On December 12, 2024, the Portland Business Journal held its annual Oregon’s Most Admired Companies awards ceremony to recognize the top ten companies of each category. Aldrich Wealth, a Registered Investment Advisory firm with over $6.5 billion in assets under management, was ranked eighth among Financial Services companies, marking its fourth consecutive year on the list.
“We are honored that Aldrich Wealth has been recognized among Oregon’s Most Admired Companies for 2024 by the Portland Business Journal and our community,” said Heather Wonderly, CEO + Partner. “This award is a not only a testament to our team’s unwavering commitment to supporting our clients’ goals, but also our dedication to cultivating an environment where our people thrive while making a meaningful impact in the communities we serve.”
As part of the Portland Business Journal event, the Aldrich group of companies donated a total of $5,000 to the Most Admired Nonprofit organizations recognized during the ceremony. To learn more about our commitment to our community involvement, please click here.
The Most Admired lists are generated by surveying more than 3,000 Portland-area CEOs, top executives, and local leaders. Survey respondents rank their first-, second- and third-place choices in 10 industry categories and across all industries.
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 and Aldrich Capital.
