CohnReznick Expands West Coast Footprint and Wealth Advisory through Aldrich Acquisition

For best results when printing this announcement, please click on link below: CohnReznick Expands West Coast Footprint and Wealth Advisory through Aldrich Acquisition CohnReznick, a leading professional services firm, today announced 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. Aldrich is one of the 10 largest firms headquartered on the West Coast, creating a significant expansion for CohnReznick’s geographic footprint.

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 significant growth opportunity for the combined organization. “This is a significant milestone in CohnReznick’s growth and an important investment in our future,” said David Kessler, CEO, CohnReznick Advisory LLC.

“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. ” “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,” said John Lauseng, CEO + Partner, Aldrich.

“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. ” “Our clients have always been at the center of how we make decisions, and that was an important consideration throughout this process,” said Heather Wonderly, CEO, Aldrich Wealth.

“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. ” This is the latest in a number of important expansion efforts that CohnReznick has made in the past year, recently opening offices in Houston, TX ( ); Minneapolis, MN ( ); San Francisco, CA ( ); Tampa and Tallahassee, FL ( ); and Richmond, VA ( ).

Investing for organic growth and selective M&A opportunities have been successful strategies for the firm, now accelerated by its partnership with Apax Funds About Aldrich The Aldrich group of companies is composed of Aldrich CPAs + Advisors LLP, one of the top 70 accounting firms in the US; Aldrich Wealth LP, a Registered Investment Advisory firm with over $8 billion in assets under advisement (as of Aug. 26, 2026); Aldrich Capital Advisors LP, which provides advisory services for business transactions; and Aldrich Solutions LLC, which delivers business and technology consulting services driven by industry understanding and strategic insights.

Based in Oregon since its founding in 1973, Aldrich now serves clients across the country from its eight offices throughout the Western US. About CohnReznick CohnReznick helps organizations optimize performance, manage risk, and maximize value through associated firms operating under the CohnReznick brand: CohnReznick LLP, a licensed CPA firm providing assurance services; and CohnReznick Advisory LLC (not a licensed firm) providing advisory and tax services. Together, CohnReznick provides leaders with deep industry knowledge and relationships, solutions to address clients’ unique business goals and risks, and insight on how emerging market forces can drive opportunity.

With offices nationwide, CohnReznick serves organizations around the world as an independent member of Nexia. com) 973-364-6693