The National Association of Plan Advisors (NAPA) named Aldrich Wealth LP on their first-ever Top DC Advisor Firm List. This list focuses on leading individual advisor firms ranked by defined contribution assets under advisement.
“Since their inception, NAPA’s various industry lists have been a valuable Who’s Who of who matters in the world of retirement plans and retirement plan advisors,” noted Nevin Adams, Chief Content Officer of the American Retirement Association and Editor-in-Chief of NAPA-Net. “As the nation’s leading voice for retirement plan advisors, we are pleased to highlight the contributions these firms are making in helping building a more financially secure retirement for millions of Americans.”
NAPA also named Aldrich Wealth’s Heather Wonderly and Neil Plein on their 2017 list of Top Retirement Plan Advisors Under 40.