Barron’s – Top 100 Financial Advisors in the Nation
Steve Cassaday Named to Barron’s Top 100 Financial Advisors in the Nation for 2026
Cassaday & Company Founder, Chairman, and CEO Steve Cassaday, CFP®, CFS, has been named by Barron’s as a Top 100 Financial Advisor in the Nation for 2026 for the 11th consecutive year.
About the Barron’s Top 100 Financial Advisors Ranking
Since 2007, Barron’s has been highlighting the best in the business with their annual Top Financial Advisors list. This list serves to spotlight the leading individual financial advisors from a range of firm types, spanning Wall Street brokerage firms and independent advisory practices. The rankings are based on hard numbers: assets under management, annual revenue generated, length of time in the business, client retention, advanced credentials, philanthropic work, and a review of each advisor’s regulatory record. The rankings also measure a wide range of qualitative data aimed at capturing the resources advisors devote to creating a high-quality client experience and assessing their actual track record of serving clients well.
What Sets Cassaday Apart
Steve Cassaday founded Cassaday & Company in 1993 with a vision: build a firm where wealth management is comprehensive, collaborative, and built to endure for generations. Our collaborative model, built intentionally over more than three decades, means that investment management, financial planning, estate planning, tax strategies, and client service are all coordinated in-house, driven by a team of specialists who work together every day, with nothing outsourced.
That team is intentionally built to span generations, pairing seasoned advisors with professionals positioned to serve our clients and their families for decades to come. It is a structure designed for continuity, so that the relationship a client begins today can carry forward to their children and grandchildren. Our team-driven culture is part of what makes Cassaday & Company a different kind of firm, one where our clients' financial plans benefit from multiple perspectives, ongoing collaboration, and a commitment to service that spans generations.
Award History
Steve has been recognized as one of Barron’s Top 100 Financial Advisors in the Nation for 11 consecutive years since 2016. Steve was welcomed into the Barron’s Advisor Hall of Fame in 2019.
Award Disclosures:
Barron's - Top 100 Financial Advisors in the Nation (2016–2026) - Issued by Barron's on May 8, 2026 for the 2026 award year and awarded to financial advisors nationwide. Stephan Cassaday applied for the recognition. Criteria used to determine the winner(s) is assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Award consideration was based on data covering a trailing 12-month period. Over 7,000 advisors were considered for this honor and 100 were selected. No fee was paid for the nomination, receipt, or promotion of the award. Please see https://www.barrons.com/advisor/articles/barrons-methodology-for-ranking-financial-advisors-c4831b04 for more details.
