NEW YORK--(BUSINESS WIRE)--Royal Alliance Associates, Inc. today announced that affiliated advisors Patricia C. Brennan, CFP®, CFS; Stephan Cassaday, CFP®, CFS; and Kevin Myeroff, CPA, CFP® were named to Forbes’ Top 100 Wealth Managers list for 2016. Cassaday and Myeroff were also recognized in Barron’s 2016 Top 100 Independent Wealth Advisors list.
Brennan is president and CEO of Key Financial, Inc., located in West Chester, Pennsylvania, and was ranked No. 92 by Forbes. Cassaday is president and CEO of Cassaday & Company, Inc. in Mclean, Virginia, and ranked No. 15 on the Barron’s list this year and No. 196 by Forbes. Myeroff is president and CEO of NCA Financial Planners in Cleveland, Ohio, and ranked No. 73 on the 2016 Barron’s list and No. 60 by Forbes. Both Cassaday and Myeroff were also ranked in 2015 by Barron’s, representing No. 31 and No. 74 respectively.
The Forbes ranking of America's Top Wealth Advisors is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews. There is no fee in exchange for rankings.
Barron’s ranking of the Top 100 Independent Wealth Advisors is based on assets under management, the quality of the advisors’ practices and the revenue generated for their firms. Investment performance is not an explicit criterion.
“We congratulate Patti, Stephan and Kevin on being named to these prestigious lists,” said Dmitry Goldin, president and CEO of Royal Alliance Associates, Inc. “These advisors are incredibly valuable assets to the Royal Alliance family and we’re pleased to see they have been recognized for the dedication and commitment they have to helping their clients reach their financial goals.”
Brennan has more than 30 years of experience in the financial services industry providing comprehensive wealth management and integrated strategies for clients. She started Key Financial, Inc. in 1985 and has since received recognition from multiple industry publications. She was included in Barron’s Top 1000 Financial Advisors in America list from 2009-2012, Barron’s Top 100 Women Financial Advisors in America for the last ten years, Fortune’s Top 100 Independent Advisors list in 2008 and Wealth Manager Magazine’s Top 50 Women in Wealth list in 2008.
Cassaday has nearly 40 years of experience in the financial services industry providing comprehensive financial strategies for clients. He founded Cassaday & Company in 1993 and the firm and Cassaday have since been recognized as leaders in the space. In 2016, Barron’s also ranked Cassaday as the No. 1 advisor in Virginia for the second time on its list of America’s Top 1,200 Advisors: State by State.
Myeroff has more than 25 years of experience in finance and has spent the entirety of his career serving the Cleveland area. He became CEO and president of NCA Financial Planners in 2000, joining the firm after spending three years in public accounting. He has been named to Barron’s Top 100 Financial Advisors list since 2004 and is currently ranked the No. 1 advisor in Ohio on Barron’s list of America’s Top 1,200 Advisors: State by State.
The full lists can be found online at:
About Royal Alliance Associates, Inc.
Securities and advisory services offered through Royal Alliance Associates, Inc., member FINRA/SIPC and a registered investment advisor. Royal Alliance is an independent broker-dealer and owned by Advisor Group Inc., one of the largest broker-dealer networks in the industry. The firm has nearly 2,000 affiliated independent financial advisors and is headquartered in New York City. Royal Alliance was founded in 1969 and employs a client-driven approach focused on meeting the unique demands of businesses and individuals. For more information, visit www.royalalliance.com.
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.