LAKE OSWEGO, OR, February 23, 2026 – Aldrich Wealth has been recognized as one of America’s Top Financial Advisory Firms for 2026 by Newsweek, earning a 4.5-star rating.
“Being recognized as one of America’s Top Financial Advisory Firms for 2026 reflects our commitment to truly understanding the goals of every client we serve,” said Nicole Rice, Chief Growth Officer + Partner, Aldrich Wealth. “We begin by listening carefully and developing tailored strategies that align with their goals. By leveraging our integrated services and collaborative team approach, we deliver coordinated solutions that help clients move forward with confidence.”
“This recognition from Newsweek underscores our team’s dedication to delivering thoughtful guidance across every stage of our clients’ lives,” said Carl Pinkard, Carlsbad Office Managing Partner. “Whether they are building a business, managing their 401(k) plan, planning for a transition, or focused on the legacy they want to leave, our role is to provide thoughtful, long-term guidance that supports their business and personal priorities.”
The Newsweek rankings highlight 1,000 financial advisory firms across the country based on a comprehensive evaluation of publicly available data. The ranking, developed by Newsweek and Plant-A Insights, evaluates asset growth, client growth, adviser credentials, and other firm characteristics
With more than $7.4 billion of assets under advisement, Aldrich Wealth helps guide business owners, corporate executives, and families through the complexities of personal and professional financial planning. Our services include investment management, financial planning, insurance consulting, tax advisory, estate planning, family office, and corporate retirement programs. As a member of the Aldrich group of companies, which also includes Aldrich CPAs + Advisors, Aldrich Capital, and Aldrich Solutions, we take an integrated approach to financial planning, investment management, tax services, and business transitions.
