LAKE OSWEGO, OR, June 30, 2026—Aldrich Wealth has been named the 11th largest CPA-affiliated wealth management firm in the nation in Accounting Today’s 2026 Wealth Magnets ranking. The annual list recognizes 200 firms based on assets under management (AUM) and highlights the largest CPA-integrated wealth management firms across the country.
“Being included in this ranking year after year is meaningful to our team,” said Heather Wonderly, President + CEO, Aldrich Wealth. “We continue to see the value of a coordinated approach to serving clients holistically across their personal and business financial lives including tax planning, financial planning, estate planning, 401(k) advisory, accounting services, and beyond. Our advisors help clients make investment and financial planning decisions with a clear understanding of how those choices fit into their broader financial picture. As an affiliate of Aldrich CPAs + Advisors, we’re able to collaborate across disciplines, giving clients access to more connected insights as they navigate the complexities of building, preserving, and transferring wealth.”
The recognition marks the 11th consecutive year Aldrich Wealth, an affiliate of Aldrich CPAs + Advisors, has been included in the ranking since its launch in 2015, and it was the only Oregon-based firm included in the 2026 ranking. As of December 31, 2025, the firm reported $7.4 billion in AUM.
The annual ranking reflects the continued demand for integrated financial guidance that connects wealth management, tax planning, business advisory, and estate planning strategies. Aldrich Wealth works with individuals, families, and business owners to help align financial decisions with long-term goals.
About Accounting Today
Accounting Today is a national publication covering news, trends, and insights across the accounting and advisory profession. The publication provides resources and industry rankings that recognize firms demonstrating leadership, growth, and innovation.
The Wealth Magnets list, published annually by Accounting Today, provides a snapshot of the largest CPA-affiliated wealth management firms in the United States, based on reported AUM. Announced June 2, 2026, Accounting Today’s Wealth Magnets list was selected based on a combination of data submitted by the nominees, including the following: AUM as of December 31, 2025, number of staff, and names of broker-dealer affiliations. No compensation was paid by Aldrich Wealth to participate in or be considered for this award. Aldrich Wealth paid for the award logo. For more information, visit: https://www.accountingtoday.com/data/the-2026-wealth-magnets.
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, Aldrich CPAs + Advisors, Aldrich Capital, and Aldrich Solutions.
