# Aldrich CPAs + Advisors LLP Source: https://planprovider.pro/provider/aldrich-cpas-advisors-llp > 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, owne… Employee Benefit Plan Auditor Carlsbad, CA ## About Aldrich CPAs + Advisors LLP

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.

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 retirement plan providers and related support, Aldrich’s mix of attest and advisory teams can be useful when audit and tax work need to align.

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.

Carlsbad office: 1903 Wright Place, #180, Carlsbad, CA 92008. Phone: (760) 431-8440. Contact: Terry Griffin, CPA.

Website: [https://aldrichadvisors.com/](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 (2024) 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| | SALEM CLINIC, P.C. 401(K) CASH OR DEFERRED SAVINGS PLAN|SALEM CLINIC, P.C., OR|$119M|514| | CHILDREN'S PRIMARY CARE MEDICAL GROUP, INC. RETIREMENT SAVINGS PLAN|CHILDRENS PRIMARY CARE MEDICAL GROUP, INC., CA|$118M|162| | SHOESTRING VALLEY HOLDINGS RETIREMENT PLAN|SHOESTRING VALLEY HOLDINGS INC., OR|$101M|416| | CO-OP 401(K) PLAN|COOP SHARED SERVICES, LLC, ID|$99M|2,138| | CHUGACH ELECTRIC ASSOCIATION, INC. EMPLOYEES 401(K) PLAN|CHUGACH ELECTRIC ASSOCIATION, INC., AK|$99M|419| | SUPERIOR READY MIX CONCRETE, L.P. PROFIT SHARING/401(K) PLAN|SUPERIOR READY MIX CONCRETE LP, CA|$93M|642| | PACIFIC RIM MECHANICAL CONTRACTORS, INC. 401(K) PLAN|PACIFIC RIM MECHANICAL CONTRACTORS, INC., CA|$80M|794| | KITTELSON & ASSOCIATES, INC. 401(K) RETIREMENT PLAN|KITTELSON & ASSOCIATES, INC., FL|$72M|362| | APOLLO, INC. 401(K) PROFIT SHARING PLAN|APOLLO, INC., WA|$72M|558| | RICK ENGINEERING 401(K) RETIREMENT SAVINGS PLAN|RICK ENGINEERING COMPANY, CA|$63M|394| | BEND MEMORIAL CLINIC, P.C. 401(K) RETIREMENT PLAN|BEND MEMORIAL CLINIC, P.C., OR|$62M|183| | SAN JOAQUIN VALLEY COLLEGE, INC. 401(K) PROFIT SHARING PLAN|SAN JOAQUIN VALLEY COLLEGE, INC., CA|$60M|2,279| | OLGOONIK DEVELOPMENT, LLC 401(K) PLAN|OLGOONIK DEVELOPMENT, LLC, AK|$60M|477| | OCDC 401(K) PLAN|OREGON CHILD DEVELOPMENT COALITION, OR|$60M|1,069| | INTERFACE ENGINEERING INC. RETIREMENT PLAN|INTERFACE ENGINEERING INC, OR|$58M|250| Showing top 20 of 94 plans serviced in 2024. ## Other Employee Benefit Plan Auditors in CA - [Macias, Gini & O'Connell LLP](https://planprovider.pro/provider/macias-gini-and-oconnell-llp) - Sacramento, CA - [West, Rhode & Roberts](https://planprovider.pro/provider/west-rhode-and-roberts) - San Deigo, CA - [Yulishana, Inc.](https://planprovider.pro/provider/yulishana-inc) - San Jose, CA - [Schwartz Platz & Associates](https://planprovider.pro/provider/schwartz-platz-and-associates) - Sacramento, CA - [WuHoover & Co. LLP](https://planprovider.pro/provider/wuhoover-and-co-llp) - San Mateo, CA - [Weiss Accountancy LLP](https://planprovider.pro/provider/weiss-accountancy-llp) - Van Nuys, CA - [Sabocor & Co., LLP](https://planprovider.pro/provider/sabocor-and-co-llp) - Los Angeles, CA - [Frazer, LLP](https://planprovider.pro/provider/frazer-llp) - Anaheim, CA - [WDC & Associates, LLP](https://planprovider.pro/provider/wdc-and-associates-llp) - Los Angeles, CA - [Adelle Torres](https://planprovider.pro/provider/adelle-torres) - Trabuco Canyon, CA [View full interactive profile on PlanProvider.Pro](https://planprovider.pro/provider/aldrich-cpas-advisors-llp) © 2026 PlanProvider.Pro