Insights

Growing Asset Base With assets under management increasing from 40 million to 7 billion and serving over 3,188 households nationally, the company demonstrates significant growth potential, indicating a high demand for comprehensive financial advisory services.

Industry Recognition Recent accolades such as ranking #28 on Forbes America's Top RIAs and recognition as a Barron's Top 100 Advisor suggest the firm maintains a strong industry reputation, making it an attractive prospect for premium financial solutions and strategic partnerships.

Leadership Engagement The appointment of a new Chief Operating Officer and the recognition of founder Steve Cassaday on prominent power and influence lists highlight active leadership focusing on sustained growth and operational excellence, signaling opportunities for tailored executive solutions.

Community Involvement Participation in community events like Boo at the Zoo and recognition as a Charitable Champion demonstrate a commitment to corporate social responsibility, opening avenues for collaboration on socially responsible investment programs and community-focused initiatives.

Market Position Ranked among top independent advisors and recognized as a top workplace, the firm is positioned as a reputable and stable organization, suggesting opportunities to offer advanced technological tools, employee engagement solutions, or partner services tailored to high-performing financial firms.

Cassaday & Company, Inc. Tech Stack

Cassaday & Company, Inc. uses 8 technology products and services including RSS, MySQL, Modernizr, and more. Explore Cassaday & Company, Inc.'s tech stack below.

  • RSS
    Content Management System
  • MySQL
    Database
  • Modernizr
    Javascript Libraries
  • jQuery
    Javascript Libraries
  • jQuery UI
    Javascript Libraries
  • PHP
    Programming Languages
  • reCAPTCHA
    Security
  • YouTube
    Video Players

Media & News

Cassaday & Company, Inc.'s Email Address Formats

Cassaday & Company, Inc. uses at least 1 format(s):
Cassaday & Company, Inc. Email FormatsExamplePercentage
First@cassaday.comJohn@cassaday.com
65%
Last@cassaday.comDoe@cassaday.com
27%
First_Last@cassaday.comJohn_Doe@cassaday.com
6%
F.Last@cassaday.comJ.Doe@cassaday.com
2%

Frequently Asked Questions

Where is Cassaday & Company, Inc.'s headquarters located?

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Cassaday & Company, Inc.'s main headquarters is located at 8180 Greensboro Drive, Suite 1180. The company has employees across 1 continents, including North America.

What is Cassaday & Company, Inc.'s phone number?

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You can contact Cassaday & Company, Inc.'s main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Cassaday & Company, Inc.'s official website and social media links?

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Cassaday & Company, Inc.'s official website is cassaday.com and has social profiles on LinkedIn.

How much revenue does Cassaday & Company, Inc. generate?

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As of December 2025, Cassaday & Company, Inc.'s annual revenue is estimated to be $2.4M.

What is Cassaday & Company, Inc.'s SIC code NAICS code?

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Cassaday & Company, Inc.'s SIC code is 6722 - Management Investment Offices, Open-End NAICS code is 52 - Finance and Insurance.

How many employees does Cassaday & Company, Inc. have currently?

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As of December 2025, Cassaday & Company, Inc. has approximately 91 employees across 1 continents, including North America. Key team members include Cco And Director Of Client Services: L. S.Chief Operations Officer: W. B.Chief Of Staff To The Ceo: L. W.. Explore Cassaday & Company, Inc.'s employee directory with LeadIQ.

What industry does Cassaday & Company, Inc. belong to?

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Cassaday & Company, Inc. operates in the Financial Services industry.

What technology does Cassaday & Company, Inc. use?

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Cassaday & Company, Inc.'s tech stack includes RSSMySQLModernizrjQueryjQuery UIPHPreCAPTCHAYouTube.

What is Cassaday & Company, Inc.'s email format?

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Cassaday & Company, Inc.'s email format typically follows the pattern of First@cassaday.com. Find more Cassaday & Company, Inc. email formats with LeadIQ.

When was Cassaday & Company, Inc. founded?

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Cassaday & Company, Inc. was founded in 1993.

Cassaday & Company, Inc.

Financial ServicesVirginia, United States51-200 Employees

Our Mission is to provide objective guidance to individuals and families 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.

Cassaday & Company, Inc., has grown from $40 million in assets under management or supervision to $7 billion (as of 9/30/25) with 91 employees, assisting approximately 3,188 households throughout the United States.

Securities offered through Osaic Wealth, member FINRA/SIPC. Investment advisory and insurance services offered through Cassaday and Company, Inc., a registered investment adviser not affiliated with Osaic Wealth.  

FINRA: http://www.finra.org
SIPC: http://www.SIPC.org

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. Please visit our Awards and Recognition page for details https://cassaday.com/category/awards-recognition/.

Opinions expressed here by Cassaday & Company advisors are based on economic or market conditions at the time this material was written.  Economies and markets fluctuate.  Actual economic or market events may turn out differently than anticipated.  Facts presented have been obtained from sources believed to be reliable.  Cassaday & Company advisors, however, cannot guarantee the accuracy or completeness of such information, and certain information presented here may have been condensed or summarized from its original source.  Cassaday & Company advisors do not provide tax or legal advice, and nothing contained in these materials should be taken as tax or legal advice.

Section iconCompany Overview

Headquarters
8180 Greensboro Drive, Suite 1180
Phone number
SIC Code
6722 - Management Investment Offices, Open-End
NAICS Code
52 - Finance and Insurance
Founded
1993
Employees
51-200

Section iconFunding & Financials

  • $50M$100M

    Cassaday & Company, Inc.'s revenue is estimated to be in the range of $50M$100M

Section iconFunding & Financials

  • $50M$100M

    Cassaday & Company, Inc.'s revenue is estimated to be in the range of $50M$100M

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