month period. 160 in Northern Virginia were selected. No fee was paid for the nomination, receipt, or promotion of the award. Please see https://www.forbes.com/sites/rjshook/2026/04/07/methodology-forbes-americas-top-wealth-advisors-2026/ for more details.

InvestmentNews - Top Financial Professionals in the US (2025–2026) - Issued by InvestmentNews on February 26, 2026 for the 2026 award year and awarded to financial advisors nominated by advisors, industry professionals and clients. Christopher Krell applied for the recognition. Criteria used to determine the winner(s) is a weighted ranking of overall assets under management, AUM growth and client growth; no clients were contacted. Award consideration was based on data covering a trailing 12-month period. No fee was paid for the nomination, receipt, or promotion of the award. Please see https://www.investmentnews.com/best-in-wealth/top-financial-professionals-in-the-usa/265192 for more details.

Northern Virginia Magazine - Top Financial Professionals (2011–2016, 2018–2026) - Issued by Northern Virginia Magazine on August 21, 2026 for the 2026 award year and awarded to financial professionals in Northern Virginia. Christopher Krell was nominated for the recognition. The list was based on nominations submitted in April 2026. Criteria used to determine the winner(s) is a survey sent to past winners and local professionals, who nominated professionals they would refer to friends and family; an editorial team vetted and tallied the nominations to produce the final list. 863 were selected. No fee was paid for the nomination, receipt, or promotion of the award. Please see https://northernvirginiamag.com/best/financial-professionals/ for more details.

REP. Magazine - Top 50 NextGen Independent Advisors (2014–2015) - Issued by REP. Magazine in April 2015 for the 2015 award year and awarded to next-generation advisors at independent broker-dealers. Christopher Krell was nominated for the recognition. Criteria used to determine the winner(s) is nominations from the 30 largest independent broker-dealers by headcount (per Cerulli Associates); nominees were ranked exclusively by total assets under management. 50 were selected. No fee was paid for the nomination, receipt, or promotion of the award.

Washingtonian - Top Financial Advisers (2016, 2021–2022) - Issued by Washingtonian in March 2022 for the 2022 award year and awarded to financial professionals recommended by their industry peers. Christopher Krell was nominated for the recognition. Criteria used to determine the winner(s) is recommendations from industry peers surveyed by Washingtonian; those receiving the most recommendations were selected; portfolio performance was not a factor. No fee was paid for the nomination, receipt, or promotion of the award. Please see https://washingtonian.com/best/financial-advisers/ for more details.

Third-party ratings 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.

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