Inc. – Best Workplaces

Cassaday & Company, Inc. has been named to

Cassaday & Company, Inc. has been named to Inc. magazine's Best Workplaces list for 2026.

This award holds a special place among the accolades our firm receives. While industry rankings recognize expertise, this one recognizes our people.

To learn more about why Best Place to Work recognition means so much to our team, click here.

What is the Inc. Best Workplaces Award?

Inc.'s annual Best Workplaces program identifies companies across the United States that have built exceptional workplace cultures. Employee feedback, not company self-reporting, determines who makes the list.

The selection process is rigorous and multi-layered:

  • Benefits audit — Inc.'s research partner, Quantum Workplace, evaluates companies' benefits, including insurance, financial benefits, paid leave, and wellness programs.
  • Employee engagement survey — Employees respond independently to 40 prompts rating their benefits, management, and senior leadership, plus open-ended questions about their work environment. Companies must meet a minimum participation threshold and a minimum score to qualify.
  • Editorial vetting — Inc.'s editorial team reviews all applicants against standards of accuracy, fairness, transparency, and ethics.

To make the list, honorees must achieve minimum scores on both the benefits audit and the employee engagement survey.

To learn more about the methodology behind this award, click here.

What Makes Cassaday & Company a Great Place to Work?

Steve Cassaday built this firm in 1993 with one objective: attract and retain top talent in the industry, and empower them to think like an owner. Here's what that looks like in practice:

  • Shared financial stake — All employees participate in a compensation structure tied directly to firm revenue, which is itself driven by client satisfaction and growth. When clients thrive, everyone benefits. It's an alignment that makes our mission personal for every member of our team.
  • Radical inclusion — Employees at every level are invited into major decisions about firm policy and governance. We've found that the input of our talented, motivated team has been one of our most valuable resources in building one of the nation's top wealth management firms.
  • Empowered decision-making — We encourage employees to act independently, take ownership of their work, and trust their judgment. Empowered people become confident top performers, and our clients feel the difference.
  • People-first culture — We hire exceptional people and build roles around their strengths. We invest in camaraderie through team events and a social calendar that brings employees and their families together throughout the year.

The result is a workplace where turnover is low, and tenure is long. For our clients and their families, we believe that stability translates into continuity of care that can span generations.

Award History

Cassaday & Company is honored to have appeared on the Inc. Best Workplaces list in 2019, 2020, 2021, 2022, and 2026.

To learn more about the Inc. Best Workplace program, click here.

For a comprehensive list of Cassaday & Co.'s awards, click here.

Award Disclosures:

Inc. - Best Workplaces (2019–2022, 2026) - Issued by Inc. on June 2, 2026 for the 2026 award year and awarded to independent U.S. workplaces with at least 5 employees, 2+ years in operation and under $1 billion in revenue. Cassaday & Company, Inc. applied for the recognition. Criteria used to determine the winner(s) is editorial review of application answers, an audit of employee benefits, an employee engagement survey by Quantum Workplace and vetting by Inc.'s research department. Award consideration was based on data covering the prior calendar year. 507 were selected. No fee was paid for the receipt or promotion of the award; however, $495 was paid to apply, covering the cost of the survey and research. Please see https://www.inc.com/best-workplaces/2026 for more details.

Third-party ratings 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.

MEDIA INQUIRES

Contact Michelle Tigani

Related Posts