Stephan Q. Cassaday Chairman & CEO

Executive Management
Financial Advisors

1-800-672-2102
1-703-506-8200

Steve Cassaday, CFP®, CFS, has been advising investors professionally since 1977. In 1993, after 16 years of holding senior and management positions with several major New York Stock Exchange member firms, Steve abandoned the traditional Wall Street brokerage model and founded Cassaday & Company, Inc., an independent advisory firm. Steve’s vision was based on simple concepts about what clients want:

Comprehensive, integrated financial advice that is proactive, objective, impartial, and continuously applied.
Advisors who are highly trained, credentialed, and experienced.
A firm that is not part of a bank, insurance company, or Wall Street firm and has no proprietary products.
Advisors who are fiduciaries.

Since Cassaday & Company, Inc. was founded in 1993, assets under management or supervision have grown from $40 million to more than $8 billion (as of June 2026), with 100 employees assisting 3,329 households throughout the United States.

In 2023, Barron’s ranked Steve as the #1 Advisor in Virginia for the ninth time on its list of ‘America’s Top Advisors: State by State’. Barron’s also cited him as one of the Top 100 Independent Financial Advisors in the country (2007-2025) and recognized him on its Top 100 Advisors list for all financial advisors in the United States (2016-2026). Steve has appeared on both the Barron’s Top 1,500 Advisors and Top 100 Independent Advisors lists every year the awards have been offered, and in 2019 he was admitted into the Barron’s Hall of Fame.

Forbes recognized Steve as a Best-In-State Wealth Advisor (2020-2024) and one of America’s Top Wealth Advisors (2016, 2017). Steve has also been recognized by the Financial Times as a Top 400 Advisor (2018-2020).

A recognized financial industry thought leader and sought-after speaker, Steve has given over 1,000 dynamic and informative presentations on investments, financial planning, portfolio management, personal development, and productivity, regularly addressing others in the industry and academia as well as speaking before corporate gatherings, associations, community groups, and at public seminars.

Steve has appeared on national TV numerous times including interviews on the CBS Evening News with Dan Rather, It’s Your Business, Nation’s Business Today, Fox News Network’s “Fox on Money,” The Nightly Business Report, and local network affiliates among others. He has also been highlighted in business and finance publications across the country. Steve’s column and opinion pieces appeared in the Washington Business Journal from 1999 – 2003.

Steve is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional* and Certified Funds Specialist (CFS). He has served terms as past President and Chairman of the Financial Planning Association (FPA) of the National Capital Area. In 2003, Steve received the FPA Leadership Award for outstanding service to the profession.

Married for over 39 years, Steve and his wife Mary, live in Reston, Virginia. Their three sons, Chad, Kyle and Chris, are all employed at Cassaday & Company, Inc.

Awards & Recognitions – Advisor

Barron’s, #1 Financial Advisor in Virginia – Top Advisor Rankings by State (2014, 2016, 2017, 2018, 2019, 2020, 2021, 2022, and 2023) and on the list since inception (2009-2026)
Barron’s, #1 Independent Advisor in Virginia – Top 100 Independent Financial Advisors in the Nation (2016, 2020) and on the list since inception (2007-2026)
Barron’s, Hall of Fame Advisor (2019)
Barron’s, Top 100 Financial Advisors in the Nation (2016-2026)
Financial Times, Top 400 Financial Advisors (2011-2014, 2018-2020)
Forbes, America’s Top Wealth Advisors (2016-2017)
Forbes, Best-In-State Wealth Advisors (2018, 2020-2026)
Investment News – Top Financial Professionals in the US (2024 – 2026)
Northern Virginia Magazine, Top Financial Professionals (2012-2026)
Virginia Business, Icon Honors (2026)
Virginia Business, Virginia 500: The Power List (2021-2026)
Washingtonian, Top Financial Advisor (2008-2022)
Washingtonian, Top Wealth Advisor Hall of Fame (2023)

