Barron’s Names Cassaday as one of the Top Advisors in the Nation

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Stephan Cassaday, CFP®, CFS named to Barron’s prestigious list of Top 100 Financial Advisors

"Our success is directly related to the hard work of our dedicated professionals, who have rallied around the idea that investors want objective and impartial advice from fiduciaries working at an independent firm." - Steve Cassaday

Stephan Cassaday, President and CEO of Cassaday & Company, Inc., has been recognized by Barron’s, one of the world’s premier investing publications, on their 2016 list of Top 100 Financial Advisors. Barron’s ranks the best financial advisors across the country, and Cassaday has been honored with multiple Barron’s awards. Cassaday was also named #1 in the state of Virginia for 2016 on the publication’s Top 1,200 Advisors: State-by-State rankings, and as a top independent advisor in the country on the Top 100 Independent Advisors list in 2015.

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 support staff. “We are very fortunate to have such a robust, experienced team to build customized solutions around each client’s unique situation,” says Steve. “This structure enables us to provide comprehensive expertise and boutique services that are typically only available to very high net worth investors and large institutions. Our success is directly related to the hard work of these dedicated professionals who have rallied around the idea that investors want objective and impartial advice from fiduciaries working at an independent firm."

The Barron’s rankings draw from all 50 states, plus the District of Columbia. 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.
Founded in 1993, Cassaday & Company, Inc. is an independent investment advisory and financial planning firm located in McLean, Virginia, and is recognized as a leader in the financial services industry. The firm provides investment management, retirement & financial planning, estate planning, tax management, advanced strategies, and life transition services to thousands of households nationwide. Cassaday & Company, Inc. has 40 employees and nearly $1.7 billion in assets under management.

In addition to being recognized by Barron’s, Cassaday & Company, Inc. has received several awards recently including Washingtonian’s Top Wealth Advisers, Investment News Best Practices – Technology, and REP Magazine’s Top NextGen Independent Broker Dealer Advisors. The firm has also been recognized 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

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

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Kristen Cunningham
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Cassaday & Company Independent Wealth Management