LAKE OSWEGO, OR, March 18, 2026—For the eighth straight year, Aldrich Wealth’s Corporate Retirement Plans team has been named to the National Association of Plan Advisors’ (NAPA) list of Top Defined Contribution (DC) Advisor Teams with assets under advisement of at least $100 million, based on self-reported assets (see information below).
“Being recognized by NAPA for the eighth consecutive year reflects the pride our team takes in serving our clients,” said Kathy Peterson, CRPC®, CPFA™, AIF®, Director of Corporate Retirement Plans at Aldrich Wealth. “We are committed to helping privately held companies and their employees with retirement plans that are thoughtfully designed and administered with care. Our focus is on helping participants make informed decisions about their financial future while providing plan sponsors with guidance tailored to their specific needs and circumstances.”
Aldrich Wealth is one of five Oregon-based firms on this year’s NAPA list of 373 teams across the nation. This list highlights individual firms and the assets under advisement related to their defined contribution practice, specifically in a single physical location.
In addition to this recognition, Aldrich Wealth’s Casey McKillip was recently named to NAPA’s 2026 Top 100 Retirement Plan Advisors Under 40 List, and Kathy Peterson was named to NAPA’s 2025 Top Women of Excellence (see information below about these awards).
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.
About NAPA
NAPA was created by and for retirement plan advisors. Membership is also open to other retirement industry professionals who support plan advisors’ interests. NAPA is the only advocacy group exclusively focused on the issues that matter to retirement plan advisors. NAPA is part of the American Retirement Association, based in the Washington, D.C. area. More information about NAPA is available at napa-net.org.
2026 Top DC Advisor Team list: The NAPA Top DC Advisor Team list, announced on March 15, 2026, focuses on teams broadly defined as being in a single physical location, and with at least $100 million in DC assets under advisement. It is based on self-reported assets under advisement as of December 31, 2025. No compensation was paid by Aldrich Wealth to participate in or be considered for this award. For additional information, visit: https://www.napa-net.org/industry-content/accolades-home/napa-accolades-topdcadvisor-teams/napa-top-dc-advisor-teams-2026/
The NAPA Top 100 Retirement Plan Advisors Under 40 list: Announced November 13, 2025, recipients were selected based on a combination of data submitted by the nominees, including the following: plan size managed, advisor revenue percentage relative to total assets under advisement, total dollar value of defined contribution/defined benefit book of business managed, and other criteria as of October 2025. Neither Aldrich Wealth nor Casey McKillip paid any compensation to participate in or be considered for this award. For additional information, visit: https://www.napa-net.org/industry-content/accolades-home/NAPA-Top-Retirement-Plan-Advisors-Under-40/2026-napa-aces
The NAPA Top Women of Excellence: Announced October 20, 2025, the nominees were asked to respond to a series of questions, both quantitative and qualitative, about their experience and practice. Those questions were then reviewed anonymously by a panel of judges. Selected women were honored in three separate categories: Captains (focused on growth of the organization and business, they are principals, leaders, owners, or producing advisors); MVPs (primarily focused on managing relationships and retention of clients); and Rising Stars (less than five years of experience with retirement plans). No compensation was provided in connection with this recognition. Kathy Peterson was honored as a Captain in 2025, based on data compiled from August 2024-2025. For more information, visit: https://www.napa-net.org/industry-content/accolades-home/napa-top-women-of-excellence/2025-napa-top-women-of-excellence/
Third-party rankings and recognitions are not indicative of future investment performance and do not guarantee that a client or prospective client will experience a certain level of results.