Awards & Recognitions – Company

Advisor Hub – 250 RIAs to Watch (2024-2026)
Barron’s, Top 250 Private Wealth Management Teams (2019-2024)
Financial Advisor Magazine, Top RIAs in the US (2012-2026)
Financial Planning – Best Places to Work in Money Management (2024-2025)
Financial Times, Top 300 RIA Firms (2014-2015, 2018-2020)
Forbes, America’s Top Registered Investment Advisory (RIA) Firms (2022-2025)
Forbes, Fastest Growing RIAs (2016)
Inc., Best Workplaces (2019-2022, 2026)
Inc. 5000, Fastest Growing Companies (2007-2010, 2014-2021)
Inc. 5000 Regionals: DC Metro, Top 250 Fastest Growing Companies (2020)
Invest in Others, Charitable Champion (2019, 2022-2024)
Investment News, Best Places to Work for Financial Advisors (2018-2026)
Investment News, Best Practices: Technology (2015)
Virginia Business, Best Places to Work (2012-2026)
Virginia Living, Best Financial Planning Firm (2017, 2020, 2022, 2024)
Washington Business Journal, Best Places to Work (2008, 2010-2013, 2015-2024, 2026)
Washington Business Journal, Corporate Philanthropy Award (2019-2024)
Washingtonian, Great Places to Work (2009, 2011, 2013, 2015, 2017, 2019)
Washington Post, Top Workplaces (2020-2024)
WTOP News, Top Workplaces (2026)

Community Involvement

Member, Board of Directors, the Thomas Jefferson Institute for Public Policy
Appointed to Vice Rector for the Radford University Board of Visitors by Virginia Governor James Gilmore in 2000
Reappointed by Governor Robert McDonnell in 2010
Outstanding Alumnus Award from Radford University in 2016
Endowed a Radford University scholarship fund for students demonstrating financial need
Past Chairman of the Radford University College of Business and Economics Advisory Council
“Executive in Residence” at Radford University in March 2015

Steve and his wife, Mary, are major donors to:

Central Union Mission
Intrepid Fallen Heroes Fund
HopeLink Behavioral Health (formerly PRS, Inc.)
Salvation Army
Save the Children
Smile Train
So Others Might Eat (SOME)
The Lamb Center
The House DC
The Washington Jesuit Academy
Wounded Warriors
Youth for Tomorrow

Steve is an Investment Advisor Representative with Cassaday & Company, Inc. and a Registered Representative with Osaic Wealth, Inc.; he holds the Series 7 and Series 66 securities registrations.

*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.

Award Disclosures:

Advisor Hub - 1,000 Advisors to Watch – 250 RIAs (2025–2026) - Issued by AdvisorHub on June 16, 2026 for the 2026 award year and awarded to fee-only individual advisors and teams of advisors. Stephan Cassaday applied for the recognition. Criteria used to determine the winner(s) was a minimum of seven years of experience, at least two years at the current firm, a minimum of $150 million in assets under management and a clean regulatory record (two or fewer complaints and no significant judgments); advisors were ranked on the size and makeup of their practice, year-over-year growth and professionalism. Award consideration was based on data covering a trailing 2-year period. More than 250 advisors were considered for this honor and 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.

Barron's - #1 Financial Advisor in Virginia – Top Advisor Rankings by State (2014, 2016–2023) - Issued by Barron's on March 10, 2023 for the 2023 award year and awarded to financial advisors, ranked by state. Stephan Cassaday applied for the recognition. Criteria used to determine the winner(s) is Barron's proprietary methodology weighing assets managed, revenue produced and quality of practice, including the regulatory record; investment performance was not a criterion. Award consideration was based on data covering a trailing 12-month period. 1,200 advisors nationwide were selected. No fee was paid for the nomination, receipt, or promotion of the award. Please see https://www.barrons.com/advisor/articles/barrons-methodology-for-ranking-financial-advisors-c4831b04 for more details.

Barron's - Hall of Fame (2019) - Issued by Barron's in October 2019 and awarded to advisors who have appeared in Barron's annual Top 100 Advisor rankings for ten or more years. Stephan Cassaday was selected for the recognition. Criteria used to determine the winner(s) is sustained excellence over ten or more years on Barron's Top 100 list and a practice structured to keep serving clients after the advisor leaves the business. No fee was paid for the nomination, receipt, or promotion of the award. Please see https://www.barrons.com/advisor/articles/barrons-methodology-for-ranking-financial-advisors-c4831b04 for more details.

