Aldrich Wealth LP is pleased to be recognized by multiple publications in their annual rankings of wealth management firms across the US. Financial Advisor (FA) magazine named Aldrich Wealth 29th on its Top 50 Fastest-Growing Firms list. The firm was also honored in the Top 200 of the FA Annual Registered Investment Advisor (RIA) Rankings. Results were derived from year over year AUM comparison of figures provided by the RIA.

In the same month, Accounting Today recognized Aldrich Wealth as the 24th largest wealth management firm affiliated with an accounting firm based on assets under management. This was the 13th annual Assets Under Management ranking, including more than 150 firms that provided information to the publication. Additionally, the firm was named a 2019 Top 300 RIA by 2019 Financial Times for the third year. Aldrich Wealth is one of only two advisors from the Pacific Northwest to receive this recognition.

Aldrich Wealth is a dynamic, fast growing and established independent registered investment advisor (RIA) at the forefront of the industry. As an RIA that provides a broad array of financial services to high net worth individuals and corporate retirement plans, Aldrich Wealth manages nearly $2 billion in assets. Founded in 1998, Aldrich Wealth is part of the Aldrich Group of Companies, which includes Top 100 Accounting Firm Aldrich CPAs + Advisors, Aldrich Benefits, Aldrich Retirement Services and Aldrich Business Transitions.

The Aldrich Group is recognized as one of the Top 10 Best of the Best Accounting Firms by Inside Public Accounting, Best Places to Work, and Healthiest Employer. The Aldrich Group serves clients with deep industry expertise in construction, manufacturing, real estate, healthcare, nonprofit, telecommunications, utilities, professional services, food processing and agribusiness, as well as a variety of privately held companies and individual clients.

For more information regarding the selection criteria and other important details for the rankings, please see the disclosures below.

Financial Advisor Magazine Top Registered Investment Advisor – 2019 Survey Methodology:
To be eligible for the ranking, firms must be independent registered investment advisors and file their own ADV statement with the SEC and provide financial planning and related services to individual clients.  Firms must have at least $100 million in assets under management as of December 31, 2018 to be included in our print edition of Financial Advisor Magazine. Results were derived from year over year AUM comparison of figures provided by the RIA.

FT 300 disclosure language for advisor use:
The Financial Times 300 Top Registered Investment Advisers is an independent listing produced annually by the Financial Times (June 2019). The FT 300 is based on data gathered from RIA firms, regulatory disclosures, and the FT’s research. The listing reflected each practice’s performance in six primary areas: assets under management, asset growth, compliance record, years in existence, credentials and online accessibility. This award does not evaluate the quality of services provided to clients and is not indicative of the practice’s future performance. Neither the RIA firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 300.

Accounting Today Top Firms by AUM:
The Accounting Today “Wealth Magnets” Top Firms by AUM is an independent listing produced annually by Accounting Today and SourceMedia (June 2019). The list is based on data gathered from CPA wealth management and financial planning firms, broker-dealers, and Accounting Today research. The ranking is based on each firm’s reported or researched amount of assets under management as of the end of the previous calendar year or later, and does not evaluate the quality of services provided to clients; nor is it indicative of a firm’s future performance. Neither the firms nor their employees pay a fee to Accounting Today in exchange for inclusion in the Wealth Magnets ranking.