Lake Oswego, OR., June 12, 2025 – Aldrich Wealth has been recognized by Accounting Today’s 19th annual ranking of Top Firms by AUM as the 12th highest CPA-affiliated wealth management firm, amongst 200 firms nationally. The 2025 “Wealth Magnets” list identifies the leading firms based on assets under management (AUM), highlighting the nation’s top CPA wealth management practices.
This marks the 10th consecutive year Aldrich Wealth, an affiliate of Aldrich CPAs + Advisors, has appeared on the list since its debut in 2016. As of May 2025, Aldrich Wealth reported $6.5 billion in assets under advisement, reflecting the firm’s ongoing growth and sustained excellence in serving its clients and their deep trust.
“Being recognized on the ‘Wealth Magnets’ list reflects the dedication and integrity of our team,” said Heather Wonderly, CEO of Aldrich Wealth. “The firm’s integrated approach—particularly for business owners—allows us to align personal and business financial goals, providing clarity and confidence across every stage of their financial journey.”
Accounting Today’s annual ranking serves as a benchmark for excellence in the financial planning space, offering insight into the industry’s most trusted and influential firms.
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.
Disclosure: This content is for informational purposes only and not investment advice.
