Accounting Today named Aldrich Wealth LP 32nd on their 11th annual ranking of CPA firms by assets under management. The list recognizes leading CPA firms in financial planning.
“We are honored to be included again among this elite group of financial advisors,” states Aldrich Wealth LP’s President K. Scott Barchus. “This recognition is a reminder of our commitment to building partnerships with our clients based on shared values, trust and sound wealth management advice.”
This is the 11th annual top 150 firms by AUM list and is produced independently by Accounting Today. The data was provided by Audit Analytics, a premium online intelligence service that delivers audit, regulator and disclosure analysis to the accounting community.
Aldrich Wealth, LP, is an investment advisor registered with the U.S. Securities and Exchange Commission. Aldrich Wealth provides wealth management services where it is appropriately registered or exempt from registration and only after clients have entered into an Investment Advisory Agreement confirming the terms of the client relationship, and have been provided a copy of Aldrich Wealth’ ADV Part 2A brochure document.