Aldrich

Professional ServicesOregon, United States201-500 Employees

Aldrich is a professional services firm that supports businesses, their owners, and employees in pursuing financial goals. It offers a coordinated mix of services spanning financial planning, tax and accounting, wealth management, corporate retirement, and business transition planning to help clients make informed decisions across personal and professional life cycles. Founded in 1973 and based in Lake Oswego, Oregon, the firm serves clients across the United States from eight offices in the Western United States. The Aldrich platform brings together several specialist groups, including an accounting and advisory practice; a registered investment advisory wealth firm; a capital advisory unit; and a business and technology consulting unit. In early 2026, Aldrich Solutions expanded its consulting capabilities by acquiring Summit Security Group.

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