Aldrich Wealth has reached a significant milestone, exceeding $7 billion in assets under advisement for the first time in the firm’s history. This achievement reflects the firm’s continued commitment to guiding business owners, corporate executives, and families through the complexities of personal and professional financial planning.
“Our ability to grow as a firm reflects our commitment to delivering high-quality financial advice tailored to our clients’ unique needs,” said Heather Wonderly, CEO of Aldrich Wealth. “Reaching $7 billion in assets under advisement is a testament to our team’s focus on delivering an integrated approach to financial planning, investment management and tax services to executives, private company owners, and families.”
Aldrich Wealth understands what it takes to manage wealth in a complex global economy. We help our clients protect and grow their financial assets for tomorrow by enabling them to make careful financial decisions today. Our services include investment management, financial planning, insurance consulting, tax advisory, estate planning, family office, and corporate retirement programs. As a member of the Aldrich group of companies, which also includes Aldrich CPAs + Advisors and Aldrich Capital, we take an integrated approach to financial planning, investment management, tax services, and business transitions.
Aldrich Wealth has been recognized as a top CPA-affiliated wealth management firm in the country according to Accounting Today’s 2025 Wealth Magnets list as well as one of Portland Business Journal’s 2025 Largest Money Management Firms in Oregon & Southwest Washington.
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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. 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. Aldrich Wealth was awarded 12th place on June 3rd, 2025 based on AUM as of December 31, 2024. Neither the firms nor their employees pay a fee to Accounting Today in exchange for inclusion in the Wealth Magnets ranking, however a licensing fee was paid to Account Today for use of the award and logos.
Portland Business Journal Largest Money Management Firms in Oregon & Southwest 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. Aldrich Wealth was awarded 10th place on July 18, 2025 based on assets under management (AUM) as of December 31, 2024. Participating firms do not pay to participate. A licensing fee was paid for use of the award and logos.
Disclosure: This material is for informational purposes only and should not be construed as personalized investment advice or a recommendation to buy or sell any specific security or strategy. All investments involve risk, including the potential loss of principal. Past performance is not indicative of future results. Aldrich Wealth is an SEC-registered investment adviser; registration does not imply a certain level of skill or training.
