Barron’s Names Cassaday as One of the Top 100 Independent Advisors in the Nation
Stephan Cassaday, CFP®, CFS named to all three of eligible Barron’s lists for 2016
McLean, Virginia—August 31, 2016—Stephan Cassaday, President and CEO of Cassaday & Company, Inc., has again been recognized by Barron’s Magazine as:
- One of America’s Top 100 Advisors.
- One of America’s Top 100 Independent Advisors, moving from 31st to 15th
- The #1 advisor in the state of Virginia for 2016 and 2014 in the state-by-state rankings.
These prestigious Barron’s rankings draw from all 50 states, plus the District of Columbia.
Steve credits the success of Cassaday & Company, Inc. to the hard work and dedication of all of the Cassaday advisors, investment and financial planning professionals, and staff. He’s spent the past 23 years creating a culture of excellence and integrity, and emphasizing the importance of our independence. “People entrust our team with their futures, and it’s our duty to exercise good judgment with objectivity and impartiality. Our devoted professionals have rallied around a simple idea: Always doing the right thing for our clients. Trust is a top priority for us and we will continue to work hard to earn it and keep it,” Cassaday says. “It’s a true honor to be included among this group of distinguished professionals.”
Rankings are based on the quality of the advisors’ practices, assets under management, and firm revenues. Investment performance is not a factor, as clients have varied goals and risk tolerances.
About Cassaday & Company, Inc.
In 1993 Steve Cassaday abandoned the traditional Wall Street model and formed Cassaday & Company, Inc., an independent wealth management firm dedicated to providing impartial and objective advice to those seeking guidance on their financial situations. The firm, located in McLean, Virginia, is recognized as a leader in the financial services industry by the media, peers and the community. The firm provides comprehensive wealth management that integrates, coordinates and simplifies all aspects of clients’ financial lives. Cassaday & Company, Inc. has 46 employees and over $1.8 billion in assets under management (as of September 1, 2016) and assists clients nationwide.
In addition to being recognized by Barron’s, Cassaday & Company, Inc. has received several awards recently including Forbes list of America’s Top Wealth Advisors, Washingtonian’s Top Wealth Advisers, and Investment News Best Practices in Technology. The firm has also been repeatedly cited as one of the fastest growing private companies in America by Inc. Magazine, and has received workplace excellence honors from the Washingtonian, Washington Business Journal, Virginia Business, Pensions & Investments, and many others.
For additional information on Cassaday & Company, Inc., please contact Kristen Cunningham at 703-506-8200 or visit www.cassaday.com.
Securities offered through Royal Alliance Associates, member FINRA/SIPC. Investment advisory and insurance services offered through Cassaday and Company, Inc., a registered investment adviser not affiliated with Royal Alliance Associates. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. To learn about these criteria for all of these awards, please visit www.cassaday.com/who-we-are/awards. For Barron’s award information, go to http://online.barrons.com/report/top-financial-advisors.