Independent Pioneer Stephan Cassaday Named One of the Top Advisors in the Nation

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Barron’s Ranks Cassaday #47 on 2017 Top 100 Financial Advisors List

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“Our boutique firm’s success is a testament to the fact that investors are placing an increasing amount of value in the objectivity that comes with the independent model."

Stephan Cassaday, President and CEO of Cassaday & Company, Inc., has again been named to Barron’s Top 100 Financial Advisors list, the publication’s largest, most comprehensive annual ranking.

Independent advisors are rarely on the list, which is dominated by employees of large international banks and brokerage firms. Steve was one of the first advisors to go independent, abandoning the traditional Wall Street brokerage model and founding Cassaday & Company, Inc. in 1993 in order to provide objective advice free from corporate agendas and conflicts of interest.

“Advisors who are independent businesspeople have greater control of their practices and more freedom to provide guidance and services because they are not under the influence of a corporate parent’s agenda,” Cassaday said.

Today, Cassaday & Company, Inc. has more than $2.1 billion in assets under management, and has consistently been on Inc. Magazine’s list of America’s fastest growing private companies. “Our boutique firm’s success is a testament to the fact that investors are placing an increasing amount of value in the objectivity that comes with the independent model. When you couple an independent, entrepreneurial business with a group of highly trained, experienced and motivated employees who all think like owners, great things can happen and people notice,” Cassaday said. “We are grateful to our clients who recognize this difference and want to be associated with a firm that is small enough to know them personally, but has the resources to serve them at the highest levels. We attribute our success and growth to their continued trust in us,” continued Cassaday.

The rankings draw from all 50 states and the District of Columbia, and are calculated based on assets under management, revenue generated for the advisors’ firms, and the quality of advisors’ practices. Investment performance is not included in the calculations, as advisors’ clients have unique goals and risk tolerances.

About Cassaday & Company, Inc.

Cassaday & Company, Inc. is an independent wealth management firm located in McLean, Virginia. The firm is recognized by Barron’s as the #1 Financial Advisor in Virginia on their list of ‘Top 1,200 Advisors: State by State’ for 2017, 2016 & 2014, and as one of the ‘Top 100 Independent Advisors in the Nation’ for 2016. The firm is also named to Forbes’ lists of ‘America’s Top Wealth Advisors’ and ‘100 Fastest Growing RIAs’, Washingtonian’s list of ‘Top Wealth Advisers’, and Inc. 5000’s ‘Fastest Growing Companies’ list. With a strong commitment to employee development and community engagement, Cassaday is recognized with workplace excellence honors from the Washingtonian, Washington Business Journal, Virginia Business, Pensions & Investments, Northern Virginia Family Service and others.

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 http://www.cassaday.com/who-we-are/awards.

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Michelle Tigani
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