Barron's - Top 100 Financial Advisors in the Nation (2016–2026) - Issued by Barron's on May 8, 2026 for the 2026 award year and awarded to financial advisors nationwide. Stephan Cassaday applied for the recognition. Criteria used to determine the winner(s) is assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Award consideration was based on data covering a trailing 12-month period. Over 7,000 advisors were considered for this honor and 100 were selected. No fee was paid for the nomination, receipt, or promotion of the award. Please see https://www.barrons.com/advisor/articles/barrons-methodology-for-ranking-financial-advisors-c4831b04 for more details.

Barron's - Top 100 Independent Financial Advisors (2008–2026) - Issued by Barron's in September 2026 for the 2026 award year and awarded to independent financial advisors with at least seven years of financial services experience and one year at their current firm. Stephan Cassaday applied for the recognition. Criteria used to determine the winner(s) is quantitative and qualitative measures including client assets, return on assets, client satisfaction and retention, compliance records and community involvement. Award consideration was based on data covering a trailing 12-month period. 100 were selected. No fee was paid for the nomination, receipt, or promotion of the award. Please see https://www.barrons.com/advisor/articles/barrons-methodology-for-ranking-financial-advisors-c4831b04 for more details.

Barron's - Top 250 Private Wealth Management Teams (2019–2024) - Issued by Barron's in May 2024 for the 2024 award year and awarded to wealth advisory teams serving individuals and families. Cassaday & Company, Inc. applied for the recognition. Criteria used to determine the winner(s) is team size and structure, regulatory records, credentials of team members and resources available to serve clients. 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.barrons.com/advisor/articles/barrons-methodology-for-ranking-financial-advisors-c4831b04 for more details.

Barron's - Top Advisor Rankings by State (2009–2026) - Issued by Barron's on March 20, 2026 for the 2026 award year and awarded to financial advisors, ranked by state (Top 1,500 nationally). Stephan Cassaday applied for the recognition. Criteria used to determine the winner(s) is Barron's proprietary methodology weighing assets managed, revenue produced and quality of practice, including the regulatory record; investment performance was not a criterion. Award consideration was based on data covering a trailing 12-month period. 1,500 were selected. No fee was paid for the nomination, receipt, or promotion of the award. Please see https://www.barrons.com/advisor/articles/barrons-methodology-for-ranking-financial-advisors-c4831b04 for more details.

Financial Advisor Magazine - Top RIAs (2012–2026) - Issued by Financial Advisor Magazine in July 2026 for the 2026 award year and awarded to registered investment advisors reporting assets on Form ADV. Cassaday & Company, Inc. applied for the recognition. Criteria used to determine the winner(s) is discretionary and nondiscretionary assets under management as reported on Form ADV. Award consideration was based on data covering a trailing 2-year period. 360 firms ($1B and over category, 2026) were selected. No fee was paid for the nomination, receipt, or promotion of the award. Please see https://www.fa-mag.com/research/ria-survey for more details.

Financial Planning - Best Places to Work in Money Management (2024–2025) - Issued by Financial Planning on December 8, 2025 for the 2025 award year and awarded to registered investment advisors that employ money managers, with a U.S. facility, at least one year in business and at least 10 U.S. employees. Cassaday & Company, Inc. applied for the recognition. Criteria used to determine the winner(s) is a two-part evaluation by Best Companies Group: an employee survey (leadership, culture, pay and benefits, training, work environment, engagement, communication) and a review of workplace policies, benefits, philosophy, systems and demographics. 18 were selected. No fee was paid for the nomination, receipt, or promotion of the award. Please see https://bestcompaniesgroup.com/best-places-to-work-in-money-management/ for more details.

Financial Times - Top 300 RIA Firms (2014–2015, 2018–2020) - Issued by the Financial Times in August 2020 for the 2020 award year and awarded to registered investment advisory firms. Cassaday & Company, Inc. applied for the recognition. Criteria used to determine the winner(s) is a proprietary formula based on AUM, asset growth, firm age, industry certifications of key employees, SEC compliance record and online accessibility. Award consideration was based on data covering a trailing 12-month period. 300 were selected. No fee was paid for the nomination, receipt, or promotion of the award. Please see https://www.ft.com/content/6a45556e-6c21-4770-bc94-468fee0de563 for more details.

