Aaron Wealth Advisors logo

Aaron Wealth Advisors

Updated today

Client AUM

$3,278,804,064

Clients

127

Advisors

10

across 2 offices

About

Aaron Wealth Advisors serves high-net-worth and institutional-type clients — including business owners, entrepreneurs, multi-generational families, family offices and other sophisticated individuals — and provides discretionary and non-discretionary portfolio management as well as standalone financial consulting engagements. The firm operates as an investment adviser that tailors portfolio advice to client objectives and may advise on a wide range of investments, including mutual funds, ETFs, structured products, real estate and limited partnerships.

The firm emphasizes discretionary portfolio management and uses an outsourced platform relationship (Dynasty and its TAMP) to access third-party managers, trading infrastructure, and administration while retaining the client advisory relationship. Aaron Wealth also offers option overlay strategies (Collateral Yield Enhancement, Put Writing and Call Writing) and discloses that notional exposure from option writing is included in its regulatory assets under management.

Distinctive features include an affiliated insurance advisory entity that works with insurance brokers and agents on client insurance needs and a client mix that can include insurance-related relationships, an arrangement that is less common among multi-team peers. The firm manages several billion in client assets with a relatively small advisor team and positions financial planning primarily as negotiated, standalone consulting engagements rather than as broad-based ongoing planning services.

Client services

Portfolio management Selection of other advisers Financial consulting

Expertise

Options & derivatives strategies Private / alternative investments Concentrated stock management Real estate investing General tax planning

Occupation focus

Founder/Business Owner Executive

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Fee options

Fixed

Financial consulting services generally charged as a fixed fee; minimum $50,000, negotiated case-by-case

Percentage

$0 - No specific tiers disclosed: Annual fee will not exceed 1.25%, negotiable based on asset size and complexity

Other

Account minimum: $10,000,000 Minimum fee: $50,000 minimum annual fee to open and maintain an advisory account; may be waived at firm's discretion

Main office

See office

515 N. State St., Suite 1770

Chicago IL 60654

Advisors at this office

9

Most active in

Arizona · California · Colorado · Florida · Illinois · Indiana · New York · Texas

Also doing business as

Aaron Wealth Advisors · Aaron Wealth Advisors LLC · Plymouth Rock · Plymouth Rock Asset Management LLC

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Alexander F

Series 66

Chicago, IL

Aaron Wealth Advisors

Alexander Fedynsky is a financial advisor at Aaron Wealth Advisors with 21 years of industry experience. He holds a Series 66 designation and previously worked at Goldman Sachs Co. LLC and Goldman Sachs AYCO Personal Financial Management. He serves as a board member of the Ukrainian Museum-Archive Inc., a cultural institution. Aaron Wealth Advisors serves high-net-worth and institutional clients, including business owners and multi-generational families, providing discretionary and non-discretionary portfolio management along with standalone financial consulting. The firm emphasizes outsourced portfolio management platforms and offers option overlay strategies while maintaining client advisory relationships.

Options & derivatives strategies Private / alternative investments Concentrated stock management Real estate investing General tax planning Founder/Business Owner Executive
user avatar

Tomasz G

CFA®, Series 63, Series 66

Chicago, IL

Aaron Wealth Advisors

Tomasz Gogola is a CFA® charterholder with 10 years of industry experience. He currently serves as a financial advisor at Aaron Wealth Advisors and has previously worked at Mainstreet Investment Advisors, Equitable Advisors, Wells, Roselieb & Raia Management, Axa Advisors, and LBMZ Securities. Aaron Wealth Advisors serves high-net-worth individuals, business owners, and institutional clients, offering discretionary and non-discretionary portfolio management along with standalone financial consulting. The firm employs an outsourced platform to access third-party managers and provides option overlay strategies, while also maintaining an affiliated insurance advisory entity that collaborates with insurance brokers and agents.

Options & derivatives strategies Private / alternative investments Concentrated stock management Real estate investing General tax planning Founder/Business Owner Executive
user avatar

Matthew M

CFP®, Series 66

Chicago, IL

Aaron Wealth Advisors

Matthew Mcbroom is a CFP® professional at Aaron Wealth Advisors with 12 years of industry experience. His prior roles include positions at SBC Wealth Management and UBS Financial Services. He is also the managing member of LJM, LLC, an inactive real estate holding company. Aaron Wealth Advisors serves high-net-worth and institutional clients such as business owners, entrepreneurs, multi-generational families, and family offices. The firm offers discretionary and non-discretionary portfolio management and standalone financial consulting, utilizing an outsourced platform to access third-party managers while maintaining client advisory relationships.

Options & derivatives strategies Private / alternative investments Concentrated stock management Real estate investing General tax planning Founder/Business Owner Executive
user avatar

Vincent B

Series 66

Chicago, IL

Aaron Wealth Advisors

Vincent Barone is a financial advisor at Aaron Wealth Advisors with nine years of industry experience. He holds the Series 66 designation and has worked at Aaron Wealth Advisors since 2019, following three years at Wells Fargo Clearing. Aaron Wealth Advisors serves high-net-worth and institutional clients, including business owners, entrepreneurs, and multi-generational families. The firm provides discretionary and non-discretionary portfolio management, using an outsourced platform to access third-party managers while maintaining client advisory relationships, and offers option overlay strategies alongside standalone financial consulting engagements.

