Lake Oswego, OR., June 6, 2022—In Accounting Today’s 16th annual publication of Top Firms by AUM, Aldrich Wealth ranked #13 out of 150, nationally. The Top Firms by AUM list recognizes leading wealth management firms by their assets under management (AUM.) At the time of the survey, Aldrich Wealth reported $4.7 billion in AUM as of May 2022, placing the firm on the esteemed Billion Dollar Plus Club list. Additionally, the firm was named a Top Firm by AUM in 2021, 2019, 2018, 2017, and 2016 by Accounting Today.
The last two years, in many ways, have brought our teams closer despite the inability to work together in person. We have enhanced our communication efforts for our teams to better serve our clients and increase visibility for everyone. This has allowed us to successfully serve our clients in this digital landscape.
“Recognitions such as this are a direct by-product of the trust our clients have placed in us. This also reflects the unwavering dedication our people have in serving our clients. I am proud to be part of a team that continues to grow and pursues excellence each and every day,” says Scott Barchus, President & Partner of Aldrich Wealth LP.
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About Aldrich Wealth
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 planning and preparation. 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, including Top 100 Accounting Firm, Aldrich CPAs + Advisors, Aldrich Benefits, Aldrich Retirement Services, Aldrich Technology, and Aldrich Capital.
Accounting Today Top Firms by AUM:
The Accounting Today “Wealth Magnets” Top Firms by AUM is an independent listing produced annually by Accounting Today and SourceMedia (June 2022). The list is based on data gathered from CPA wealth management and financial planning firms, broker-dealers, and Accounting Today research. The ranking is based on each firm’s reported or researched the number of assets under management as of the end of the previous calendar year or later, and does not evaluate the quality of services provided to clients; nor is it indicative of a firm’s future performance. Neither the firms nor their employees pay a fee to Accounting Today in exchange for inclusion in the Wealth Magnets ranking.