Nicholas A. Harris Partner

Nick Harris is a Partner at Cassaday & Company, Inc. and has been with the firm since 2006. Nick works with his clients to guide them through important life and financial decisions. By listening carefully to the families and individuals he serves, engaging them in purposeful conversation, and educating them about their financial situations, Nick is a dedicated partner to help his clients achieve their long-term goals.

Nick practices a model of integrated wealth management that provides a systematic approach to financial planning. He addresses all of the relevant areas of personal finance, including investment management, insurance, income and estate tax planning, charitable giving, retirement planning, wealth accumulation, and cash flow generation. He works collaboratively with his clients’ CPAs, estate planning attorneys, mortgage brokers, and other professionals to create a comprehensive financial plan.

Nick is a senior member of Cassaday & Company, Inc.’s Investment Policy Committee (IPC), which develops the firm’s overall investment selections and policies. He assists with collaboratively reviewing our clients’ holdings and asset allocations, market conditions, research studies, economic analyses, and other areas relevant to the investment process.

Nick is a native of Alexandria, Virginia, and a graduate of Gonzaga College High School in Washington, D.C. He holds a bachelor’s degree from the University of Virginia and is a CERTIFIED FINANCIAL PLANNER™ (CFP®)*, a professional designation he attained through Georgetown University’s Executive Certificate in Financial Planning program.

In addition to the CFP®, Nick has attained the following designations:  Accredited Estate Planner® (AEP®), Chartered Advisor in Philanthropy® (CAP®), and Chartered Retirement Planning Counselor® (CRPC®). He also holds the Series 7 and Series 66 securities registrations.

Nick lives in Alexandria, Virginia, with his wife, Anna, and their daughter, Clare; three sons, Tompson, Hayes, and Carr; and their English Retriever, Harry. Outside the office, Nick is a novice alpinist. He has summited the “Alps Trilogy” – Mont Blanc, Matterhorn, and The Eiger – and is methodically working his way to the top of Colorado’s 58 “Fourteeners.” Above all, Nick enjoys coaching, watching, and playing sports with Anna and his four kids.

Nick’s Awards & Media Mentions: 

Awards**

• Advisor Hub – 250 Advisors To Watch – Under $1B (2024-2025)
• Forbes – Best-In-State Next-Gen Wealth Advisor (2019)
• Forbes – Best-In-State Wealth Advisor (2019-2021, 2023-2026) 
• Forbes – Top Next Generation Wealth Advisor (2017, 2018, 2019)
• Investment News – Top Financial Professionals in the US (2024-2026)
• Northern Virginia Magazine – Top Financial Professional (2020-2024)
• Osaic Wealth (formerly Royal Alliance Associates, Inc.) ‘Royal Court’ – a distinction awarded for being among the Top 50 Producers with the broker/dealer (2015-2022)

Media Mentions 

• Forbes – Don’t Strike Out With Your Investments (April 2021)
• Virginia Business – P.A.I.N.T. Your Financial Mountain (December 2022) 
• Evolve 23 by CFP® Board Magazine – Celebrating the Impact of CFP® Professionals (December 2023) 

Other Community Involvement:

• Washington DC Regional Selection Committee Interviewer for the University of Virginia’s Jefferson Scholars Foundation and a member of the Shadwell Society, whose mission is to engage alumni of UVA to provide support, meaningful service, and future leadership to the Jefferson Scholars Foundation. (2020 – Present)
• Belle Haven Citizens Association in Alexandria, VA – Treasurer (2022 – 2025)
• Fort Hunt Little League & Mount Vernon Mavericks Youth Baseball Coach in Alexandria, VA (2022 – Present)
• Holy Trinity School CYO Basketball Coach in Washington, DC (2024 – Present)
• HopeLink Behavioral Health (formerly PRS, Inc.) – served as a member of the Board of Directors from 2010-2015, including one-year as Chairman of the Board from 2012-2013
• Rotary Club of Alexandria, VA (2011 – Present)
• Northern Virginia Estate Planning Council (2011 – Present)

Nick is an Investment Advisor Representative with Cassaday & Company, Inc. and a Registered Representative with Osaic Wealth, one of the largest independent broker-dealer firms in the country.

*Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

**To learn more about the criteria for each of these awards, click here.

Award Disclosures:

Advisor Hub 250 Advisors to Watch – Under $1B (2024–2025) – The Advisor Hub 250 Advisors to Watch – Under $1B ranking was issued by Advisor Hub in June 2025. Advisors considered for the ranking were required to have a minimum of seven years of experience, at least $150 million in assets under management, and a clean regulatory record. Winners were selected based upon the size and makeup of their practice, year-over-year growth, and professionalism. Participation in the ranking was open to any firm or advisor. Nicholas Harris was ranked #32. Cassaday & Co. did not pay a fee for nomination, receipt, or promotion of the award.

Forbes Best-In-State Wealth Advisors (2019–2021, 2023–2026) – The Forbes Best-In-State Wealth Advisors ranking was issued by Forbes and SHOOK Research in June 2026. Advisors considered for the ranking were required to have a minimum of seven years of experience. Winners were selected based upon an algorithm of qualitative and quantitative criteria obtained through telephone, virtual, and in-person due diligence interviews. The methodology considered factors including revenue trends, assets under management, compliance records, industry experience, and best practices in serving clients. Portfolio performance was not a criterion due to varying client objectives and the lack of audited performance data. Cassaday & Co. did not pay a fee for nomination, receipt, or promotion of the award.

Forbes Best-In-State Next Generation Wealth Advisors (2017, 2018, 2019) – The Forbes Best-In-State Next Generation Wealth Advisors ranking was issued by Forbes and SHOOK Research in June 2019. Advisors considered for the ranking were required to have a minimum of four years of experience. Winners were selected based upon an algorithm of qualitative and quantitative criteria gathered primarily through telephone and in-person due diligence interviews. The methodology considered factors including revenue trends, assets under management, compliance records, industry experience, and adherence to best practices. Portfolio performance was not a criterion due to varying client objectives and the lack of audited performance data. The ranking was based on data compiled by SHOOK Research for the period March 31, 2018, through March 31, 2019. Nicholas Harris was ranked #1 in Virginia. Cassaday & Co. did not pay a fee for nomination, receipt, or promotion of the award.

Forbes America’s Top Next Generation Wealth Advisors (2017, 2018, 2019) – The Forbes America’s Top Next Generation Wealth Advisors ranking was developed by SHOOK Research. Advisors considered for the ranking were required to be born in 1980 or later and possess a minimum of four years of relevant industry experience. Winners were selected based upon qualitative measures obtained through interviews and surveys, including service models, investment process, client retention, industry experience, review of compliance records, and firm nominations, as well as quantitative criteria including assets under management and revenue generated for their firms. Investment performance was not a criterion because client objectives and risk tolerances vary and advisors generally do not have audited performance reports. Cassaday & Co. did not pay a fee for nomination, receipt, or promotion of the award.

Investment News Top Financial Professionals in the US (2024–2026) – The Investment News Top Financial Professionals in the US ranking was issued by Investment News in February 2026. Investment News solicited nominations from advisors, industry professionals, and clients for consideration. Winners were selected based upon a weighted ranking of overall assets under management, assets under management growth, and client growth. Investment News tabulated rankings within each category and combined those scores to determine each advisor’s final ranking on the Top Financial Professionals list. No clients were contacted as part of the selection process. Cassaday & Co. did not pay a fee for nomination, receipt, or promotion of the award.

Northern Virginia Magazine Top Financial Professional (2020–2024) – The Northern Virginia Magazine Top Financial Professional recognition was issued by Northern Virginia Magazine in September 2025. Financial associations throughout Northern Virginia were invited to nominate financial advisors in various professional categories for consideration. Winners were selected based upon receiving the highest number of nominations from participating financial associations. Cassaday & Co. did not pay a fee for nomination, receipt, or promotion of the award.