Financial Times - Top 400 Financial Advisors (2011–2014, 2018–2020) - Issued by the Financial Times in March 2020 for the 2020 award year and awarded to financial advisors. Stephan Cassaday applied for the recognition. Criteria used to determine the winner(s) is data from advisors, broker-dealer home offices, regulatory disclosures and FT research across six areas: AUM, asset growth, compliance record, experience, credentials and online accessibility; did not evaluate the quality of services provided to clients. Award consideration was based on data covering a trailing 12-month period. 400 were selected. No fee was paid for the nomination, receipt, or promotion of the award.

Forbes - 100 Fastest Growing Top RIAs (2016) - Issued by Forbes in 2016 for the 2016 award year and awarded to SEC-registered investment advisors focused on wealth management for individual clients. Cassaday & Company, Inc. applied for the recognition. Criteria used to determine the winner(s) is RIAs providing wealth management to individuals as a primary focus; broker-dealers, hedge funds, large fund managers and firms with disciplinary disclosures were excluded. 100 were selected. No fee was paid for the nomination, receipt, or promotion of the award.

Forbes - America's Top RIA Firms (2022–2025) - Issued by Forbes and SHOOK Research on October 1, 2025 for the 2025 award year and awarded to registered investment advisory firms. Cassaday & Company, Inc. applied for the recognition. Criteria used to determine the winner(s) is qualitative due diligence (best practices, client retention, industry experience, compliance record, firm nominations) and quantitative factors (AUM and revenue); 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 or receipt of the award; firms may pay optional fees for premium listing features after being ranked, which do not affect rankings. Please see https://www.forbes.com/sites/rjshook/2025/10/01/methodology-americas-top-ria-firms-2025/ for more details.

Forbes - America's Top Wealth Advisors (2016–2017) - Issued by Forbes and SHOOK Research on September 26, 2017 for the 2017 award year and awarded to wealth advisors with at least seven years of experience. Stephan Cassaday applied for the recognition. Criteria used to determine the winner(s) is an algorithm of qualitative and quantitative data including revenue trends, AUM, compliance records, industry experience and best practices learned through telephone and in-person interviews; portfolio 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/sites/rjshook/2016/08/03/shook-research-methodology-forbes-top-wealth-advisors/ for more details.

Forbes - Best-In-State Wealth Advisors (2018, 2020–2026) - 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. Stephan Cassaday 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.

Inc. - Best Workplaces (2019–2022, 2026) - Issued by Inc. on June 2, 2026 for the 2026 award year and awarded to independent U.S. workplaces with at least 5 employees, 2+ years in operation and under $1 billion in revenue. Cassaday & Company, Inc. applied for the recognition. Criteria used to determine the winner(s) is editorial review of application answers, an audit of employee benefits, an employee engagement survey by Quantum Workplace and vetting by Inc.'s research department. Award consideration was based on data covering the prior calendar year. 507 were selected. No fee was paid for the receipt or promotion of the award; however, $495 was paid to apply, covering the cost of the survey and research. Please see https://www.inc.com/best-workplaces/2026 for more details.

Inc. 5000 - Fastest Growing Companies (2007–2010, 2014–2016, 2019–2021) - Issued by Inc. on August 17, 2021 for the 2021 award year and awarded to U.S.-based, privately held, for-profit, independent companies generating revenue for at least four full calendar years. Cassaday & Company, Inc. applied for the recognition. Cassaday & Company, Inc. has appeared on the Inc. 5000 ten times (2007–2010, 2014–2016, 2019–2021), earning Ten-Time Honoree recognition. Details reflect the most recent (2021) list. Criteria used to determine the winner(s) is percentage revenue growth over the qualifying period. Award consideration was based on data covering a trailing 3-year period. 5,000 were selected. No fee was paid for the receipt or promotion of the award; however, $195 was paid to register for the 2021 list (early-rate application fee).

