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About Us

Why Aldrich?

Our vision is to be a long lasting business with an entrepreneurial spirit that drives our desire to be leaders in the markets we serve. Helping clients achieve their goals is our mission.

We exist to improve the lives of our people, our clients and our communities.

We Are Aldrich

In 2016, we changed our name from AKT to Aldrich. Learn more about our name change and rebrand here.

Read more here.
People

Our people make the difference. Meet the professional advisors who guide our clients to achieve their goals.

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Community Involvement

Giving back to the communities in which we work and live is part of our culture.

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Group of Companies

We help clients solve problems, recognize opportunities, streamline processes and utilize their resources.

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Aldrich News
Press Release

Aldrich Wealth Recognized by Four National Wealth Management Rankings

Aldrich Wealth LP is pleased to be recognized by multiple publications in their annual rankings...

Press Release

Aldrich Wealth Recognized as 24th on 2019 Top 150 Firms

Press Release

Aldrich Group of Companies Opens New Office in Irvine, CA

Press Release

Aldrich Wealth LP Recognized as 2017 Top 150 Firms by AUM

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Awards we're honored by: