Firm profile

AARON WEALTH ADVISORS

CHICAGO, ILCRD 298079Latest ADV February 20, 2026

Aaron Wealth Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in Chicago, IL. Its latest Form ADV filing, dated February 20, 2026, reports $4.3B in regulatory assets under management, 16 employees, 2 offices, and 1,672 accounts.

Assets Under Management
$4.3B
Employees
16
Offices
2 offices
Total Clients
176
Primary office
CHICAGO, IL
515 N. STATE ST., SUITE 1770, CHICAGO, IL, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

3 roles identified
CEOGary E. Hirschberg
CCOKonstantine W. Andrakakos
CIOKonstantine W. Andrakakos

Advisory services offered

4 types reported
Other advisory services
Portfolio management for businesses
Portfolio management for individuals and small businesses

Fee models offered

2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentHNWI represent 65.3% of total clients.
Top client categories% of clientsClients
1
HNWI
65.3%
115
2
Charitable
25.0%
44
3
Individuals
6.8%
12
4
Corporations
1.7%
3
5
Pension Plans
0.6%
1
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Insurance companies<5 clients
Pension and profit sharing plans<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$4.3Bas of February 20, 2026
Discretionary93.9%
$4.0B
94% of total RAUM93.9%
Non-discretionary6.1%
$263M
6% of total RAUM6.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$4.3B
Total Accounts1,672
10Y AUM Change+$4.3B

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees16
Clients per Employee11:1
10Y Employee Change+11 (+220.0%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.