Nick Harris-r-2025

Nicholas A. Harris Partner

  • Financial Advisors

(703) 506-8200

nickharris@cassaday.com

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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; their daughter, Clare; three sons, Tompson, Hayes, and Carr; and their English Retriever, Harry. Nick enjoys coaching and watching his kids’ baseball, basketball, and volleyball teams, and playing golf, pickleball, and tennis with family and friends.

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.”

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 (2018-2021, 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 

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 , and Alexandria Reds 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) - Issued by AdvisorHub on June 2025 for the 2025 award year and awarded to advisors who manage less than $1 billion in assets. Nicholas Harris applied for the recognition. Criteria used to determine the winner(s) was a minimum of seven years of experience, at least $150 million in assets under management and a clean regulatory record; advisors were ranked on the size and makeup of their practice, year-over-year growth and professionalism. 250 were selected. No fee was paid for the nomination, receipt, or promotion of the award. Please see https://www.advisorhub.com/advisors-to-watch-rankings/ for more details.

Forbes - Best-In-State Next-Gen Wealth Advisors (2019) - Issued by Forbes and SHOOK Research in September 2019 for the 2019 award year and awarded to next-generation advisors with at least four years of experience. Nicholas Harris applied for the recognition. Criteria used to determine the winner(s) is an algorithm of qualitative and quantitative criteria gathered primarily through telephone and in-person due diligence interviews, including revenue trends, assets under management, compliance records, industry experience and best practices; portfolio performance was not a criterion. Award consideration was based on data covering a trailing 12-month period. 42 in Virginia were selected. No fee was paid for the nomination, receipt, or promotion of the award.

Forbes - Best-In-State Wealth Advisors (2018–2021, 2023–2026) - Issued by Forbes and SHOOK Research on April 7, 2026 for the 2026 award year and awarded to wealth advisors with at least seven years of experience, nominated by their firms. Nicholas Harris applied for the recognition. Criteria used to determine the winner(s) is an algorithm of qualitative and quantitative criteria obtained through telephone, virtual and in-person due diligence interviews, including revenue trends, assets under management, compliance records, industry experience and best practices in serving clients; portfolio performance was not a criterion. Award consideration was based on data covering a trailing 12-month period. 160 in Northern Virginia were selected. No fee was paid for the nomination, receipt, or promotion of the award. Please see https://www.forbes.com/sites/rjshook/2026/04/07/methodology-forbes-americas-top-wealth-advisors-2026/ for more details.

Forbes - America's Top Next Generation Wealth Advisors (2017–2019) - Issued by Forbes and SHOOK Research on June 25, 2019 for the 2019 award year and awarded to advisors born in 1980 or later with at least four years of relevant experience. Nicholas Harris applied for the recognition. Criteria used to determine the winner(s) is qualitative measures from interviews and surveys (service models, investment process, client retention, industry experience, compliance records, firm nominations) and quantitative criteria (AUM and revenue generated); investment performance was not a criterion. Award consideration was based on data covering a trailing 12-month period. 250 were selected. No fee was paid for the nomination, receipt, or promotion of the award. Please see https://www.forbes.com/top-millennial-advisors/ for more details.

InvestmentNews - Top Financial Professionals in the US (2024–2026) - Issued by InvestmentNews on February 26, 2026 for the 2026 award year and awarded to financial advisors nominated by advisors, industry professionals and clients. Nicholas Harris applied for the recognition. Criteria used to determine the winner(s) is a weighted ranking of overall assets under management, AUM growth and client growth; no clients were contacted. Award consideration was based on data covering a trailing 12-month period. No fee was paid for the nomination, receipt, or promotion of the award. Please see https://www.investmentnews.com/best-in-wealth/top-financial-professionals-in-the-usa/265192 for more details.

Northern Virginia Magazine - Top Financial Professionals (2020–2024) - Issued by Northern Virginia Magazine in September 2024 for the 2024 award year and awarded to financial professionals in Northern Virginia. Nicholas Harris was nominated for the recognition. Criteria used to determine the winner(s) is a survey sent to past winners and local professionals, who nominated professionals they would refer to friends and family; an editorial team vetted and tallied the nominations to produce the final list. No fee was paid for the nomination, receipt, or promotion of the award. Please see https://northernvirginiamag.com/best/financial-professionals/ for more details.

Third-party ratings 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 more about the professional history of our firm, please visit FINRA’s BrokerCheck.