CohnReznick, a professional services firm, completed a strategic acquisition of the Aldrich group of companies, comprised of Aldrich CPAs + Advisors ($100M+ revenues) and Aldrich Wealth ($8B assets under advisement). The transaction is expected to close in mid-December 2026.
In addition to 500+ professionals and 48 partners, Aldrich brings offices in Spokane, Washington; Portland (Lake Oswego) and Salem, Oregon; Carlsbad, Mission Valley, and Orange County, California; Salt Lake City, Utah; and expanded presence in San Diego and Denver. The team also strengthens CohnReznick’s industry capabilities across private client services, construction, telecom, M&D (agribusiness), and more to create growth opportunity for the combined organization.
“This is a significant milestone in CohnReznick’s growth and an important investment in our future,” David Kessler, CEO of CohnReznick Advisory, said. “Aldrich brings exceptional talent, strong market leadership, and highly complementary capabilities, including a wealth management platform that creates an important new avenue for growth and expands the solutions we can bring to clients. I’m very excited about this expansion on the West Coast, strengthening our ability to serve clients in some of the most dynamic markets and industries in the country, and creating even greater opportunities for our people.”
John Lauseng, CEO and partner of Aldrich, added, “For more than 50 years, the decisions we have made at Aldrich have been guided by what is best for our people, our clients, and our communities. Joining CohnReznick gives our people greater opportunities to grow, expands the capabilities and resources we can bring to our clients, and allows us to build on the relationships, culture, and commitment to our communities that have defined Aldrich. We are excited about what we can accomplish together, particularly as Aldrich becomes the cornerstone of CohnReznick’s new west region.”
Heather Wonderly, CEO of Aldrich Wealth, said, “Our clients have always been at the center of how we make decisions, and that was an important consideration throughout this process. Joining CohnReznick gives us the opportunity to build on the highly personal, fiduciary approach our clients value while expanding the resources and capabilities we can bring to individuals, families, business owners, and retirement plan sponsors. Aldrich Wealth becoming the platform for CohnReznick’s wealth management business creates an exciting opportunity to build on what our team has created and expand the impact we can make for our clients and our people.”
