Aldrich Wealth
advisor24 known aliases resolved via the canonical alias map
Market position · 2024
Plans served23Rank #763 of mapped providers
Assets under administration$29.4B0.0%Market share · rank #484
Fees received$2MMedian $51,350/planSum across Schedule C direct + indirect
Net wins YoY+01 won · 1 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical Aldrich Wealth plan look like?
Service mix · median fees per plan
Count of plans where Aldrich Wealth ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment advisory (plan); Direct payment from the planCode 27 | 15 | $50,566 | |
Investment advisory (participants); Investment management fees paid directly by plan; Investment advisory (plan); Direct payment from the plan; Participant communication; Investment managementCode 26 | 5 | $92,635 | |
Contract AdministratorCode 13 | 1 | $18,631 | |
Investment advisory (participants); Consulting (pension); Investment advisory (plan); Investment managementCode 17 | 1 | $41,000 | |
Insurance services; Investment advisory (participants)Code 23 | 1 | $76,946 |
Competitor overlap
Percent of Aldrich Wealth's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under Aldrich Wealth.
| Sponsor | From | Assets |
|---|---|---|
WMBE PAYROLLING INCCA · 800424690-001 | Empower | $26M |
Plans lost in 2024
Appeared last year under Aldrich Wealth; not this year.
| Sponsor | To | Assets |
|---|---|---|
ALTA PLANNING + DESIGN, INC.OR · 680465555-001 | Empower | $18M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
UNITED AIRLINES, INC.IL · 742099724-202 | $16.8B | 20,168 | $723,860 | 10y | 1 |
SOUTHWEST AIRLINES COMPANYTX · 741563240-003 | $11.6B | 13,086 | $194,716 | 6y | 1 |
OREGON ANESTHESIOLOGY GROUP, P.C.OR · 931013923-001 | $386M | 356 | $74,999 | 7y | - |
EYE HEALTH NORTHWEST, P.C.OR · 931014730-002 | $93M | 709 | $61,401 | 2y | - |
CONSUMER CELLULAR INCAZ · 931178435-001 | $56M | 2,907 | $50,566 | 3y | - |
SALEM RADIOLOGY CONSULTANTS, P.COR · 930619379-001 | $54M | 138 | $41,000 | 3y | 1 |
E.J.HARRISON & SONS, INC.CA · 952492197-002 | $46M | 293 | $18,631 | 4y | - |
OTAK INC.OR · 930788869-001 | $45M | 502 | $81,646 | 8y | - |
VECA ELECTRIC & TECHNOLOGIES, LLCWA · 911453638-001 | $38M | 415 | $70,095 | 4y | - |
SEIU LOCAL 503, OREGON PUBLIC EMPLOYEES UNIONOR · 930323147-002 | $33M | 268 | $92,635 | 8y | - |
Flag exposure
87.0%Market: 89.1%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (24)
Raw Schedule C names collapsed into Aldrich Wealth.
- ACS XEROX CORP
- ACT FULFILLMENT INC
- ACT LLP DBA WALKER BENEFITS LLC
- ACT WEALTH MANAGEMENT LLC
- ACTARIAL BENEFITS CORP
- ACTION LETTER
- ACTION LETTER, INC.
- ACTION MAIL POSTAGE
- ACTION MANUFACTURING COM
- ACTION POINT FINANCIAL PLANNING LLC
- ALDRICH WEALTH
- ALDRICH WEALTH ADVISOR
- ALDRICH WEALTH ADVISORS
- ALDRICH WEALTH ADVISORS LP
- ALDRICH WEALTH ADVISORS, LLC
- ALDRICH WEALTH ADVISORS.
- ALDRICH WEALTH LIMITED
- ALDRICH WEALTH LIMITED PARTNERSHIP
- ALDRICH WEALTH LIMITED PRTNERSHIP
- ALDRICH WEALTH LP
- ALDRICH WEALTH LTD PARTNERSHIP
- ALDRICH WEALTH, LIMITED PARTNERSHIP
- ALDRICH WEALTH, LP
- ALDRICH WEATLH LP
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /plans size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for Aldrich Wealth's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 1 | 4.35% | 7.76% | -3.41 pp |
| Fidelity bond gap | 1 | 4.35% | 26.94% | -22.59 pp |
| Late contributions | 7 | 30.43% | 1.71% | +28.72 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 6 | 26.09% | 1.76% | +24.33 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with Aldrich Wealth. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent
Frequent partners by role
Who else shows up on Aldrich Wealth's plans most often. Switch tabs by counterparty role - high-overlap names are either referral channels (advisors, auditors) or competitive blocks (other recordkeepers).
| Partner | Shared plans | % of book |
|---|---|---|
| Bultynck & Co., P.L.L.C. | 2 | 8.7% |
| Meihaus CPA, PC | 1 | 4.3% |
| MOSS ADAMS LLP | 1 | 4.3% |
| Platform CPAs LLP | 1 | 4.3% |
| REDW LLC | 1 | 4.3% |
| Weaver & Tidwell LLP | 1 | 4.3% |
| Wrubel, Wesley & Company CPAs | 1 | 4.3% |
Geographic penetration index
(Provider plans in state / state plans) divided by the provider's overall share of the market. Index 1.00 = average; > 1 = over-indexed (winning more than their fair share); < 1 = under-indexed (white space).