SAN DIEGO, CA, June 10, 2026 – Aldrich Wealth has been named to the San Diego Business Journal’s Wealth Management Firms List for 2026, earning a No. 36 spot based on assets managed locally during the 2025 fiscal year.  

“We’re honored to be recognized among the top local wealth management firms by the San Diego Business Journal,” said Carl Pinkard, Office Managing Partner of Aldrich’s Carlsbad, California office. “Our team remains committed to building strong client relationships and delivering thoughtful strategies tailored to each client’s goals. We’re proud to help individuals and families make informed financial decisions with confidence.” 

The San Diego Business Journal is a leading regional publication covering business news, trends, and economic developments across the greater San Diego area. It produces annual lists and rankings that highlight companies and organizations based on a range of industry-specific metrics. 

Aldrich Wealth’s inclusion in the San Diego Business Journal 2026 Wealth Management Firms list is based on data reported by participating firms for the 2025 fiscal year. Rankings are determined based solely on assets managed locally and do not evaluate the quality of investment advice, client experience, or investment performance. This recognition is not indicative of future results or client outcomes. Some firms may not have participated. No compensation was provided in exchange for inclusion. The list was published in May 2026.  

Aldrich Wealth LP is a fee-based Registered Investment Advisory firm that provides a comprehensive and customized financial services suite to individuals, businesses, and trusts. These integrated services offer clients the opportunity to grow and preserve their personal and business wealth. Aldrich Wealth’s services weave together goal-based wealth management, financial and estate planning, and tax compliance and advisory. Aldrich Wealth’s Corporate Retirement Plans services include investment management, recordkeeping consulting, fiduciary governance services, and employee education services. Aldrich Wealth is part of the Aldrich group of companies, Aldrich CPAs + Advisors, Aldrich Capital, and Aldrich Solutions.