Cassaday & Company, Inc., is honored to announce that 3 of our advisors have been recognized by Forbes as 2024 Best-In-State Next-Gen Advisors.

Regarding this year’s rankings, Forbes stated, “With a typical tenure of a dozen years, there’s a reason millions of families are entrusting their futures with this group … They’re seasoned, have lived through market cycles, and their deep relations with families—often representing three or more generations—position them among the best wealth management has ever seen.”

The Methodology:

The Forbes Next-Gen Wealth Advisors ranking, developed by SHOOK Research, is based on an algorithm of qualitative criterion—mostly gained through telephone and in-person due diligence interviews—and quantitative data. The ranking highlights advisors across the nation, ranked state-by-state, born in 1984 or later. Decisions are made based on a proprietary algorithm of qualitative and quantitative criteria, including:

• In-person interviews
• Industry experience
• Compliance records
• Revenue produced
• Assets under management

By the Numbers:

The Forbes Best-In-State Next-Gen list debuted in 2019. The 2024 ranking spotlights 1,621 advisors that collectively manage $2.8 trillion. SHOOK Research considered 4,081 advisors nationwide for this year’s Next-Gen ranking.

Cassaday & Co. is honored to have 3 of our advisors recognized on this year’s list. This recognition is a testament to their tremendous commitment to their clients. The continued confidence and trust that our clients place in Cassaday & Co. is the reason we are able to be recognized as a leader in the wealth management industry. We are proud of these distinctions, but are even prouder to be able to offer high-quality, personalized service to our clients and their loved ones.

Award History:

Cassaday advisors have also been ranked by Forbes as Best-In-State Next-Gen Advisors in 2023, 2022, 2021, 2020, and 2019.

To see the full Best-In-State Next-Gen rankings list, click here.
For more on the methodology and criteria for this award, click here.

Award Disclosures:

Forbes/SHOOK America’s Top Next-Generation Best-In-State Wealth Advisors (2024-2019) – This list was developed by SHOOK Research. Advisors considered for this ranking were born in 1984 or later with a minimum 4 years relevant experience; advisors have: built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures: telephone and in-person interviews, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criteria because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not representative nor indicative of any one client’s experience, future performance, or investment outcome. Neither Forbes nor SHOOK Research receives compensation in exchange for placement on the ranking. Rankings and recognition from Forbes 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.