Lake Oswego, OR, August 19, 2025 — Aldrich Wealth, a registered investment advisor (RIA) with over $6 billion in assets under advisement (AUM), is proud to announce that the firm has again been recognized by the Portland Business Journal as one of the Largest Money Management Firms in Oregon & Southwest Washington, ranking 10th amongst 45 firms.
This recognition is part of the Portland Business Journal’s annual list, which aggregates data through questionnaires filled out by participating firms, covering metrics such as regional AUM as of May 31, 2025, and recent year-over-year growth. In the event of identical figures, rankings are determined alphabetically.
“We’re honored to be recognized once again among the top firms in our region,” said Heather Wonderly, Aldrich Wealth CEO. “Our growth is a reflection of our dedication to serving business owners holistically—whether building enterprise value, guiding succession strategies, creating personal wealth, or developing retirement plan solutions that strengthen their organizations. We help clients make informed decisions that align with their goals, values, and vision for the future.”
Aldrich Wealth has an unwavering commitment to excellence and exceptional client services – principles we believe are foundational to our continued success.
About Aldrich Wealth
Aldrich Wealth LP is a fee-based Registered Investment Advisory firm that provides a comprehensive and customized financial services suited 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.
Portland Business Journals Largest Money Management Firms in Oregon & SW Washington: This ranking is compiled using information provided by firm representatives through detailed questionnaires assessing key data such as assets under management and overall firm growth. In cases where companies reported identical metrics, rankings were determined alphabetically.
Third-party rankings, recognitions, or ratings are no guarantee of future investment success and do not ensure any level of performance or results. Aldrich Wealth did not pay a fee to be considered for this ranking. This ranking should not be construed as an endorsement and is based on information prepared and submitted by the firm.
Disclosure: This content is for informational purposes only and not investment advice.
