The National Association of Plan Advisors (NAPA) named Aldrich Wealth LP on their first-ever Top DC Advisor Firm List. This list focuses on leading individual advisor firms ranked by defined contribution assets under advisement.
“Since their inception, NAPA’s various industry lists have been a valuable Who’s Who of who matters in the world of retirement plans and retirement plan advisors,” noted Nevin Adams, Chief Content Officer of the American Retirement Association and Editor-in-Chief of NAPA-Net. “As the nation’s leading voice for retirement plan advisors, we are pleased to highlight the contributions these firms are making in helping building a more financially secure retirement for millions of Americans.”
NAPA also named Aldrich Wealth’s Heather Wonderly and Neil Plein on their 2017 list of Top Retirement Plan Advisors Under 40.
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.