TITLE ATLRDARNI CSHI T I O N ALDRICH | Awards
Accounting Today Top Firms by AUM (2024): The Accounting Today “Wealth Magnets” Top Firms by AUM is an independent listing produced annually by Accounting Today and SourceMedia. The list is based on data gathered from CPA wealth management and financial planning firms, broker - dealers, and Accounting Today research. The ranking is based on each firm’s reported or researched amount of assets under management as of the end of the previous calendar year or later, and does not evaluate the quality of services provided to clients; nor is it indicative of a firm’s future performance. Neither the firms no r their employees pay a fee to Accounting Today in exchange for inclusion in the Wealth Magnets ranking. Portland Business Journals Largest Money Management Firms in Oregon & SW Washington (2024): This ranking is compiled using information provided by firm representatives through detailed questionnaires assessing key data such as assets under management and overall firm growth. In cases where companies reported identical metrics, rankings were determined alphabetically.
ABOUT THIS REPORT
The Aldrich 2025 Private Company Report presents findings based on original survey data collected using telephonic double-blind interviews with 30 respondents in the Spokane area conducted by a third party. All respondents are owners or executives of private companies with annual revenues between $5-150 million in the Spokane/Coeur d’Alene area. The survey was conducted in the fourth quarter of 2024, to provide insights into the outlook, priorities, challenges, and opportunities for private companies and their leaders in 2025. The survey data reflects the perspectives of decision-makers with substantial influence within their organizations, ensuring the insights are directly relevant to stakeholders in similar business environments. The research was conducted in adherence strict research standards throughout the data collection and analysis process to ensure that findings are accurate, reliable, and meaningful. All responses were collected and analyzed in a manner that safeguards respondent privacy. The report is based on aggregated, anonymized data to uphold confidentiality while delivering actionable insights. Due to rounding, not all percentage totals found in the report equal 100%. Comparison calculations are made from total numbers (not rounded numbers). Some quotes have been lightly edited for clarity. Tax insights and advice included in this document may not describe all relevant facts or analysis of all relevant tax issues or authorities. This document is solely for the intended recipient’s benefit and may not be relied upon by any other person or entity.
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