Barron’s – Hall of Fame Advisor

Cassaday & Co. Chairman, Founder & CEO Stephan Cassaday has been inducted into Barron’s Hall of Fame.

On receiving this recognition, Cassaday said, “It’s an incredible honor to earn this accolade from a premier publication. These accomplishments are possible in large part due to the firm’s outstanding professionals. Their commitment to all of our clients and enthusiasm for serving them is awe-inspiring.”

This commitment to serving our clients is at the center of Cassaday’s culture. One of our foundational values is “always do the right thing,” and our team has inculcated this concept. When faced with a choice, asking they ask themselves a simple question, “Is this the right thing to do for the client?” This more fully assures integrity and brings clarity to the decision-making process. The continued support of our team has helped pave the way to our continued success.

About this Award

Steve was inducted into the Barron’s Hall of Fame in 2019, which marked the inaugural year for this recognition. The Barron’s Hall of Fame acknowledges advisors who have appeared in Barron’s annual Top 100 Advisor rankings for 10+ years. Barron’s believes the best advisors are those who can demonstrate sustained excellence over a long period and whose practices are set up to serve clients well, even after the advisor has retired or otherwise left the business.

Ranking History

Steve has been recognized by Barron’s every year since 2007, appearing on their Top 100 Financial Advisors in the Nation (2016-2022), Top 100 Independent Financial Advisors in the Nation (2007-2022), and Top 1,200 Advisors: State-by-State (2007-2022) rankings. The Cassaday team has also been recognized by Barron’s as a Top 100 Private Wealth Management Teams (2019-2022).

For more on the Barron’s Hall of Fame:

For more on Cassaday & Co.’s awards and recognition:



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