MCLEAN, Va., March 6, 2025 -- Cassaday & Company, Inc., is pleased to announce that six of its financial advisors have been named to Investment News' 'Top Advisors in the USA' list for 2025.
The honorees include:
- Chairman & CEO Steve Cassaday
- Senior Partner Christopher Krell
- Senior Partner Christopher Young
- Senior Partner Justin Harris
- Partner Nicholas Harris
- Partner Alex Karkeek
This recognition places these advisors among only 100 financial professionals nationwide to receive this distinction.
According to Investment News, "the Top Advisors are quick to admit they have relied on their teams' expertise and support to enable their outstanding performance. That team ethic, along with an appreciation and use of technology, is a commonality. What separates the best is their ability to master client communication and the emotional side of the business."
"When I founded the firm 30 years ago, my vision was creating a one-stop shop where clients could address all aspects of their financial situation through comprehensive, integrated advice," said Chairman & CEO Steve Cassaday. "Today, I have the privilege to work alongside a team of highly trained and experienced in-house professionals who provide clients with a holistic solution that integrates estate, tax, retirement, insurance, and financial planning while adhering strictly to the fiduciary standard."
"We're grateful that our clients recognize our firm's distinguishing factors and honored they continue to place their trust in us," Cassaday added.
Award Methodology & Disclosures
The Investment News 2025 Top Advisors in the USA list was compiled through a rigorous process. Nominations were solicited from advisors, industry professionals, and clients, with all information verified by compliance teams. The final rankings were determined by a weighted scoring system based on overall AUM, AUM growth, and client growth between August 2023 and August 2024. This methodology ensures a balanced assessment of both practice scale and growth. Cassaday did not compensate Investment News for this award.
About Cassaday & Company, Inc.
Cassaday & Company, Inc. is an independent wealth management firm in McLean, Virginia with over $6.1 billion in assets under management (as of January 31, 2025). Learn more at www.cassaday.com.
Securities offered through Osaic Wealth, Inc., member FINRA/SIPC. Investment advisory and insurance services offered through Cassaday & Company, Inc., a registered adviser not affiliated with Osaic Wealth, Inc.
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