Insights

Strong Market Presence With assets under management growing to over $7.3 billion and a client base of more than 3,200 households nationwide, Cassaday & Company demonstrates a robust market position, indicating ongoing client acquisition opportunities and expanding wealth management needs.

Award-winning Reputation Consistent recognition as a top workplace and state-level wealth advisor across Virginia underscores the company's credibility and strong employee engagement, making it an appealing partner for affluent clients seeking reputable financial services.

Leadership & Talent The appointment of a new Chief Operating Officer and founder Steve Cassaday’s inclusion in the Virginia Power List highlight a forward-thinking leadership team, signaling potential for innovative service offerings and leadership-driven client engagement strategies.

Technology Stack Utilization of modern tools like MySQL, jQuery, and PHP suggests a focus on efficient client data management and digital engagement, providing sales opportunities to align with cutting-edge financial planning solutions and enhance client digital experiences.

Growth & Recognition Recent industry accolades, including Best-In-State Wealth Advisor status and local community participation, position Cassaday & Company as a desirable partner for high-net-worth individuals and families seeking trusted, award-winning financial advice.

Cassaday & Company, Inc. Tech Stack

Cassaday & Company, Inc. uses 8 technology products and services including Beaver Builder, oEmbed, D3.js, and more. Explore Cassaday & Company, Inc.'s tech stack below.

  • Beaver Builder
    Content Management System
  • oEmbed
    Dev Tools
  • D3.js
    Javascript Graphics
  • imagesLoaded
    Javascript Libraries
  • Lightbox
    Javascript Libraries
  • Priority Hints
    Performance
  • PHP
    Programming Languages
  • ZURB Foundation
    UI Frameworks

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
67%
Last@cassaday.comDoe@cassaday.com
25%
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 Tysons, Virginia 22102 United States. 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.

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

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Cassaday & Company, Inc.'s NAICS code is 52 - Finance and Insurance.

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

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As of June 2026, Cassaday & Company, Inc. has approximately 97 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 Investment Officer: R. B.. 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 Beaver BuilderoEmbedD3.jsimagesLoadedLightboxPriority HintsPHPZURB Foundation.

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 $7.1 billion (as of 3/31/26) with 96 employees, assisting approximately 3,277 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 Tysons, Virginia 22102 United States
Phone number
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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