Advisor Hub – Advisors to Watch

Cassaday & Co. is proud to share that Chairman and CEO Stephan Cassaday, Partner Nick Harris, Partner Sean Gallahan, and Partner Andrew Malay have been recognized as Advisor Hub Advisors to Watch for 2024.

About The Award

Regarding the creation of their ranking, Advisor Hub stated, “While the Advisors to Watch ranking relies on practice data, what it ultimately measures is an advisor’s resilience and drive to succeed. We recognize advisors who are still winning business and growing, regardless of where they are in their career.” To be considered for this award, nominees were required to have a minimum of seven years’ experience, $150m minimum AUM, and a clean regulatory record. Advisors were ranked on the 1) size and makeup of their practice; 2) year-over-year growth; 3) and professionalism. Participation in this ranking was open to any firm or advisor and there are no fees for participation.

1,000 advisors were selected for this year’s award and ranked in 7 categories:

• 200 RIAs To Watch
• 250 under $1 billion
• 150 Advisors To Watch (Over $1B)
• 100 Next Gen
• 100 Solo Advisors To Watch
• 100 Fast-Growing Advisors To Watch
• 100 Women Advisors To Watch

Our advisors were ranked in the following categories:

• 200 RIAs To Watch – Steve Cassaday
• 250 under $1 billion – Nick Harris
• 100 Solo Advisors To Watch – Sean Gallahan
• 100 Next Gen – Andrew Malay

Our advisors’ inclusion in Advisor Hub’s Advisors to Watch list reflects their hard work and dedication, and underscores Cassaday’s commitment to fostering a culture of excellence and continuous improvement. We are incredibly proud of their achievements and grateful for their contributions to our firm.

To read more on this award, click here.

Award Disclosures:

The Advisors to Watch ranking uses three main criteria in its methodology: 1) Scale: Assets Under Management, revenue/production, client households, team size and number of Financial Advisors on the team; 2) Growth: The year over change in assets, households, team size and production/revenue; 3) Professionalism – Regulatory record, community involvement, professional credentials, and team diversity. Advisors must meet the following minimum criteria: 7 years of experience as an advisor; a clean regulatory record (2 or fewer complaints with no significant judgments); at least two years at your current firm and in good standing; and a minimum $100m AUM. The subcategories the advisors may qualify for include 150 Advisors to Watch Over $1Bil, 250 Advisors to Watch Under $1Bil, 200 RIAs to Watch, 100 Women Advisors to Watch, 100 Next Gen Advisors, 100 Solo Practices, and 100 Fast Growing Advisors to Watch. There is no sales requirement nor any client consultation for the award. The representative applied for the award but no fee was paid to be considered.