What Aldrich does

Aldrich is an integrated professional services firm operating through Aldrich Services LLP and affiliated entities, providing audit and assurance, tax planning and compliance, business valuation, M&A advisory, wealth management, and cybersecurity consulting to business owners and individuals across the Western United States. Founded in 1973 in Oregon and headquartered in Lake Oswego, the firm operates from eight offices spanning Oregon, Washington, Utah, Colorado, and California (Carlsbad, Denver, Orange County, Portland, Salem, Salt Lake City, San Diego, Spokane, plus Lake Oswego HQ) and serves clients nationally with particular density in the Pacific Northwest.

The firm delivers services through a coordinated multi-entity platform: Aldrich CPAs + Advisors LLP handles core audit, tax, and outsourced accounting; Aldrich Wealth LP provides fee-based registered investment advisory services with over $7B in assets under management, plus corporate retirement plan advisory; Aldrich Capital Advisors LP provides M&A, business valuation, quality of earnings, and transaction tax services; and Aldrich Solutions LLC delivers cybersecurity advisory, penetration testing, social engineering resilience, vCISO services, and business/technology consulting. Product offerings are quote-based professional services engagements structured as multi-year contracts, with cross-sell across the group's entities enabling the firm to monetize a client relationship across the business lifecycle from formation and growth through transaction and succession.

Commercially, Aldrich pursues a sales-led, relationship-based go-to-market organized around 15 industry verticals — including construction (500+ clients, $25M-$800M revenue range), agriculture and farming, architects and engineers, communications, dental, food and beverage, government, growth companies, healthcare, manufacturing and distribution, nonprofit, professional services, real estate, public utilities, and veterinary — supported by dedicated industry partner groups (many with CCIFP or other specialized credentials). Revenue mechanics combine non-recurring project fees (audit, tax, transaction advisory, cyber assessments) with recurring fee-based wealth advisory and corporate retirement plan revenue, distributed through direct advisory relationships at eight offices and supported by content marketing, industry events, professional referrals, and sponsorships such as the Portland Thorns and Portland Fire partnerships.

Name

Aldrich

Legal name

Aldrich Services LLP

Website

https://aldrichadvisors.com

Company type

Private

Founded year

1973

Operating status

Operating

Headcount range

251–500 employees

Short description

Aldrich is a private integrated professional services firm offering audit, tax, wealth management, M&A advisory, and cybersecurity consulting to business owners and individuals across the Western United States, operating from eight offices and serving 15+ industry verticals.

Ownership category

akta.pro rank

Headquarters

HQ city

Lake Oswego

HQ country

United States

HQ region

North America

Offices9 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Audit and Assurance Services: Provides audit, review, and compilation of financial statements; employee benefit plan audits; single audits under Uniform Guidance; and agreed-upon procedures.
2. Tax Preparation and Planning: Business and individual tax compliance, international tax, R&D tax credits, tax planning services.
3. Wealth Management: Fee-based registered investment advisory services including investment management, tax and estate advisory, financial planning, and fiduciary governance with over $7B in assets under management.
4. Business Consulting and Advisory: M&A advisory, business valuations, outsourced accounting, controller services, cybersecurity consulting, and business transaction support.
5. Corporate Retirement Plans: 401(k) advisory, fiduciary governance, and employee education services for corporate retirement plans.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels4 records

Core offering

Aldrich is an integrated professional services firm that delivers audit, tax, accounting, and business consulting services (through Aldrich CPAs + Advisors LLP), fee-based wealth management and investment advisory (through Aldrich Wealth LP, managing over $7B in assets), M&A and transaction advisory (through Aldrich Capital Advisors LP), and cybersecurity and technology consulting (through Aldrich Solutions LLC). The firm serves businesses, their owners, and individuals across more than 15 industry verticals including construction, healthcare, manufacturing, real estate, agriculture, nonprofit, and government, primarily in the Western United States.

Product overview

Aldrich is an integrated professional services firm offering a coordinated suite of financial, tax, accounting, wealth, and business consulting services through its group of companies. The core offering consists of Aldrich CPAs + Advisors (audit, tax, accounting, and business consulting), Aldrich Wealth LP (investment advisory and wealth management with $7B+ in assets under advisement), Aldrich Capital Advisors LP (M&A and transaction advisory services), and Aldrich Solutions LLC (cybersecurity and technology consulting). These entities operate as an integrated platform, allowing the firm to provide coordinated services spanning from traditional audit and tax compliance to wealth management, business succession planning, and cybersecurity advisory across 16 industries including construction, healthcare, manufacturing, real estate, and government.

