Aldrich Advisors

  • Financial Services
  • West Linn OR
  • 407 employees
  • Financial Services
Get Full Info

Company Overview

Headquarters
5665 SW Meadows Road Suite 200, West Linn OR
Website
aldrichadvisors.com
Phone
(503) 620-4489
Employees
407
Founded in
1973
Industry
Financial Services
NAICS Code
NAICS Code 541211 Companies
NAICS Code 52 Companies
NAICS Code 54121 Companies
NAICS Code 5231 Companies
NAICS Code 54 Companies
NAICS Code 523 Companies
NAICS Code 541 Companies
NAICS Code 5412 Companies
SIC Code
SIC Code 872 Companies
SIC Code 87 Companies
More Details

Financials & Stats

Revenue

$52B

Total Funding Amount

$2M

More Financials

Who is Aldrich Advisors

Aldrich Advisors is a professional services firm based in West Linn, Oregon. The company employs 407 people and generates $52.1 million in annual revenue. Aldrich Advisors is part of The Aldrich Group of Companies, which includes Aldrich CPAs + Advisors LLP, Aldrich Wealth LP, and Aldrich Capital Advisors LP. The Aldrich Group of Companies provides a wide range of financial, wealth, tax, benefits, and business transition strategies to businesses and individuals. Their services include tax, advisory, and consulting services. They specialize in serving clients in various industries, including construction, manufacturing, healthcare, nonprofit, telecommunications, utilities, professional services, food processing, agribusiness, real estate, and privately held companies. The Aldrich Group distinguishes itself through its deep industry expertise, allowing them to tailor solutions to the specific needs of each client. For more information, visit aldrichadvisors.com.

Company Leadership

Elsa Romero

Partner

Phone Email
Diana DeWitt

Partner

Phone Email
Charles Critchlow

Partner

Phone Email
Dave Buck

Partner

Phone Email
Joe Schneid

Partner

Phone Email

Aldrich Advisors Industry Tags

strategic consulting
tax planning
audit services
accounting & bookkeeping
business valuation
employee benefit consulting
international tax
retirement plan design
financial due diligence
retirement plan audits
succession plans
business transition planning
View All Industry Tags

Aldrich Advisors Tech Stack

JavaScript
HTML
PHP
View All Tech Stack

Companies Similar to Aldrich Advisors

Analyze industry trends and opportunities by examining competitors and companies comparable to Aldrich Advisors, including their performance metrics, financials, growth dynamics, and competitive benchmarks.

Company Name Revenue Number of Employees Location Founded in
52M 18 Woodland Hills, CA 2011
52M 190 130, KS 2013
52M 129 Pittsburgh, PA 1966
52M 246 Denver, CO 2007
52M 148 Lansing, MI 1993
View More Companies

FAQ

What is the location of Aldrich Advisors's headquarters?
The headquarters of Aldrich Advisors are situated at 5665 SW Meadows Road Suite 200, West Linn OR
What is Aldrich Advisors's phone number?
Aldrich Advisors's contact number is (503) 620-4489.
What is Aldrich Advisors's official website?
The official website of Aldrich Advisors can be found at aldrichadvisors.com.
What is Aldrich Advisors's current revenue?
As of May 2018, Aldrich Advisors's annual revenue reached $52B.
How many employees does Aldrich Advisors currently have?
Aldrich Advisors employs approximately 407+ people as of May 2018
Which industries is Aldrich Advisors primarily operating in?
Aldrich Advisors operates in the following industries: Finance, Credit
Who is the Partner of Aldrich Advisors?
Aldrich Advisors's Partner is Elsa Romero
What are Aldrich Advisors's industry tags?
Aldrich Advisors's industry tags include: strategic consulting, tax planning, audit services
What is Aldrich Advisors's total funding to date?
Aldrich Advisors has secured $2M as of May 2018
When was Aldrich Advisors founded?
Aldrich Advisors was founded in 1973.

Employee Directory

Key Employees

Jonathan McGuire

Partner

Phone Email

Alyssa Horning

Project Manager

Phone Email

Thomas Elliot

Client Service Manager

Phone Email

Lucas Zettle

Chief Financial Officer

Phone Email

Peter DeFrancesca

Estate and Trust Planner

Phone Email

Ryan Congdon

Technology Manager, Wealth

Phone Email

Sarah Reed

Communications Manager

Phone Email

Kristen O'Sullivan

HR Business Advisor

Phone Email