About Aldrich CPAs + Advisors LLP
<p>Audit and assurance work is a core part of Aldrich CPAs + Advisors LLP, an accounting and advisory firm founded in 1973. The firm works with businesses, owners, and employees and has offices across the Western U.S., including Carlsbad in the San Diego metro area.</p> <p>Aldrich offers Audit + Assurance along with M&A Advisors, Private Wealth Tax, and Wealth Management. The firm serves a range of industries and lists Agriculture + Farming among its focus areas. For plan sponsors looking for experienced <a href="/retirement-plans">retirement plan providers</a> and related support, Aldrich’s mix of attest and advisory teams can be useful when audit and tax work need to align.</p> <p>Aldrich Wealth LP is a Registered Investment Advisory firm with over $6.5 billion in assets under advisement. A practical differentiator is the ability to keep audit, tax, and wealth management services under one umbrella while still working through local offices.</p> <p>Carlsbad office: 1903 Wright Place, #180, Carlsbad, CA 92008. Phone: (760) 431-8440. Contact: Terry Griffin, CPA.</p> <ul> <li>Founded in 1973</li> <li>Eight offices across the Western U.S., including Carlsbad (San Diego area)</li> <li>Audit + Assurance services (including work relevant to <a href="/auditors/401k">401(k) auditors</a>)</li> <li>M&A Advisors, Private Wealth Tax, and Wealth Management</li> <li>Registered Investment Advisory firm (Aldrich Wealth LP) with $6.5B+ in assets under advisement</li> </ul>
Website: https://aldrichadvisors.com/
Founded: 1973
Office Locations
- Carlsbad, CA
Accreditations & Certifications
- AICPA Member
- AICPA EBPAQC
Audit Statistics (2024)
- Total Plans Audited: 96
- Total AUM Audited: $4.2B
- 401(k): 96 plans, $4.2B AUM
Plans Serviced (2025)
Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).
| Plan | Sponsor | Assets | Participants |
|---|---|---|---|
| ASANTE 403B PLAN | ASANTE, OR | $759M | 5,815 |
| FOSTER GARVEY 401(K) PLAN | FOSTER GARVEY P.C., WA | $255M | 284 |
| BOB'S RED MILL NATURAL FOODS, INC. EMPLOYEE STOCK OWNERSHIP PLAN | BOB'S RED MILL NATURAL FOODS, INC., OR | $237M | 494 |
| CONSOR ENGINEERS 401(K) PLAN | CONSOR ENGINEERS, LLC, FL | $223M | 1,712 |
| UKPEAGVIK INUPIAT CORPORATION EMPLOYEES' RETIREMENT PLAN | UKPEAGVIK INUPIAT CORPORATION, AK | $212M | 3,415 |
| 401(k) Retirement Plan | Healthcare Sponsor, OR | $159M | 373 |
| 401(k) Retirement Plan | Manufacturing Sponsor, OR | $119M | 514 |
| 401(k) Retirement Plan | Professional Services Sponsor, CA | $118M | 162 |
| 401(k) Retirement Plan | Technology Sponsor, OR | $107M | 1,051 |
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