Lake Oswego, OR., June 21, 2024 – In 2024, Accounting Today’s 18^th annual ranking of Top Firms by AUM recognizes Aldrich Wealth as the 13^th highest CPA wealth management company based on assets under management (AUM) amongst 150 firms nationally. This annual report recognizes “2024 Wealth Magnets” as the leading CPA-affiliated wealth management firms based on AUM.

Aldrich Wealth, an affiliate of Aldrich CPAs + Advisors, is proud to be recognized amongst this list of top firms for the 9^th consecutive year since appearing on the list in 2016. At the time of the survey, Aldrich Wealth reported $6.3 billion in AUM, as of May 2024.

“We are honored to receive this recognition for the 9th consecutive year by Accounting Today alongside the most successful CPA/wealth management firms nationally,” said Scott Barchus, Aldrich Wealth CEO.  “Our continued growth and success are a testament to not only our people’s unwavering commitment and pursuit of excellence, but also the deep trust our clients place in us as we build a lasting wealth management firm.”

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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.

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 2024). 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 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.