Differentiator

Problem solved

Functional benefit

Brands

• Aldrich Wealth: Fee-based Registered Investment Advisory firm offering services for individuals and corporate retirement plans
• Aldrich Capital Advisors
• Aldrich Solutions

Products and services

• Aldrich CPAs + Advisors Core audit, tax preparation and planning, accounting assistance, and business consulting services for businesses and individuals; serves as the foundational practice of Aldrich Services LLP.
• Aldrich Wealth LP Fee-based Registered Investment Advisory firm offering investment management, tax and estate advisory, philanthropic consulting, risk management, financial planning, and fiduciary governance services for individuals and corporate retirement plans.
• Aldrich Solutions LLC Business and technology consulting services for private companies and their owners, including cybersecurity advisory, social engineering resilience, penetration testing, and vCISO services.
• Aldrich Capital Advisors LP Transaction advisory services including business valuation, quality of earnings, M&A advisory, succession planning, and post-transaction wealth management for business owners.
• Audit and Assurance Services Financial statement audits, reviews, and compilations; single audits under Uniform Guidance; employee benefit plan audits; agreed-upon procedures; fraud assessment; and financial due diligence services for businesses, nonprofits, and government entities.
• Outsourced Accounting Bookkeeping, payroll, controller services, fractional CFO support, budgeting, forecasting, and cash flow management delivered as ongoing outsourced accounting engagements for businesses.
• Tax Planning and Compliance Business and individual tax return preparation, R&D tax credit studies, international tax and transfer pricing services, and proactive tax planning for entities and their owners.
• M&A Advisory Sell-side and buy-side advisory, leveraged buyouts, strategic partnerships, stock redemptions, and divestitures provided to business owners pursuing transactions or ownership transitions.
• Business Valuations Business valuation services to support understanding of enterprise worth, ownership succession planning, and transaction readiness.
• Financial Due Diligence and Quality of Earnings Financial due diligence and quality of earnings analyses that ensure financial accuracy and readiness for buyer scrutiny during M&A transactions.
• Corporate Retirement Plans 401(k) advisory, fiduciary governance, and employee education services delivered to corporate retirement plan sponsors through Aldrich Wealth LP.
• Cybersecurity Advisory InfoSec program development, audit preparation, cybersecurity compliance, cyber and physical security risk assessments, and CMMC compliance consulting for private companies.
• Cybersecurity Engineering Application and network penetration testing, wireless penetration testing, vulnerability assessments, security architecture reviews, cloud configuration reviews, and GDPR/CCPA compliance assessments.
• Social Engineering Resilience Open-source intelligence engagements, spear phishing assessments and training, and onsite social engineering engagements designed to test and improve client resilience to human-targeted attacks.
• vCISO Services Provides dedicated virtual Chief Information Security Officer expertise and leadership to organizations needing senior security guidance on a fractional or outsourced basis.
• Wealth Management Financial planning, family office services, executive wealth management, and trusts, estates, and gift tax planning for individuals and business-owner families.

Quantifiable outcome

• Over $7B in assets under management for wealth clients
• +1 more outcomes

Named customers1 record

Segments15 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature2 records

Partnerships

One partnership is on record.

• RA Sports (Portland Thorns and Portland Fire)coreGTM or Marketing Partner · 1 January 2026Aldrich announced partnership with RA Sports as official sponsor of the Portland Thorns (women's soccer) and Portland Fire (women's basketball). This sponsorship provides brand visibility and community engagement in the Pacific Northwest.

Scale indicators7 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• Moss Adams LLP: Top-15 US accounting firm headquartered in Seattle, with deep Pacific Northwest presence and similar industry-specialized model serving construction, manufacturing, agribusiness, healthcare, and technology clients — the closest direct comparable to Aldrich by both geography and service mix.
• Plante Moran: Top-15 US accounting and advisory firm with integrated tax, audit, wealth management, and consulting services — directly comparable to Aldrich in multi-service platform structure and middle-market client focus.
• CliftonLarsonAllen (CLA): Top-10 US accounting firm with integrated advisory, wealth management, and outsourced accounting services, also serving construction, healthcare, manufacturing, and agribusiness — strong structural comp to Aldrich's integrated platform.
• Eide Bailly LLP: Top-25 US CPA and advisory firm serving closely held businesses with integrated tax, audit, wealth, and consulting — comparable size and middle-market orientation to Aldrich.
• Wipfli LLP: Top-20 US accounting and advisory firm with industry-specialized practices in construction, manufacturing, healthcare, and government contracting — closely comparable service breadth and vertical focus to Aldrich.
• FORVIS (formerly FORVIS Mazars): Top-10 US public accounting and advisory firm resulting from a major regional merger, serving mid-market clients with audit, tax, wealth, and consulting — comparable integrated offering and middle-market positioning to Aldrich.

Broad incumbents

• Baker Tilly US: Top-15 US advisory, tax, and assurance firm serving middle-market and large-cap clients with industry specialization — broader portfolio than Aldrich but overlapping service lines and client profiles.
• Crowe LLP: Top-10 US public accounting and consulting firm with audit, tax, advisory, and risk consulting — larger and broader than Aldrich but with significant overlap in middle-market advisory work.
• Grant Thornton Advisors LLC: Top-7 US accounting and advisory firm with broad industry coverage and integrated advisory services — significantly larger than Aldrich but competing for similar mid-market and growth-company mandates.

Regional players

• Baker Newman Noyes: Regional CPA and advisory firm headquartered in New England serving closely held and middle-market clients — comparable mid-tier positioning to Aldrich but in a different geographic market.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights7 records

Customer concentration

• Xx.com/aldrichadvisors

Revenue estimate

Valuation estimate

Number of profiles

Profiles17 records

Subsidiaries5 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A1 record

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Aldrich