Inc. 5000 Regionals: DC Metro - Top 250 Fastest Growing Companies (2020) - Issued by Inc. in 2020 for the 2020 award year and awarded to DC-area U.S.-based, privately held, for-profit, independent companies. Cassaday & Company, Inc. applied for the recognition. Criteria used to determine the winner(s) is percentage revenue growth from 2016 to 2018, with minimum revenue of $100,000 in 2016 and $1 million in 2018. Award consideration was based on data covering a trailing 3-year period. 250 were selected. No fee was paid for the receipt or promotion of the award; however, a $175 application fee was paid to apply.

Invest in Others - Charitable Champions (2019, 2022–2024) - Issued by Invest in Others in August 2024 for the 2024 award year and awarded to financial advisory firms (RIA, IBD-affiliated or hybrid) in business at least one year with at least 10 U.S. employees. Cassaday & Company, Inc. applied for the recognition. Criteria used to determine the winner(s) was based on leadership and culture, events and activities, incentives, contributions and impact. Award consideration was based on data covering a trailing 12-month period. 10 were selected. No fee was paid for the nomination, receipt, or promotion of the award. Please see https://investinothers.org/ for more details.

InvestmentNews - Best Places to Work for Financial Advisors (2018–2026) - Issued by InvestmentNews on March 24, 2026 for the 2026 award year and awarded to RIAs or firms affiliated with independent broker-dealers, in business at least one year. Cassaday & Company, Inc. applied for the recognition. Criteria used to determine the winner(s) is employee satisfaction surveys; organizations with an average satisfaction rating of 80% or higher were named. Award consideration was based on data covering a trailing 12-month period. 35 (firms with under 99 employees) were selected. No fee was paid for the nomination, receipt, or promotion of the award. Please see https://www.investmentnews.com/best-in-wealth/best-places-to-work-for-financial-advisors-in-the-usa/265602 for more details.

InvestmentNews - Best Practices in Technology (2015) - Issued by InvestmentNews in 2015 for the 2015 award year. Cassaday & Company, Inc. applied for the recognition. Criteria used to determine the winner(s) is operating profit, revenue growth, productivity (revenue per professional and per staff) and integration score (number of integrated core technology solutions). No fee was paid for the nomination, receipt, or promotion of the award.

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. Stephan Cassaday 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 (2012–2026) - Issued by Northern Virginia Magazine on August 21, 2026 for the 2026 award year and awarded to financial professionals in Northern Virginia. Stephan Cassaday was nominated for the recognition. The list was based on nominations submitted in April 2026. 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. 863 were selected. No fee was paid for the nomination, receipt, or promotion of the award. Please see https://northernvirginiamag.com/best/financial-professionals/ for more details.

Virginia Business - Best Places to Work (2012–2026) - Issued by Virginia Business on March 31, 2026 for the 2026 award year and awarded to for-profit, nonprofit or government employers with a Virginia facility, at least 15 Virginia employees and at least one year in business. Cassaday & Company, Inc. applied for the recognition. Criteria used to determine the winner(s) is a survey and evaluation process administered by Best Companies Group. No fee was paid for the nomination, receipt, or promotion of the award. Please see https://virginiabusiness.com/16th-annual-best-places-to-work/ for more details.

Virginia Business - Virginia Icon Honors (2026) - The Virginia Icon Honors Awards issued by Virginia Business on 11/2/26 based on data as of the date of the publication was awarded leaders in business, government, or higher education over the age of 60. Stephan Cassaday was nominated for the recognition. The award recognizes those whose track records of success, visionary leadership, and commitment to excellence have left a lasting impact on their organizations and communities as chosen by the editorial staff of Virginia Business. 34 people were selected for this honor. No fee was paid for the nomination, receipt, or promotion of the award.

Virginia Business - Virginia 500: The Power List (2021–2026) - Issued by Virginia Business on September 1, 2026 for the 2026 award year and awarded to Virginia's most influential leaders across 20 sectors. Stephan Cassaday was selected for the recognition. Criteria used to determine the winner(s) is editorial research on leadership role, company revenue, employees overseen, scope of responsibilities, newsworthiness, industry and community prominence, board memberships and philanthropy. 500 were selected. No fee was paid for the nomination, receipt, or promotion of the award. Please see https://virginiabusiness.com/virginia-500-the-2025-26-power-list/ for more details.

