Lake Oswego, OR, August 19, 2024 — Aldrich Wealth, a registered investment advisor (RIA) with over $6 billion in assets under management (AUM), is pleased to announce that the firm has been recognized by the Portland Business Journal as one of the Largest Money Management Firms in Oregon & Southwest Washington, ranking 9th amongst 46 firms.

This ranking is part of the Portland Business Journal’s annual list, which is compiled using information provided by firm representatives through detailed questionnaires assessing key data such as assets under management and overall firm growth. In cases where companies reported identical metrics, rankings were determined alphabetically.

“We are honored to receive this recognition alongside many established industry leaders across Oregon and SW Washington,” said Scott Barchus, Aldrich Wealth CEO.  “To us this recognition not only acknowledges the success of our team’s strategic and innovative growth efforts but is a testament to the partnerships we have developed with our clients and the continued trust they place in us.”

This recognition highlights Aldrich Wealth’s unwavering commitment to excellence and exceptional client services, which are integral aspects of the firm’s success.

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 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, including Top 100 Accounting Firm, Aldrich CPAs + Advisors and Aldrich Capital.

Portland Business Journals Largest Money Management Firms in Oregon & SW Washington: This ranking is compiled using information provided by firm representatives through detailed questionnaires assessing key data such as assets under management and overall firm growth. In cases where companies reported identical metrics, rankings were determined alphabetically.

Third-party rankings, recognitions, or ratings are no guarantee of future investment success and do not ensure any level of performance or results. Unless otherwise noted, no fee was paid for consideration of any ranking or award. They should not be construed as an endorsement and are generally based on information prepared and submitted by the firm.