Cassaday & Company, Inc., is proud to share that Chairman and CEO Stephan Cassaday, Senior Partner Justin Harris, and Partner Andrew Malay have been recognized as Advisor Hub Advisors to Watch for 2026. 

About The Award 

To assemble these rankings, Advisor Hub evaluates advisors across three major categories: 

1. Scale of the business, including assets under management, profitability, average account size, and the ratio of team members to client households. 
2. Growth of the business, as measured by year-over-year increases in client households, assets, and profits. 
3. Professionalism, which evaluates an advisor’s regulatory record, certifications, years of service, and community involvement. 

Advisor Hub stated their goal is “to identify high-quality advisors from across the country who are growing their businesses and delivering exceptional service to clients.” 

These criteria reflect the standards Cassaday & Company has upheld since 1993. Our firm was built on the belief that investors deserve more than investment management alone — they deserve a dedicated team working in concert across every dimension of their financial lives. Our integrated approach brings together highly experienced and credentialed professionals to deliver coordinated, comprehensive wealth management spanning investments, tax strategy, retirement planning, estate planning, insurance, and more. That breadth of capability, combined with the personal attention of a boutique firm, allows us to grow our business without ever losing sight of what matters most: our clients. 

The 2026 Advisors to Watch — 1,000 honorees — were ranked across 7 categories: 

• 250 RIAs 
• 250 Advisors Over $1Bil 
• 400 Advisors Under $1B
• 50 Next Gen Advisors  
• 50 Solo Advisors  
• 50 Women RIAs to Watch
• 200 Women Advisors to Watch

Cassaday & Co.’s advisors were ranked in the following categories: 

• 250 RIAs To Watch – Steve Cassaday 
• 250 over $1 billion – Justin Harris 
• 400 under $1 billion – Andrew Malay 

Our advisors’ inclusion in Advisor Hub’s Advisors to Watch list reflects their dedication to their clients and to the standard of excellence that defines our firm. We are incredibly proud of their achievements and grateful for the commitment they bring to Cassaday & Company every day. 

To read more on this award, click here. 

Award Disclosures

Advisor Hub 1,000 Advisors to Watch – 250 RIAs – Issued by AdvisorHub on 6/16/26 for the prior two years (2024-2025) was awarded to fee-only individual advisors and teams of advisors. The financial professional applied for the recognition. Criteria used to determine the winner(s): required to have a minimum seven years experience as an advisor, 2 years at current firm, $150m minimum AUM, and a clean regulatory record (2 or fewer complaints and no significant judgments). Advisors were ranked on the 1) size and makeup of their practice; 2) year-over-year growth; and 3) professionalism. More than 250 people were considered for this honor and 250 were selected. No fee was paid for the nomination, receipt, or promotion of the award.  

Advisor Hub 1,000 Advisors to Watch – 250 Advisors Over $1B – Issued by AdvisorHub on 6/16/26 for the prior two years (2024-2025) was awarded to advisors who manage over $1B in assets under management (AUM). The financial professional applied for the recognition. Criteria used to determine the winner(s): required to have a minimum seven years experience, 2 years at current firm, $150m minimum AUM, and a clean regulatory record (2 or fewer complaints and no significant judgments). Advisors were ranked on the 1) size and makeup of their practice; 2) year-over-year growth; and 3) professionalism. More than 250 people were considered for this honor and 250 were selected. No fee was paid for the nomination, receipt, or promotion of the award.  

Advisor Hub 1,000 Advisors to Watch – 400 Advisors to Watch under $1B – Issued by AdvisorHub on 6/16/26 for the prior two years (2024-2025) was awarded to 400 advisors who manage under $1B in assets under management (AUM). The financial professional applied for the recognition. Criteria used to determine the winner(s) includes at least $150m in AUM; 7 years experience; 2 years at current firm and in good standing; clean regulatory record (2 or fewer complaints and no significant judgements). Advisors are ranked on a 100-pt scale in three categories. SCALE: relative size of assets, production and quality of service; GROWTH: relative year-over-year change in assets, clients and production; PROFESSIONALISM: regulatory record, community involvement, mentorship and team makeup. More than 400 were considered for this honor and 400 individuals were selected for. No fee was paid for the nomination, receipt, or promotion of the award.  

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.