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Veronica Garabelli// February 26, 2014//
The head of McLean-based Cassaday & Co. has been named the No.1 financial advisor in Virginia by Barron’s.
Stephan Cassaday is president and CEO of Cassaday & Co., a wealth management company with $1.5 billion in assets. Cassaday was ranked fourth on the list from 2010-2013 and also ranked in 2009.
Barron’s says its Top 1,200 Advisors’ list “represent the cream of the crop from each of the 50 states and the District of Columbia.” The other Virginians who made the top five were: Paul Pagnato from HighTower in Reston (No. 2); David Speck from Wells Fargo Advisors in Alexandria and Joseph Montgomery from Wells Fargo Advisors in Williamsburg (No.’s 3 and 4, respectively) and Gregory Smith from Robert W. Baird & Co. in Reston (No. 5).
To compile its annual list, Barron’s uses data from more than 4,000 of the nation’s advisors. The list takes a number of criteria into account including assets under management, revenue produced by the firm, regulatory records, quality of the practice and philanthropic work. To see the full ranking of top financial advisors in Virginia, click here.
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