Barron’s has ranked Cassaday & Company, Inc., as one of the Top 250 Private Wealth Management Teams for 2024. 

Formerly acknowledging only 100 teams, the list was expanded in 2024 to include 250 teams. This list is Barron’s ranking of wealth advisory teams that specialize in serving individuals and families and is the acknowledgment that teams have become just as important for clients as their individual advisor.

This ranking serves as an indicator that the wealth management industry is ever evolving. When Barron’s began ranking financial advisors 21 years ago, individual investors would typically engage with a lone advisor whose primary purpose was maximizing returns. Today, the range of services provided to clients by wealth management firms is vast and includes estate planning, tax management, family management, retirement planning, and lending.  

Cassaday & Co. believes successful financial planning requires an approach that systematically and comprehensively addresses all aspects of your wealth. Coordination by highly trained and experienced subject-matter professionals means that integration of these processes occurs. Comprised of 13 departments and over 85 employees, our team is constantly working towards the same goal: exceeding client expectations. 

The key behind this coordination is a culture dedicated to collaboration and radical inclusion. In working collaboratively, the culture created is more robust, and less vulnerable, when it is not dependent on one individual. Caring about our employees directly correlates to low turnover, thus continuity of excellent service for the families we serve. Our team approach has been vital to our success over the past 3 decades.  

“In addition to providing a wider range of services, teams also pave the way for business continuity and succession, allowing practices to continue seamlessly when key advisors retire,” Barron’s states. At Cassaday & Company, Inc., we believe that having a viable succession plan is part of our fiduciary duty to our clients. As such, our team is intentionally structured to provide our clients with a lifetime of advice and guidance.  

Award History:

Cassaday has been listed by Barron’s as a Top Private Wealth Management Team in 2024, 2023, 2022, 2021, 2020, and 2019. 

For the full Barron’s 2024 Top 250 Private Wealth Management Teams list, click here. 

To view the methodology behind the rankings, click here. 

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

Award Disclosures

Barron’s “Top 250 Teams” 2024 annually ranks wealth advisory teams that specialize in serving individuals and families. The teams are ranked on a variety of factors, including their size and shape, their regulatory records and credentials of their members, and the resources they have at their disposal to serve their client bases. The rankings are meant as a starting point for clients looking for an advisor, a first pass vetting that can help investors narrow a search. Every advisor will have his or her own approach to investing, financial planning, and other services. Clients are encouraged to approach a search for an advisor the way they would a search for a doctor, interviewing multiple professionals, and getting opinions from multiple third parties.  Rankings and recognition from Barron’s are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results and such rankings should not be construed as an endorsement of the advisor.