LAKE OSWEGO, OR., July 6, 2021 — Accounting Today has named Aldrich Wealth as one of 2021’s Top Firms by AUM. In its 15th year of publication, the Top Firms by AUM list recognizes leading CPA firms and ranks them by Assets Under Management (AUM). At the time of the survey, Aldrich Wealth reported $4.2 billion in AUM as of May 2021, placing the firm on the esteemed Billion Dollar Plus Club list and making it the 14th largest firm by AUM overall. Additionally, the firm was named a Top Firm by AUM in 2019, 2018, 2017, and 2016 by Accounting Today.
2020 marked several unique transitions for the firm, including moving all staff to a remote work environment and navigating the technological challenges of virtual meetings and interfacing.
“Our remarkable growth over the past few years is a direct credit to our people and the unique culture that has been created collectively by them. While this past year has challenged us in more ways than one, our team members’ resiliency and unwavering commitment to our clients and community allowed us to navigate this with tremendous success,” says Scott Barchus, President of Aldrich Wealth LP.
Accounting Today focuses on the industry’s top topics to help professionals make informed decisions and better serve their clients. The Top AUM list sets the tone for 2021 and gives a voice to the firms with competitive growth strategies and innovative service offerings.
View Accounting Today’s complete list here.
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 planning and preparation. 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 2021). 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 amount 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.
