Cassaday & Company
Finance · Virginia, United States · 51-200 Employees
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Overview
Headquarters
8180 Greensboro Dr Ste 1180, Mc Lean, Vi...Phone Number
(703) 506-8200Website
www.cassaday.comRevenue
$43.8 MillionIndustry
ZI Rank: 3
Signal Type
Dec
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May
ZI Rank
2
3
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3
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3
About Cassaday & Company
Cassaday & Company, Inc., founded in 2003 and headquartered in McLean, Virginia, is an investment management company that specializes in retirement & financial planning, tax management, and more.Explore more
Cassaday & Company Org Chart
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Number of Employees
Type
Funding
Founded In
Company Profile Activity
Activity Insights
Cassaday & Company is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Cassaday & Company is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Cassaday & Company.
Cassaday & Company financials insights
Gather financial insights about Cassaday & Company, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2020
Debt
$1M
Cassaday & Company Tech Stack
A closer look at the technologies used by Cassaday & Company
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Most Recent Scoops
Hiring Plans
Cassaday & Company has more open roles in Finance than it has had at any time in the past 12 months with an increased focus that include Financial Planning, and Investment Management, and experience with Finance, and Investments.
Hiring Plans
New Hire
Executive Move
Executive Moves, New Hire
Facilities Relocation / Expansion
Cassaday & Company is planning to move offices in September 2025. The move will impact approximately 8 employees at the existing office located at 8180 Greensboro Dr, 1180, Mc Lean, VA.
Facilities Relocation/Expansion
Person-Based
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Cassaday & Company News & Media
Cassaday & Company Names Dr. Waleed Bississo Chief Operating Officer
Former Bank of America executive to lead operations and drive growth for $6.5B wealth management firm MCLEAN, Va., Aug. 18, 2025 /PRNewswire/ -- Cassaday & Company, Inc. has appointed Dr. Waleed Bississo as Chief Operating Officer. The wealth management firm, based in the DC metropolitan...Six Cassaday & Company Advisors Named 'Top Advisors' by Investment News for 2025
MCLEAN, Va., March 6, 2025 /PRNewswire/ -- Cassaday & Company, Inc., is pleased to announce that six of its financial advisors have been named to Investment News' 'Top Advisors in the USA' list for 2025. The honorees include: Chairman & CEO Steve Cassaday Senior Partner Christopher Krell...Stephan Cassaday Named Top 100 Independent Advisor in the Nation
Barron's Ranks Cassaday #19 on 2024 Top 100 Advisor List MCLEAN, Va., Oct. 7, 2024 /PRNewswire/ -- Stephan Cassaday, Founder, CEO & Chairman of Cassaday & Company, Inc., has been named number 19 on the Nation's Top 100 Independent Advisors List by Barron's. This is the 17th consecutive...Barron's Names Cassaday & Company, Inc. One of Nation's Top Wealth Management Teams
MCLEAN, Va., May 15, 2024 /PRNewswire/ -- Cassaday & Company, Inc., has been ranked #42 on Barron's Top 250 Private Wealth Management Teams list for 2024. This award underscores the success of the team that Steve Cassaday, Founder, Chairman & CEO, has cultivated over the last 31 years....
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Frequently Asked Questions Regarding Cassaday & Company
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Cassaday & Company, Inc., founded in 2003 and headquartered in McLean, Virginia, is an investment management company that specializes in retirement & financial planning, tax management, and more.... Read More
