Barron’s – Top Independent Financial Advisor

Stephan Cassaday, Founder and, CEO of Cassaday & Company, Inc., was named a Top 100 Independent Financial Advisor in the nation by Barron’s for 2021. This is the 14th consecutive year Cassaday has made this list.

One of the first financial advisors in the industry to become independent, Cassaday left his senior management position with a major New York Stock Exchange firm to launch Cassaday & Company, Inc. in 1993. His vision of providing objective, client-focused advice free from corporate agendas and interests has been the firm’s guiding principle since its founding.

“I attribute all of our success to our outstanding employees who are our greatest resource,” said Cassaday. “We pride ourselves on working together to maintain a culture of excellence and integrity by adhering to the highest standards and acting in the best interest of our clients, 100 percent of the time,” continued Cassaday. “We are grateful that our clients recognize what differentiates us and they continue to place their trust in Cassaday & Company, Inc.”

Barron’s Top 100 Independent Financial Advisors ranking is determined by a rigorous assessment process, with firms from all 50 states and the District of Columbia undergoing examination. The volume of assets overseen by advisors and their teams, revenues generated for the firms, and the quality of advisors’ practices – including investment philosophy, business practices, and contributions to the community – are all evaluated. Investment returns are not a component of the rankings, as returns are largely dictated by the risk tolerance and goals of clients.

Cassaday is honored to have been recognized by Barron’s as a Top Independent Financial Advisor in 2021, 2020, 2019, 2018, 2017, 2016, 2015, 2014, 2013, 2012, 2011, 2010, 2009, and 2008.

To read more on this award, click here.


Contact Michelle Tigani

Related Posts