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Six Cassaday & Company Advisors Recognized as Top Advisors

In a notable achievement for the financial services industry, six respected advisors from Cassaday & Company, Inc. have been named to Investment News' prestigious list of 'Top Advisors in the USA' for 2025. This recognition highlights the firm's dedication to excellence in wealth management.

The six honored individuals include:

• - Steve Cassaday - Chairman & CEO
• - Christopher Krell - Senior Partner
• - Christopher Young - Senior Partner
• - Justin Harris - Senior Partner
• - Nicholas Harris - Partner
• - Alex Karkeek - Partner

This accolade places these financial professionals among the elite 100 advisors recognized nationwide, reflecting their skill and dedication to their clients. Investment News emphasizes the vital role of teamwork, technological adoption, and exceptional client communication in distinguishing the very best in the industry. According to the publication, what makes the top advisors shine is not just their knowledge but their ability to connect with clients on an emotional level, ensuring a nurturing and trusting advisory relationship.

Steve Cassaday, who founded the firm 30 years ago, articulated his vision of creating a comprehensive resource for clients seeking broad financial solutions. He remarked, "When I established the firm, I aimed to create a one-stop shop where clients could receive integrated advice covering every facet of their financial lives. Today, I take pride in working with a team of highly trained professionals who provide holistic solutions integrating estate, tax, retirement, insurance, and financial planning, all while adhering to the fiduciary standard.”

Cassaday expressed gratitude towards their clients for their trust and recognition of the firm’s unique strengths, highlighting a commitment to serving clients with integrity and skill.

Award Methodology

Investment News utilizes a rigorous selection process for their Top Advisors list. Nominations are solicited across the industry—from advisors to clients—where all submissions undergo verification by compliance teams. Advisors are then evaluated through a weighted scoring system which considers overall assets under management (AUM), AUM growth, and client growth metrics from August 2023 to August 2024. This thorough methodology promotes a balanced view of both the scale of practice and the rate of growth.

It's notable that Cassaday & Company did not provide financial compensation to Investment News in relation to this award, ensuring an unbiased selection process.

About Cassaday & Company, Inc.

Based in McLean, Virginia, Cassaday & Company, Inc. is an independent wealth management firm proudly managing over $6.1 billion in client assets as of January 31, 2025. The firm's commitment to personalized service and comprehensive financial planning is reflected in its growing clientele and the expertise of its team members. To learn more, visit Cassaday & Company.

Securities are offered through Osaic Wealth, Inc., a member of FINRA/SIPC, while investment advisory and insurance services are provided by Cassaday & Company, Inc., a registered adviser independent from Osaic Wealth, Inc.