Cassaday & Company, Inc., is honored to announce that six of our financial advisors have been named to Investment News’ Top Advisors list for 2025. Among those recognized are Chairman & CEO Steve Cassaday, Senior Partner Christopher Krell, Senior Partner Christopher Young, Senior Partner Justin Harris, Partner Nicholas Harris, and Partner Alex Karkeek. 

This recognition holds particular significance given the challenging market environment, marked by geopolitical tensions, interest rate fluctuations, and heightened economic uncertainty. Investment News states, “Investment assumptions are being tested by lower inflation, lower rates, and slowing growth; clients are demanding more specialized services while holding high expectations for investment performance.” 

In a year where the top advisors on the list collectively achieved 19% AUM growth and 10% client growth, to have six advisors recognized as Top Advisors by Investment News is a testament to the hard work, expertise, and client-centric approach exemplified by the entire Cassaday & Co. team. 

Since Cassaday & Co.’s founding in 1993, one of our core values has been “Always do the right thing.” Whenever our team members are faced with a choice, they ask themselves the simple question, “Is this the right thing to do for the client?” Doing so more fully assures we abide by our fiduciary standards and brings integrity and clarity to the decision-making process. 

Our clients lie at the heart of all that we do, and we recognize that each individual’s financial journey is distinct. As such, we place immense value on understanding our clients’ goals, concerns, and aspirations. It is this client-centric philosophy that drives us to go above and beyond in delivering comprehensive financial strategies that empower our clients to navigate the complexities of today’s financial landscape with confidence. 

We are thrilled for these advisors to receive this recognition for their commitment to clients and dedication to delivering exceptional service. 

To see the full list of Top Advisors in the US, click here. 

To read more on the methodology behind this list, click here. 

Award Disclosure:
Investment News 2025 Top Financial Advisors in the US – Investment News first solicited nominations from advisors, industry professionals, and clients. The final list was determined based on each advisor’s weighted ranking in overall AUM, AUM growth, and client growth (both between August 2023 and August 2024). The Investment News team then tabulated a ranking for each advisor in each category and combined those scores to determine the advisor’s final ranking on the 2025 Top Advisors list. No clients were contacted, and no fee was paid. Third-party rankings and recognitions are no guarantee of future investment success and are not representative of all client experience.