Aldrich CPAs + Advisors

Insights, Not Uncertainty

Accounting firm in Lake Oswego, OR (show on map)

3.7

★★★★☆

6 reviews

A top-70 US accounting firm offering tax, audit, wealth, and business advisory services to private companies and individuals across the Western US.

Call (503) 620-4489

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About

Based in Oregon since 1973, Aldrich Advisors serves clients across the country from eight offices in the Western US. The firm is recognized among the top 70 accounting firms in the US, with Aldrich Wealth LP managing over $7B in assets under management as a registered investment advisory firm.

Aldrich Capital Advisors LP provides advisory services for business transactions. The firm pairs deep industry experience with a full suite of integrated services to bring clarity to every phase of a client's personal and professional lifecycles.

Over 50 years of experience based in Oregon since 1973

One of the top 70 accounting firms in the US

Aldrich Wealth LP manages over $7B in assets under management

Eight offices across the Western US

Integrated suite of financial, tax, accounting, wealth, corporate retirement, and business transition services

Deep industry experience across diverse sectors

Services

Audit + Assurance

Audit and assurance services for businesses.

Business Tax

Tax services for business clients.

Tax Planning

Strategic tax planning services.

Estate Planning

Estate planning services for individuals.

Financial Planning

Personal financial planning services.

Registered Investment Advisory

Registered investment advisory services through Aldrich Wealth LP.

Credentials & Certifications

CPA (Certified Public Accountant)

Registered Investment Advisory

Reviews

Rating

3.7

★★★★☆

Reviews

Frequently Asked Questions

What industries does Aldrich Advisors serve? +

Aldrich serves Agriculture + Farming, Architects + Engineers, Communications, Construction, Dental, Food + Beverage, Government, Growth Companies, Healthcare, Manufacturing + Distribution, Nonprofit, Professional Services, Real Estate, Public Utilities, Veterinary, and other industries.

Where are Aldrich Advisors' offices located? +

Aldrich has eight offices in the Western US: Carlsbad, Denver, Orange County, Portland, Salem, Salt Lake City, San Diego, and Spokane.

How long has Aldrich Advisors been in business? +

Aldrich has been based in Oregon since its founding in 1973, serving clients for more than fifty years.

What is Aldrich Wealth LP? +

Aldrich Wealth LP is a registered investment advisory firm with over $7B in assets under management.

What is Aldrich Capital Advisors LP? +

Aldrich Capital Advisors LP provides advisory services for business transactions.

Is Aldrich recognized among top accounting firms? +

Yes, Aldrich CPAs + Advisors LLP is recognized as one of the top 70 accounting firms in the US and is ranked among the largest accounting firms in Oregon and Spokane.

Does Aldrich offer services for individuals? +

Yes, Aldrich offers estate planning, financial planning, insurance consulting, registered investment advisory, and wealth tax services for individuals.

How can I contact Aldrich Advisors? +

You can contact Aldrich through the website form, by phone at (877) 620-4489, or by mail at 5665 Meadows Road, #200, Lake Oswego, OR 97035.