Investment News – Top Financial Professionals in the US

Cassaday & Company, Inc., is honored to announce that six of our financial advisors have been named to Investment News’ Top Financial Professionals list for 2026. 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

Regarding this year’s list, Andrew Blake of Cerulli Associates emphasized that it is “really crucial that top advisors at least have a solution they can recommend for the comprehensive financial picture….”

To have six advisors recognized on this list is a testament to the hard work and holistic approach exemplified by the entire Cassaday & Co. team.

Our goal has always been to provide clients with one place to address all aspects of their financial lives through comprehensive, integrated advice. Today, our team of in-house professionals coordinates investments, retirement income, tax considerations, estate planning, insurance, and more.

It is this comprehensive, client-first approach that drives us to go above and beyond, ensuring each client’s plan is not only well-constructed, but continuously monitored, adapted, and aligned with their goals

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 Disclosures:

Investment News Top Financial Professionals in the US (2024-2026) – The Top Financial Professionals in the US ranking issued by Investment News on February 26, 2026 is based on a nomination and evaluation process. Nominations were solicited from advisors, industry professionals, and clients. Advisors were evaluated using a weighted ranking system based on overall assets under management (AUM), AUM growth, and client growth, with growth metrics measured against a trailing 12-month period ending August 2025. Final rankings were determined by combining scores across all categories. No clients were contacted. Cassaday & Co. did not pay a fee for nomination, receipt, or promotion of the award.

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