"To be ranked in the top third of all advisory firms – not just independents – is an honor because it signals to me that we are staying true to our commitment to providing personalized, top-notch service to our clients."
McLean, Virginia (PRWEB) April 30, 2018
Cassaday & Company, Inc. is pleased to announce that Founder & CEO Stephan Cassaday has been named #33 on Barron’s 2018 Top 100 Financial Advisors list. This is the third consecutive year Cassaday has appeared on the premier investing publication’s Top 100 list, debuting in 2016 at #63, and ranking #47 in 2017.
“My goal when starting an independent practice nearly 25 years ago has always been to provide clients with the personalized attention of a boutique firm, but to operate at a level consistent with that of a much larger firm,” said Stephan Cassaday. “To be ranked in the top third of all advisory firms – not just independents – is an honor because it signals to me that we are staying true to our commitment to providing personalized, top-notch service to our clients. Our success would not be possible without their trust, nor would it be achievable without our highly trained and passionate employees.”
The 2018 Top 100 Financial Advisors ranking spotlights advisors at large brokerage firms as well as independent advisory practices. While the formula Barron’s uses to rank advisors is proprietary, there are three major components: assets managed, revenue produced, and quality of practice. Barron’s scoring system assigns a top score of 100 and rates the rest by comparing them with the top-ranked advisor. Investment returns are not a component of the rankings because an advisor's returns are dictated largely by the risk tolerance of clients. The quality-of-practice component includes an evaluation of each advisor's regulatory record.
About Cassaday & Company, Inc.
Cassaday & Company, Inc. is an independent wealth management firm located in McLean, Virginia, with $2.7 billion in assets under management serving approximately 1,900 households (as of April 2018). Founded by Stephan Cassaday in 1993, the firm’s mission is, “to provide objective guidance to investors seeking advice about their financial situations, to do so with the highest levels of honesty, integrity, and overall excellence possible, and to provide faultless quality and courteous service – at a reasonable price.” Since its inception, Cassaday & Company, Inc. has been recognized for employee development, community service, as a best place to work, as one of the fastest growing companies in the country, and as one of the top wealth advisors in the United States, by outlets such as Forbes, Inc. 5000, Investment News, Financial Times, Washingtonian, and more. Cassaday has also been ranked the #1 Advisor in Virginia for 4 of the last 5 years on Barron’s ‘Top 1,200 Financial Advisors: State by State’ list. For a full list of awards and award details, see here http://www.cassaday.com/awards-and-recognition/.
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 more about the criteria for each of these awards, please visit http://www.cassaday.com/disclosures.