Cassaday & Company, Inc. logo

Cassaday & Company, Inc. Employee Directory

Financial ServicesVirginia, United States51-200 Employees

Cassaday & Company, Inc. is a financial services firm based in Tysons, Virginia, focused on providing objective financial guidance to individuals and families. The firm emphasizes honesty, integrity, high-quality service, and reasonable pricing in its approach. It has grown its assets under management to 7.1 billion as of March 31, 2026, while serving roughly 3,277 households nationwide.

Securities are offered through Osaic Wealth, with investment advisory and insurance services provided by Cassaday & Company, Inc., a registered investment adviser not affiliated with Osaic Wealth. The firm has earned industry recognitions and recently announced a partnership with JMlegacyplanning to support estate planning for clients.

Find Cassaday & Company, Inc. employees' phone numbers or email addresses

Cassaday & Company, Inc. Global Highlights

Location
Employees

North America
133

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  • United States Of America
    133

Cassaday & Company, Inc.'s Leadership

  • Stylized image of a person
    A. J.
    Ea To Senior Partner
    Phone icon
  • Stylized image of a person
    D. M.
    Partner
    Phone icon
  • Stylized image of a person
    M. D. C.
    Owner
    Phone icon
  • Stylized image of a person
    M. T.
    Director Of Marketing & Communications
    Phone icon
  • Stylized image of a person
    A. S.
    Director Of Estate Planning
    Phone icon
  • Stylized image of a person
    R. M.
    Director Of Financial Planning
    Phone icon
  • Stylized image of a person
    A. L.
    Director Of Financial Planning
    Phone icon
  • Stylized image of a person
    A. W.
    Director Of Client Services
    Phone icon

Cassaday & Company, Inc. Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Finance
  • Community & Social Services
  • Business
  • Accounting
  • Other
  • Human Resources

Contact profiles from Cassaday & Company, Inc.

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    A. J.
    Ea To Senior Partner
    Phone icon
    Jul 28, 2026
  • Stylized image of a person
    D. M.
    Partner
    Phone icon
    Oct 22, 2024
  • Stylized image of a person
    M. D. C.
    Owner
    Phone icon
    Oct 17, 2024
  • Stylized image of a person
    M. T.
    Director Of Marketing & Communications
    Phone icon
    Jul 28, 2026
  • Stylized image of a person
    A. S.
    Director Of Estate Planning
    Phone icon
    Aug 01, 2026
  • Stylized image of a person
    R. M.
    Director Of Financial Planning
    Phone icon
    Jul 28, 2026
  • Stylized image of a person
    A. L.
    Director Of Financial Planning
    Phone icon
    Jun 27, 2025
  • Stylized image of a person
    A. W.
    Director Of Client Services
    Phone icon
    Jun 08, 2026
  • Stylized image of a person
    C. M. F.
    Director Of Onboarding Strategies
    Phone icon
    Oct 22, 2024
  • Stylized image of a person
    R. B.
    Director Of Investment Strategy & Operations
    Phone icon
    Jul 28, 2026

Frequently Asked Questions

What is Cassaday & Company, Inc. known for?

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Cassaday & Company, Inc. was founded in 1993 operates in the Financial Services industry; you can contact the main corporate office by phone at . Explore Cassaday & Company, Inc.'s company overview page for more information.

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

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Cassaday & Company, Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Cassaday & Company, Inc. email formats with LeadIQ.

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

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Cassaday & Company, Inc. has approximately 96 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Cassaday & Company, Inc.'s key employees and leadership?

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As of July 2026, Cassaday & Company, Inc.'s key employees include:

  • Ea To Senior Partner: A. J.
  • Partner: D. M.
  • Owner: M. D. C.
  • Director Of Marketing & Communications: M. T.
  • Director Of Estate Planning: A. S.

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