Aldrich Wealth recognized in 8th consecutive year as a Top Firm by AUM, Accounting Today
Lake Oswego, OR., June 7, 2023 – In 2023, Accounting Today’s 17th annual ranking of Top Firms by AUM recognizes Aldrich Wealth as the 13th highest CPA wealth management company based on assets under management (AUM) amongst 150 firms nationally. This annual report recognizes “2023 Wealth Magnets” as the leading CPA-affiliated wealth management firms based on AUM.
Aldrich Wealth, an affiliate of Aldrich CPAs +Advisors, is proud to be recognized amongst this list of top firms for the 8th consecutive year since appearing on the list in 2016. At the time of the survey, Aldrich Wealth reported $4.8 billion in AUM, as of May 2023.
“It is an honor for Aldrich Wealth to be recognized again this year by Accounting Today alongside the most successful CPA/wealth management firms in the country. After 25 years in business, we remain humbled and grateful to the clients that put their trust in us, and steadfast in our commitment to serve and grow a lasting wealth management business.” Scott Barchus, President & Partner of Aldrich Wealth LP
Accounting Today focuses on the industry’s top topics to help professionals make informed decisions and better serve their clients.
About Aldrich Wealth
Aldrich Wealth LP is a fee-based Investment Advisory firm registered with the SEC. We provide 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. Through Aldrich CPAs + Advisors, we can incorporate your tax planning and preparation to integrate into your overall financial picture. 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.