Options & derivatives strategies Private / alternative investments Concentrated stock management Real estate investing General tax planning Founder/Business Owner Executive
user avatar

Adrianna S

Series 63, Series 65

Chicago, IL

Aaron Wealth Advisors

Adrianna Stasiuk is a financial advisor at Aaron Wealth Advisors with 14 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at JPMorgan Chase Bank NA and JPMorgan Securities LLC for eight years. Aaron Wealth Advisors serves high-net-worth and institutional clients, including business owners, multi-generational families, and family offices. The firm provides discretionary and non-discretionary portfolio management and standalone financial consulting, utilizing an outsourced platform to access third-party managers and offering option overlay strategies alongside an affiliated insurance advisory entity.

Options & derivatives strategies Private / alternative investments Concentrated stock management Real estate investing General tax planning Founder/Business Owner Executive
user avatar

Konstantine A

CFA®, Series 66

Chicago, IL

Aaron Wealth Advisors

Konstantine Andrakakos is a CFA® charterholder with 14 years of industry experience. He has worked at Aaron Wealth Advisors since 2018 and previously held roles at Northern Trust Securities, Northern Trust Bank, and Deutsche Bank. Aaron Wealth Advisors serves high-net-worth and institutional clients, including business owners, entrepreneurs, and multi-generational families, providing discretionary and non-discretionary portfolio management as well as standalone financial consulting. The firm uses an outsourced platform to access third-party managers and offers option overlay strategies, maintaining a relatively small advisor team while managing several billion in client assets.

Options & derivatives strategies Private / alternative investments Concentrated stock management Real estate investing General tax planning Founder/Business Owner Executive
user avatar

Nicholas G

Series 65

Chicago, IL

Aaron Wealth Advisors

Nicholas Grossi is a financial advisor with Aaron Wealth Advisors in Chicago, holding a Series 65 credential and beginning his industry career in 2026. Prior to joining Aaron Wealth Advisors, he worked at CNA Surety and Scotiabank. Aaron Wealth Advisors serves high-net-worth and institutional clients, offering discretionary and non-discretionary portfolio management as well as standalone financial consulting. The firm utilizes an outsourced platform for third-party manager access and provides option overlay strategies, catering to sophisticated individuals, business owners, and family offices.

Options & derivatives strategies Private / alternative investments Concentrated stock management Real estate investing General tax planning Founder/Business Owner Executive
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Jennifer B

CFP®, CFA®, Series 63

Chicago, IL

Aaron Wealth Advisors

Jennifer Barry is a CFP® and CFA® with 29 years of industry experience. She has worked at Aaron Wealth Advisors since 2021 and previously spent 23 years at Citigroup Global Markets. Barry holds a Series 63 license. Aaron Wealth Advisors serves high-net-worth and institutional clients, including business owners and family offices, providing discretionary and non-discretionary portfolio management along with financial consulting. The firm uses an outsourced platform to access third-party managers and offers option overlay strategies, with a client base that includes insurance-related relationships through an affiliated insurance advisory entity.

Options & derivatives strategies Private / alternative investments Concentrated stock management Real estate investing General tax planning Founder/Business Owner Executive
user avatar

Dimitra M

Series 65

Newport Beach, CA

Aaron Wealth Advisors

Dimitra Mina is a financial advisor at Aaron Wealth Advisors with a Series 65 designation and one year of industry experience. Prior to joining Aaron Wealth Advisors, she worked at Thirion Capital Ltd. and Gate One, and has academic experience from the University of Oxford and University of Exeter. Aaron Wealth Advisors serves high-net-worth and institutional clients, including business owners, entrepreneurs, and multi-generational families. The firm provides discretionary and non-discretionary portfolio management as well as standalone financial consulting, utilizing an outsourced platform to access third-party managers and offering specialized option overlay strategies.

Options & derivatives strategies Private / alternative investments Concentrated stock management Real estate investing General tax planning Founder/Business Owner Executive
user avatar

Gary H

Series 66

Chicago, IL

Aaron Wealth Advisors

Gary Hirschberg is a financial advisor at Aaron Wealth Advisors with 19 years of industry experience. He holds a Series 66 designation and previously worked at Goldman, Sachs & Co. for 12 years before joining Aaron Wealth Advisors in 2018. Hirschberg serves on the Board of Directors and Finance Committee of International Hillel and is a member of the investment committee of the Indianapolis Museum of Art, both nonprofit organizations. Aaron Wealth Advisors serves high-net-worth and institutional clients, including business owners, entrepreneurs, and multi-generational families. The firm provides discretionary and non-discretionary portfolio management and standalone financial consulting, utilizing an outsourced platform to access third-party managers while maintaining client advisory relationships.

Options & derivatives strategies Private / alternative investments Concentrated stock management Real estate investing General tax planning Founder/Business Owner Executive
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