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Portland, Oregon, USA skyline at dawn with Mt. Hood in the distance at dawn.
Portland Business Journal Named Aldrich Wealth Among Oregon & Southwest Washington’s Most Admired Companies in Financial Services for 2025
A person standing on a rock in the mountains overlooking the sunset peeking over the mountaintops.
Newsweek Recognizes Aldrich Wealth in 2026 List of America’s Top Financial Advisory Firms
A photo at sunset overlooking Trillium Lake to a snow capped Mount Hood in Oregon.
Chief Growth Officer Nicole Rice Recognized Among Forbes 2026 Top Women Wealth Advisors Best-In-State
Aldrich Wealth Surpasses $7 Billion in Assets Under Advisement
Kathy Peterson Recognized by NAPA as a 2025 Top Women of Excellence
Aldrich Wealth Recognized as a Top CPA-Affiliated Firm by Accounting Today
NAPA Recognizes Aldrich Wealth as a 2025 Top DC Advisor Team
Nicole Rice Recognized by Forbes as a 2025 Top Women Wealth Advisor Best-In-State
Portland Business Journal Names Aldrich Wealth in Oregon’s Most Admired Companies for 2024
Casey McKillip Recognized by NAPA as a 2025 Top Retirement Plan Advisors Under 40
Kathy Peterson Recognized by NAPA as a 2024 Top Women of Excellence
Aldrich Wealth Recognized as 9th Largest Money Management Firm in Oregon + S.W. Washington by the Portland Business Journal

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