AUM Growth Cassaday & Company has scaled assets under management from $40 million to $7.1 billion as of 3/31/26, signaling strong growth trajectory and potential for cross-sell of advisory services as clients’ wealth increases.

Wealth Advisory Network With 96 employees and approximately 3,277 households served nationwide, there are sizable opportunities to deepen relationships through family office style planning, estate strategies, and broader financial solutions for multi-generational clients.

Awards & Trust Consistent recognition as a Best Place to Work and top state rankings (e.g., Barron’s State by State list, Virginia leadership) bolsters brand credibility, aiding outreach to potential high-net-worth prospects seeking reputable fiduciary partners.

Strategic Partnerships Recent collaboration with Jmlegacyplanning and a relationship with JM LAW expands estate planning capabilities, presenting a natural entry point for integrated planning conversations and bundled services.

Compliance & Positioning Securities and advisory services are handled through a registered framework with Osaic Wealth while Cassaday provides advisory and insurance through its own RIA, offering a diversified product suite to tailor solutions for different client needs.