Virginia Living - Best Financial Planning Firm in Northern Virginia (2017, 2020, 2022, 2024) - Issued by Virginia Living in May 2024 for the 2024 award year and awarded to financial planning firms in Northern Virginia. Cassaday & Company, Inc. was nominated for the recognition. Criteria used to determine the winner(s) is public recommendations; the firms receiving the most recommendations were selected; portfolio performance was not a criterion. No fee was paid for the nomination, receipt, or promotion of the award. Please see https://virginialiving.com/best-of-virginia/2024/ for more details.

Washington Business Journal - Best Places to Work (2007–2008, 2010–2013, 2015–2024, 2026) - Issued by the Washington Business Journal in May 2026 for the 2026 award year and awarded to Washington-area companies, by size category. Cassaday & Company, Inc. applied for the recognition. Criteria used to determine the winner(s) is an employee engagement survey; companies were ranked by overall engagement score, factoring in the number of responses. 35 large companies were considered for this honor. No fee was paid for the receipt or promotion of the award; however, a $250 application fee was paid to participate. Please see https://www.quantumworkplace.com/best-places-to-work-in-washington-dc for more details.

Washington Business Journal - Corporate Philanthropy Award (2019–2024) - Issued by the Washington Business Journal in July 2024 for the 2024 award year and awarded to small companies (under 100 employees) in the Washington, DC metro area. Cassaday & Company, Inc. applied for the recognition. Criteria used to determine the winner(s) is total charitable giving in the DC metro area in 2023. Award consideration was based on data covering the prior calendar year. 10 were selected. No fee was paid for the nomination, receipt, or promotion of the award.

The Washington Post - Top Workplaces (2020–2024) - Issued by The Washington Post (with Energage) in July 2024 for the 2024 award year and awarded to Washington-area employers. Cassaday & Company, Inc. applied for the recognition. Criteria used to determine the winner(s) is an employee engagement survey on workplace culture administered by Energage. 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.washingtonpost.com/pr/2024/06/21/announcing-washington-posts-2024-top-workplaces-dc-area/ for more details.

Washingtonian - Great Places to Work (2009, 2011, 2013, 2015, 2017, 2019) - Issued by Washingtonian in April 2019 for the 2019 award year and awarded to Washington-area companies. Cassaday & Company, Inc. applied for the recognition. Criteria used to determine the winner(s) is detailed employee surveys on benefits, personnel and workplace policies, with a minimum participation threshold. Award consideration was based on data covering a trailing 2-year period. No fee was paid for the nomination, receipt, or promotion of the award.

Washingtonian - Top Financial Advisers (2008–2022) - Issued by Washingtonian in March 2022 for the 2022 award year and awarded to financial professionals recommended by their industry peers. Stephan Cassaday was nominated for the recognition. Criteria used to determine the winner(s) is recommendations from industry peers surveyed by Washingtonian; those receiving the most recommendations were selected; portfolio performance was not a factor. No fee was paid for the nomination, receipt, or promotion of the award. Please see https://washingtonian.com/best/financial-advisers/ for more details.

Washingtonian - Top Wealth Adviser Hall of Fame (2023) - Issued by Washingtonian in February 2023 and awarded to financial advisers, tax accountants, insurance professionals and estate attorneys named to Washingtonian's Top Financial Advisers list at least eight of the past 14 years, including three of the most recent five. Stephan Cassaday was selected for the recognition. Criteria used to determine the winner(s) is appearances on the Top Financial Advisers list, which was based on peer recommendations. No fee was paid for the nomination, receipt, or promotion of the award. Please see https://washingtonian.com/2023/01/31/top-wealth-adviser-hall-of-fame/ for more details.

WTOP News - Top Workplaces (2026) - Issued by WTOP News on June 22, 2026 for the 2026 award year and awarded to Washington, DC employers. Cassaday & Company, Inc. applied for the recognition. Criteria used to determine the winner(s) is pay and benefits, direction, leadership, meaningfulness and appreciation, based on employee feedback. Award consideration was based on data covering the prior calendar year. 342 were selected. No fee was paid for the nomination, receipt, or promotion of the award. Please see https://wtop.com/partner-content/2026/06/heres-how-washington-d-c-s-top-workplaces-are-determined/ for more details.

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