Douglas R. Aldridge Jr., CFP® is the President of the Aldridge Private Wealth Management Group. In his role as team leader, Doug is responsible for key client relationships with a special focus on affluent families, foundations, and institutions. As a certified PIM Portfolio Manager and CERTIFIED FINANCIAL PLANNER™ professional, he provides a broad array of wealth management and financial strategies. The industry has taken notice - Doug has been recognized by Forbes as one of the Forbes Best-in-State Wealth Advisors in from 2018 to 2023.
When Doug was a Managing Director of Investments with Wells Fargo Advisors, he and his team of 14 years sensed there was a better way. They came together with Doug to pioneer Aldridge Private Wealth Management Group to provide a standard in service for their clients that is second-to-none. Doug himself has over 20 years’ experience in financial services, working at a variety of places like Morgan Stanley, the floor of the NYSE, and a boutique Estate Planning firm located overseas. He graduated with Honors from Washington & Lee University with degrees in Spanish & Economics, as well as an MBA from Emory.
Having been born and raised in Atlanta, Doug and his wife Grace are thrilled to be raising their six amazing children on their farm, the Wild Fern Ranch in Chattahoochee Hills, GA. When you see Doug, ask how the numerous animals and over 1,000 organic blueberry bushes are doing! Doug & Grace stay busy keeping up with their kids, involved at their schools, sports, barrel races and ballet/dance recitals. They are members of Southside Church in Newnan and Chatt Hills, where Doug has started & led multiple small ministry groups.
Hands down, Doug and his wife are most passionate about children. Whether it’s through foster care, adoption, or education, they’ve served the Safe Families division of Bethany Christian Services and Families First over the years. Doug is on the boards of Families First (Georgia’s leading non-profit family service agency), and Wild Fern Ranch (formerly Serenbe Stables), a like-minded non-profit in Chattahoochee Hills, GA that utilizes Equine Assisted Learning to help special needs and underprivileged children. To better serve children from all backgrounds, Doug is fluent in Spanish.
In 2022, Doug was honored to be appointed by the Governor to serve on the Board of Regents for the University System of Georgia. In this role, Doug is excited to further invest in the youth of the State of Georgia through the higher education system. In 2024 he once again tapped by the Governor, this time to serve on the Board of the Department of Human Services for the state of Georgia.
Named as one of the 2017-2018 Forbes Top Next-Gen Wealth Advisors:
• Awarded July 2018; Data compiled by SHOOK Research LLC based on the time-period from 3/31/17 - 3/31/18 (Source: Forbes.com)
• Awarded July 2017; Data compiled by SHOOK Research LLC based on the time-period from 3/31/16 - 3/31/17 (Source: Forbes.com)
The Forbes Top Next-Gen Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue, and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
Douglas has 20 years of experience in the financial services industry. He holds a B.A. from Washington & Lee University and an MBA from Emory’s Goizeuta Business School.
“It's an honor to be named among America's top advisors, as determined by Forbes,” said Aldridge. “Each day, I show up with one goal in mind—helping my clients to succeed financially. It is quite an honor to be recognized for doing what I love to do.” - Douglas R. Aldridge, Jr.
Named as one of the 2018-2024 Forbes Best-In-State Wealth Advisors:
• 2024 Forbes Best-In-State Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research LLC based on the time-period from 6/30/22 - 6/30/23 (Source: Forbes.com)
• 2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time-period from 6/30/20 - 6/30/21 (Source: Forbes.com)
• 2021 Forbes Best-In-State Wealth Advisors: Awarded February 2021; Data compiled by SHOOK Research LLC based on the time-period from 6/30/19 - 6/30/20 (Source: Forbes.com)
• 2020 Forbes Best-In-State Wealth Advisors: Awarded January 2020; Data compiled by SHOOK Research LLC based on the time-period from 6/30/18 - 6/30/19 (Source: Forbes.com)
• 2019 Forbes Best-In-State Wealth Advisors: Awarded February 2019; Data compiled by SHOOK Research LLC based on the time-period from 6/30/17 - 6/30/18 (Source: Forbes.com)
• 2018 Forbes Best-In-State Wealth Advisors: Awarded February 2018; Data compiled by SHOOK Research LLC based on the time-period from 6/30/16 - 6/30/17 (Source: Forbes.com)
The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue, and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
This accolade represents a list of professionals that come to work with one goal on their mind – helping their clients succeed.
Doug has 20 years of experience in the financial services industry. He holds a B.A. in Spanish and Economics from Washington & Lee University, and a M.B.A. in Finance from Emory University’s Goizueta Business School, where he earned the distinction of Beta Gamma Sigma. He is also a certified PIM Portfolio Manager and earned his CERTIFIED FINANCIAL PLANNER® designation in 2007.
“It’s an honor to be recognized by Forbes as one of the Best-in-State Wealth Advisors,” said Aldridge. “As investment planning has become more complex, my top priority is to work with my clients to develop strategies to help give them confidence around all facets of their financial lives and achieve their short- and long-term investment goals.” - Douglas R. Aldridge, Jr.
Named as one of the 2023-2024 Forbes Best-in-State Wealth Management Teams Named Aldridge Private Wealth Management Group of Hunter Wealth Management
• 2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time-period from 3/31/22 - 3/31/23 (Source: Forbes.com)
• 2023 Forbes Best-in-State Wealth Management Teams: Awarded January 2023; Data compiled by SHOOK Research LLC based on the time-period from 3/31/21 - 3/31/22 (Source: Forbes.com)
The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue, and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
"Our team is both humbled and proud to have achieved this award. For us, it has always been about working together as a team to deliver an exceptional client experience." - Douglas R. Aldridge, Jr.