LAKE OSWEGO, OR, February 25, 2025 – Aldrich Wealth, a registered investment advisor (RIA) with over $6.5B assets under advisement, today announced Nicole Rice, Partner and Chief Growth Officer (CGO), was recognized by Forbes as a 2025 Top Women Wealth Advisors Best-In-State, ranking eighth in Oregon.
The Forbes Top Women Wealth Advisors Best-In-State list honors distinguished female advisors who have demonstrated exceptional client impact, industry experience, and adherence to best practices. Developed by SHOOK Research, the list was created based on a rigorous evaluation process, including in-person, virtual, and telephone due diligence meetings that assess both qualitative and quantitative criteria, such as client retention and compliance records.
“I am honored to receive this recognition alongside such an exceptional group of women,” said Nicole. “Though to me the true reward comes from helping our clients achieve meaningful financial success, empowering our team to grow, and making a positive impact in our communities. This award is a real testament to the dedication and excellence of our entire firm.”
Nicole has dedicated her professional career to helping business owners and corporate executives develop strategies for wealth accumulation and preservation. As the firm’s CGO, she works to enhance client experience and support innovative initiatives. Nicole is deeply committed to fostering community development and is part of Vistage Worldwide, Inc., PDX Bizwomen Coalition, Portland Women in Investment Management, PDX Executive Assembly, has participated in Portland Business Journal’s (PBJ) Women’s Summit Mentor Monday on multiple occasions, and was recognized as a 2024 PBJ Woman of Influence.
Click here to view the 2025 Top Women Wealth Advisors Best-In-State list in its entirety.
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, Aldrich CPAs + Advisors and Aldrich Capital.
The Forbes ranking of America’s Top Women Wealth Advisors and Top Women Wealth Advisors Best-In-State, developed by SHOOK Research, is based on an algorithm of qualitative data, learned through surveys and interviews conducted by telephone, in-person and virtually to evaluate best practices, such as service models, investing models and compliance records as well as quantitative data, such as revenue trends and assets under management. All advisors have a minimum of seven years’ experience. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Award February 2025 for time period 1.1.24-12.31.24. Click here for additional information.
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Aldrich Wealth LP (“Aldrich Wealth”) is an investment advisor registered with the US Securities and Exchange Commission. Aldrich Wealth provides wealth management services where it is appropriately registered or exempt from registration and only after clients have entered into an Investment Advisory Agreement confirming the terms of the client relationship and have been provided a copy of Aldrich Wealth’s Client Relationship Summary and ADV Part 2A brochure document. The information contained on this website is provided for informational purposes only, is not complete, and does not contain material information about making investments in securities including important disclosures and risk factors. Under no circumstances does the information on this website represent a recommendation to buy or sell stocks, bonds, mutual funds, exchange-traded funds (ETFs), other securities, or investment products.
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