Barron’s – Top 100 Private Wealth Management Teams
Barron’s has ranked Cassaday & Company, Inc., one of the Top 100 Private Wealth Management Teams for 2023.
Formerly acknowledging only 50 teams, the list was expanded in 2021 to include a total of 100 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. “Advisory firms are making the support of those teams a top priority. Further, where clients once assessed their advisors mainly on portfolio-performance metrics, competent investment management is now regarded more or less as a given. If advisors want to attract and retain today’s clients, they need to demonstrate excellence in areas beyond investing, including tax management, trust and estate planning, family governance, and philanthropy.
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 80 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. Our team approach has been vital to our success over the past 3 decades.
Cassaday has been listed by Barron’s as a Top Private Wealth Management Team in 2023, 2022, 2021, 2020, and 2019.
For the full Barron’s 2023 Top 100 Private Wealth Management Teams list, click here.
To view the methodology behind the rankings, click here.
To read more on Cassaday & Co.’s awards and recognition, click here.
Barron’s “Top 100 Teams” list 2023 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. Cassaday did not compensate Barron’s for this award.