Cassaday & Company, Inc., is honored to announce that nine of our financial advisors have been named Forbes Best-In-State Wealth Advisors for 2026.  

Marketing Award Disclosure: The 2026 Best-in-State Wealth Advisors is awarded by Forbes. Cassaday did not compensate Forbes or SHOOK Research for this award. Award consideration was based on data submitted covering the period of March 2025 through March 2026.

With over 52,043 nominations received, the Forbes Best-In-State Wealth Advisors list places a spotlight on the top advisors in each state and region throughout the nation. These rankings are determined by a proprietary algorithm of qualitative and quantitative data developed by SHOOK Research. Criteria such as advisor tenure (minimum requirement of 7 years as an advisor), community involvement, breadth of services, and compliance record are evaluated. 

According to RJ Shook, Founder & President of SHOOK Research, “the very best advisors are laser focused on making a difference in their clients’ lives; they want to add meaning and help them live better lives. If we’re going to recommend advisors to the public, we have to make sure every advisor is high quality.” 

Culture of Collaboration  

Having nine of our advisors recognized is a reflection of the culture that has defined Cassaday & Co. since 1993. Cassaday & Co.’s culture is one that embodies a collaborative process where our team of highly experienced and credentialed subject matter professionals work together to create financial plans tailored to each client’s unique goals and needs. Our team was built with the intent of hiring outstanding people and structuring their positions around their skills that cannot be taught. In creating a culture where employees feel valued and empowered, our staff is motivated to provide our clients with an unparalleled level of dedication and service. This dedication to our employees has also led to a higher retention rate of our professionals, allowing for a continuity of service for our clients that can span generations.  

Continuity of Care  

At Cassaday & Co., we believe having a viable succession plan isn’t just good business practice, it’s part of our fiduciary duty to our clients.  

Our firm is staffed by experienced professionals who have grown within the firm. That depth of experience is paired with an equally deliberate approach to bringing in the next generation. With an average employee age of 36, our team is intentionally young — a meaningful advantage for clients. When today’s clients are in their 80s, their advisory teams will still be in the prime of their careers, providing uninterrupted guidance through life’s transitions and building relationships with the families they’ll serve for decades to come. 

The result is a firm where talent is developed from within, and clients never have to wonder who will be there for them next. 

Award History  

Cassaday is honored to have had advisors recognized on the Forbes Best-In-State Wealth Advisor ranking each year since the list’s inception in 2018.   

To see the full Forbes Best-In-State Wealth Advisor rankings, click here.  To view the methodology behind the Forbes’ Best-In-State Wealth Advisors, click here.  

For a comprehensive list of Cassaday & Company, Inc.’s awards and recognition, click here.  

Award Criteria:

Forbes Best-In-State Wealth Advisors (2018 – 2026): The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, 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. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes or SHOOK receive a fee in exchange for rankings. Cassaday did not compensate Forbes for this award. Award consideration was based on data covering a trailing 12-month period ending March 31st. Please see https://www.forbes.com/sites/rjshook/2025/04/08/methodology-forbes-americas-top-wealth-advisors-2025/ for more information.