LAKE OSWEGO, OR, September 10, 2026—Aldrich Wealth was ranked No. 6 on the Portland Business Journal’s 2026 list of the 46 money management firms with the most assets in Oregon and Southwest Washington.
The Portland Business Journal ranking includes 46 money management firms serving Oregon and Clark and Skamania counties in Washington. Collectively, the firms included on the list reported more than $123.5 billion in assets under management (AUM) in the region as of May 31, 2026.
Aldrich Wealth’s No. 6 position highlights its presence in the Oregon and Southwest Washington market and its work providing wealth management services to individuals, families, and organizations.
“This ranking reflects Aldrich Wealth’s presence in the Oregon and Southwest Washington market,” said Heather Wonderly, President and Chief Executive Officer of Aldrich Wealth. “We are grateful for the trust our community has placed in us to deliver thoughtful, personalized wealth management services aimed at helping clients achieve their life goals as well as helping companies run successful 401(k) plans for their employees.”
About Portland Business Journal’s 2026 Money Management Firms with the Most Oregon and Southwest Washington Assets List
Portland Business Journal is a leading source of local business news and insights for the Portland metropolitan area and Southwest Washington. Its coverage includes regional companies, industries, economic trends, and annual rankings that highlight businesses and organizations across the region.
The 2026 Money Management Firms with the Most Oregon and Southwest Washington Assets is published by the Portland Business Journal. The list ranks money management firms based on assets under management in Oregon and Clark and Skamania counties in Washington as of May 31, 2026. Information was obtained through Portland Business Journal research or supplied by the individual firms through questionnaires that Portland Business Journal could not independently verify. In the event of a tie, firms are listed alphabetically. The ranking was published on August 21, 2026. No compensation was paid by Aldrich Wealth to participate in or be considered for this ranking. Aldrich Wealth paid for use of the ranking logo. For more information, visit: https://www.bizjournals.com/portland/subscriber-only/2026/08/21/the-46-money-management-firms-with-the-most-oregon–sw.html
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, Aldrich CPAs + Advisors, Aldrich Capital, and Aldrich Solutions.
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