MCLEAN, Va., Sept. 23, 2019 /PRNewswire-PRWeb/ -- Founder, Chairman, & CEO of Cassaday & Company, Inc., Stephan Cassaday, has been ranked fourth out of 100 Top Independent Wealth advisors on Barron's 2019 ranking.
Cassaday was also named to Barron's Hall of Fame, celebrating advisors who have been top ranked for more than 10 years on the magazine's Top 100 Financial Advisors, or Top 100 Independent Advisors lists.
"It's an incredible honor to earn these accolades from such a well-respected publication," said Cassaday. "These accomplishments are possible because of the firm's outstanding professionals. Their commitment to our clients and enthusiasm for serving them at the highest levels is the reason for our firm's incredible success."
This is the 12th year in a row Cassaday has appeared on the Barron's Top 100 Independent Wealth Advisors ranking. He has risen from 12th place in 2018 to 4th on the list this year. Cassaday is also on Barron's Top 100 Financial Advisors list, a more broad-based award which includes all advisors in the nation. He is one of only four independent advisors on this list, rising from 33rd to 22nd in the nation in 2019.
Cassaday has been the #1 advisor in Virginia on Barron's State-by-State ranking for five of the last six years.
The Top 100 Independent Wealth Advisors list is based on a 102-question survey about advisory practices. Barron's proprietary formula, which consists of 3 major categories – assets, revenue, and quality of practice, is then applied in conjunction with quantitative and qualitative data to generate the rankings.
About Cassaday & Company, Inc.
Cassaday & Company, Inc. is an award-winning independent wealth management firm in McLean, Virginia, serving more than 2,000 households (as of Sept. 2019). After 16 years with major New York Stock Exchange member firms, Steve Cassaday abandoned the traditional Wall Street model and founded Cassaday & Company, Inc. in 1993. His vision: 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.
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. To learn more about the criteria for Barron's Top Advisors, visit https://www.barrons.com/articles/barrons-top-advisors-methodology-1534541819.
SOURCE Cassaday and Company, Inc.
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