RIA comparison · SEC Form ADV
Cary Street Partners vs Cassaday & Company, Inc.
Two independent wealth managers side by side: assets, clients, staff, services and fees, from each firm’s own filing.
The short answer
Cary Street Partners is the larger of the two, with $10B in regulatory assets to $7.1B at Cassaday & Company, Inc., 44% more than its rival, by their latest Form ADV filings. Cary Street Partners reports more individual clients (6,641 vs 3,142), while Cassaday & Company, Inc’s clients hold more on average (about $2.2 million each against $1.3 million). Both are based in Virginia: Cary Street Partners in Richmond and Cassaday & Company, Inc. in McLean.
| Figure | Cary Street Partners | Cassaday & Company, Inc. |
|---|---|---|
| Regulatory AUM | $10B | $7.1B |
| National rank | #94 | #150 |
| Headquarters | Richmond, Virginia | McLean, Virginia |
| Individual clients | 6,641 | 3,142 |
| High-net-worth clients | 2,175 | 2,017 |
| Average client assets | $1.3 million | $2.2 million |
| Accounts | 16,731 | 3,267 |
| Discretionary | 68% of AUM | 100% of AUM |
| Employees | 182 | 97 |
| Advisory staff | 85 | 32 |
| Clients per advisory employee | 78 | 98 |
| Offices | 25 | 1 |
| Form ADV filed | 2026-03-30 | 2026-03-09 |
Cary Street Partners
Full profile →Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Pension consulting
- Selecting other advisers
- Educational seminars and workshops
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
- Performance-based fees
- Other
Cassaday & Company, Inc.
Full profile →Services
- Financial planning
- Portfolio management for individuals and small businesses
- Pension consulting
- Other services
How it’s paid
- A percentage of assets under management
- Hourly charges
- Other
Questions
Which is bigger, Cary Street Partners or Cassaday & Company, Inc.?
Cary Street Partners, with $10B in regulatory assets under management against $7.1B at Cassaday & Company, Inc. Nationally they rank #94 and #150 among 5,657 independent wealth management RIAs.
How many clients do Cary Street Partners and Cassaday & Company, Inc. have?
Cary Street Partners reports 6,641 individual clients (2,175 high-net-worth) with 85 advisory employees; Cassaday & Company, Inc. reports 3,142 (2,017 high-net-worth) with 32 advisory employees.
How do Cary Street Partners and Cassaday & Company, Inc. charge clients?
Only Cary Street Partners lists fixed fees; performance-based fees on Form ADV. Fee schedules and minimums are in each firm’s Form ADV Part 2A brochure.
What services do Cary Street Partners and Cassaday & Company, Inc. offer?
Cary Street Partners lists portfolio management for businesses and institutions; selecting other advisers; educational seminars and workshops, which Cassaday & Company, Inc. does not. Cassaday & Company, Inc. lists other services, which Cary Street Partners does not. Both offer financial planning; portfolio management for individuals and small businesses; pension consulting.
More comparisons
Where these numbers come from
Every figure is the firm’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Average client assets divide the assets held for individual and high-net-worth clients by their number. Ranks compare each firm with all US-based independent wealth management RIAs, the same field as The Largest RIAs. Figures can lag recent deals and market moves.
Not an endorsement or a recommendation of either firm. Before hiring an adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search: Cary Street Partners ↗, Cassaday & Company, Inc. ↗. How to check a financial advisor →