Barron’s – Top 100 Financial Advisors in the Nation

Steve Cassaday, Founder, Chairman, and CEO of Cassaday & Company, Inc. has been named by Barron’s as one of the Top 100 Financial Advisors in the Nation for 2022. This is the 7th year Steve has been recognized by Barron’s as a Top 100 Financial Advisor in the Nation.

Since 2007, Barron’s has been highlighting the best in the business with their annual Top Financial Advisors lists. Cassaday is thrilled to be recognized as a top advisor in the nation by an industry leader. Steve has also been recognized as one of Barron’s Top 100 Financial Advisors in the Nation in 2021, 2020, 2019, 2018, 2017, and 2016, and is a member of the Barron’s Advisor Hall of Fame.

The average age of an advisor on the rankings is around 60 years old, and tenure is at an all-time high. The typical Top 100 advisor has about 30 years of experience; Steve has over 40 years. Over those 40 years, Steve has been able to create a team of highly trained, credentialed, and experienced staff who are all dedicated to the same mission. This mission is, and has always been, to put clients first. Our team members work collaboratively, hold each other accountable, and set high expectations for one another to identify the best possible outcomes for clients. This dedication is directly correlated to each of the numbers analyzed by Barron’s for their list’s ranking.

This list serves to spotlight the leading individual financial advisors from across the U.S., and from diverse firm types, ranging from practices within Wall Street brokerage firms to independent advisories. The rankings for this list are based on hard numbers: advisor’s assets under management and annual revenue generated, as well as length of time in the business, client retention, advanced credentials, philanthropic work, and a review of each advisor’s regulatory record. It also measures a wide range of qualitative data aimed at capturing the resources that advisors devote to creating a high-quality experience and assessing their actual track record of serving clients well.

Read more about the Barron’s Top 100 Financial Advisors in the Nation here.

The full list of top 100 advisors can be found here.

To read more on all of Cassaday & Company, Inc.’s awards and recognitions, click here.


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