Aaron Wealth Advisors

Overview

Aaron Wealth Advisors is registered with the Securities and Exchange Commission as an investment adviser and provides advisory rather than brokerage services.² The firm describes itself as a highly personalized shared family office with a low client-to-advisor ratio.³ It serves sophisticated individuals, entrepreneurs, multi-generational families, and family offices.³ The firm’s stated purpose is to help clients preserve and grow wealth, protect family values, and support personal, business, and philanthropic missions across generations.³

History

Gary Hirschberg states that he launched the predecessor practice within Goldman Sachs in 2006.⁴ The SEC lists AARON WEALTH ADVISORS as SEC-approved, effective September 20, 2018.¹

Timeline

1. 2006Gary Hirschberg states that he launched the predecessor practice within Goldman Sachs in 2006.
2. 2018The SEC lists AARON WEALTH ADVISORS as SEC-approved, effective September 20, 2018.

Leadership

Gary Hirschberg, J.D., is Founder and Chief Executive Officer and serves as the firm’s lead advisor.⁴ Bill Andrakakos, CFA, FRM, is President and Chief Investment Officer.⁵ Jenn Barry, CFA, CFP®, is Chief Administrative Officer.⁶ Alexander Fedynsky, J.D., and Adrianna Stasiuk are Partners and Family Wealth Advisors.⁶ Matt McBroom, CFP®, is Vice President, Business Development, while Dimitra (Dimi) Mina and Alejandro Levy are Vice Presidents, Business Development.⁶ Vincent Barone, CFA, is Senior Vice President, Investment Management; Thomas Gogola, CFA, is Vice President, Investment Management; and Nicholas Grossi is Analyst, Investment Management.⁶ Torey Preston is Director, Client Service, and Brittany Carr is Vice President, Client Service.⁶ Jamie Achenbaugh is Senior Associate, Client Service, while Cassandra Hornbuckle and Jake Skertic are Associates, Client Service.⁶ Charles Tucker Jr. is Associate, Corporate Strategy, and Taylor Ackerman is Administrative & Events Manager.⁶

Services

The firm offers discretionary and non-discretionary investment management.² Its services include portfolio management, selecting other advisers, educational seminars and workshops, asset allocation, advisory consulting, tax and estate planning, and estate administration.² Investment accounts are monitored daily, and portfolios are reviewed quarterly with clients.² The firm charges asset-based advisory fees and fixed fees, with fixed fees commonly covering financial consulting or estate administration.²

Listed investment offerings include equities, corporate debt, commercial paper, certificates of deposit, municipal securities, mutual funds, U.S. government securities, options, money market funds, real estate, REITs, derivatives, structured notes, ETFs, private placements, and partnerships investing in real estate or oil and gas.²

What the firm offers

• Investment management
• Tax planning
• Estate planning
• Philanthropy
• Administration and bill pay
• Private and alternative investments

Client focus

The firm says it serves sophisticated individuals, entrepreneurs, multi-generational families, and family offices.³

Investment philosophy and approach

The firm says its purpose is to preserve and grow wealth, protect family values, and support personal, business, and philanthropic missions across generations.³ Its published values include client success, entrepreneurial spirit, innovative problem solving, discipline and transparency, learning and collaboration, and service and community impact.³

Assets and minimums

Form CRS states, as of March 12, 2024, a general $10 million account minimum and a $50,000 advisory-fee minimum, with possible discretionary waivers.²

By the numbers

FAQs

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Sources

1. SEC AdviserInfo firm summary, accessed October 23, 2026:
2. SEC Form CRS, as of March 12, 2024:
3. Aaron Wealth Advisors, “Firm,” accessed October 23, 2026:
4. Aaron Wealth Advisors, Gary Hirschberg profile, accessed October 23, 2026:
5. Aaron Wealth Advisors, Bill Andrakakos profile, accessed October 23, 2026:
6. Aaron Wealth Advisors, “Team,” accessed October 23, 2026:

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.