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

Marketing Award Disclosure: The 2026 Top Advisors is awarded by Investment News. Cassaday did not compensate Investment News for this award. Award consideration was based on data covering a trailing 2-year period.

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 Disclosure:
Investment News 2026 Top Financial Professionals 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 2024 and August 2025). 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 2026 Top Financial Professionals 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 experiences. 

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