A complete list of active advisors currently associated with Cassaday & Company, Inc.

Warmer can help you find a great advisor at Cassaday & Company, Inc. or one who fits your needs even better.

Cassaday & Co Wealth Management provides investment management and financial planning to individuals (including high-net-worth clients), qualified retirement plans, trusts, charitable organizations, corporations and small businesses, managing about $7.14 billion in discretionary assets as of December 31, 2025. The firm also offers standalone financial planning and retirement plan consulting services for plan sponsors and fiduciaries. The firm’s investment approach is long-term and asset-allocation driven, grounded in Modern Portfolio Theory and typically implemented with actively managed mutual funds, ETFs, fixed income securities and model portfolios aligned to a written investment policy statement. Cassaday works with clients to analyze financial circumstances, transition existing holdings (including held-away retirement and 529 accounts), monitor allocations, and conduct periodic reviews consistent with its ERISA fiduciary obligations for plan clients. Cassaday’s corporate affiliations and activities set it apart from many peers: it is an indirect subsidiary of Focus Financial Partners (with private-equity owners disclosed), several supervised persons are also registered representatives of OSAIC Wealth (and the firm requires advisory clients’ transactions be executed through OSAIC), and some professionals are licensed insurance agents who place business via an affiliate insurance platform, Focus Risk Solutions. The firm also facilitates credit and cash-management solutions through UPTIQ, discloses revenue-sharing arrangements with its parent and affiliates, and coordinates estate-planning referrals with an affiliated law firm (JM Law, PLLC) and provides pension consulting services to employer plans, a mix of services and affiliations that the brochure identifies as potential conflicts of interest and that differ from many multi-team advisers.

To learn more about the advisors currently working at Cassaday & Company, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.