Awards & Recognition
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.