Investment News – Top Advisors in the US
Cassaday & Company, Inc., is honored to announce that four of our financial advisors have been ranked on Investment News’ Top Advisor list for 2024. Among those recognized are Chairman & CEO Steve Cassaday, Senior Partner Justin Harris, Partner Nicholas Harris, and Partner Alex Karkeek.
The Investment News 2024 Top Advisor list marks the inaugural year for this award, which highlights 60 advisors across the country who excel at serving their clients. Investment News states, “In a divergent financial landscape, the Top Advisors of 2024 have emerged as dynamic performers, providing clients with trusted advice, innovative investment options, and value-added services.”
To have four 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.
Investment News 2024 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 September 2022 and September 2023). 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 2024 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.