LAKE OSWEGO, OR., MARCH 19, 2024– Aldrich Wealth, a registered investment advisor providing wealth management services to high net-worth individuals and investment management to corporate retirement plans, today announced the National Association of Plan Advisors (NAPA) has identified the firm’s Corporate Retirement Plans’ team as a Top Defined Contribution (DC) Advisor Team, marking the firm’s sixth year of recognition.

NAPA’s top DC Advisor Teams focuses on the nation’s leading retirement plan advisory firms that have at least $100 million in assets under advisement (AUA) as of December 31, 2023. Out of over 450 teams recognized, Aldrich Wealth is proud to be one of only four firms based in Oregon included in the list.

“I am so proud of the awards and accomplishments of our team of 401(k) advisors. Clearly, we are approaching our job to plan sponsors and their participants a little differently,” said Heather Wonderly, AIF®, CPFA®, Partner + Director of Corporate Retirement Plans. “The only thing we have to sell is unbiased fiduciary investment services and holistic fiduciary support performed in a dynamic way. We approach each day by challenging ourselves to be better than we were the day before to help our clients achieve successful retirement plans.”

This year’s list included a record number of teams, representing nearly $2 trillion in defined contribution plan assets belonging to more than 47,000 plans covering more than 21 million participants.

The National Association of Plan Advisors was created by and for retirement plan advisors. Membership is also open to other retirement industry professionals who support the interests of plan advisors. NAPA is the only advocacy group exclusively focused on the issues that matter to retirement plan advisors and is part of the American Retirement Association.

Click here to view the 2024 Top DC Advisor Team 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, including Top 100 Accounting Firm, Aldrich CPAs + Advisors and Aldrich Capital.