DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

SEC-registered adviser

Aaron Wealth Advisors

Independent wealth managerChicago, IllinoisCRD 298079SEC 801-113938website IAPD

Legal name Aaron Wealth Advisors LLC

Latest filing Sep 15, 2026

First filing on the tape Aug 6, 2018 · 27 filings

SEC status approved since Sep 20, 2018

RAUM

$4.3B

reported, Item 5.F

Discretionary

94%

of RAUM

Private clients

76%

$3.3B individuals and HNW

Advisors

registered through the firm on IAPD

RAUM per advisor

$390M

derived; firm RAUM over IAPD count

Employees

9 advisory (5.B.1)

Offices

beyond the principal office

Private funds

reported on Schedule D

History

27 filings and snapshots on the tape

RAUM$4.3B as of May 22, 2026

Mar 21, 2019$213M then

HNW client RAUM$3.3B as of May 22, 2026

Mar 21, 2019$202M then

State-registered IARs (5.B.3)9 as of May 22, 2026

Mar 21, 20194 then

Employees (5.A)16 as of May 22, 2026

Mar 21, 20196 then

Private funds: no history

RAUM +64% over the last fiscal year+39% a year over threeIARs 9 to 9offices 2 to 3

Practice profile

derived from the filing of Sep 15, 2026; every figure names its basis

Archetypes, each a printed rule

UHNW private wealth · private-client share at least 50 percent, HNW at least 90 percent of private-client RAUM, and average HNW client assets at least $10M

RAUM per advisor: $390MderivedRAUM over IAPD advisors; not a book size
Clients per advisor: 12derivedindividual and HNW clients (5.D) over advisors
Average HNW client: $28.5MderivedHNW RAUM over HNW clients
Average account: $2.6MderivedRAUM over accounts (5.F.2.f)
Discretionary: 94%derivedof RAUM
Institutional: 23%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor: 1.5derivedItem 5.A over advisors
Advisors per office: 2.8derived4 offices incl. principal (1.F.5)
RAUM growth, one year: +64%derivedbetween the last two annual amendments
Advisor growth, one year: +0.0%derivedItem 5.B.3 between annual amendments
Client growth, one year: -0.8%derived
Compensation: percentage of assets, fixed feesreportedItem 5.E
Advisory activities: portfolio management for individuals, portfolio management for businesses and institutions, selection of other advisers, otherreportedItem 5.G
Custody: $17.0M, 1 clientsreportedItem 9.A
Ownership: no PE, bank or public-company owner found on Schedule Aderived
Advisor book size: not public; not estimatedreported

Also answered yes on Form ADV

buys or sells securities as principal to or from clients (8.A.2)
has discretionary authority over which securities are bought or sold (8.C.1)
receives research or other products from a broker-dealer, soft dollars (8.E)
has custody of client cash or bank accounts (9.A.1.a)

Where the RAUM sits

Form ADV Item 5.D, latest filing

High-net-worth individuals$3.3B76%
Charitable organizations$978M23%
Corporations and businesses$29.7M0.7%
Individuals$3.7M0.1%
Pension and profit-sharing plans$1.5M0.0%
Insurance companies$4,8930.0%

Individual clients: 12reported
HNW clients: 115reported
Pension plan clients: 1reported
Charitable clients: 44reported
Accounts: 1,672reported
Financial planning clients: 1-10reported
Wrap fee programs: noreported
Custody of client assets: $17.0M for 1 clientsreported
Compensation: % of AUM, fixedreported
Class basis: private_client_share=0.76 fund_share=0.0 institutional_share=0.23 related_bd=false related_bank=false bd_reps=0.0derived

Advisors registered through the firm

11 on IAPD today, longest tenure first

Name	Branch	Here since	In industry	Prior firms
Konstantine William AndrakakosChartered Financial Analyst	Chicago, Il	Sep 21, 2018	14 y	1
Gary Evan Hirschberg	Chicago, Il	Sep 21, 2018	20 y	0
Vincent Dominic Barone	Chicago, Il	Feb 4, 2019	10 y	1
Adrianna Stasiuk	Chicago, Il	Oct 1, 2020	14 y	0
Toby Patrick StannardChartered Financial Analyst	Chicago, Il	Oct 6, 2020	11 y	0
Jennifer Goff BarryCertified Financial Planner, Chartered Financial Analyst	Chicago, Il	Jan 12, 2021	29 y	0
Alexander Eugene Fedynsky	Chicago, Il	Jan 26, 2022	21 y	1
Tomasz GogolaChartered Financial Analyst	Chicago, Il	Jun 19, 2023	11 y	2
Matthew Robert McbroomCertified Financial Planner	Carmel, In	Sep 19, 2023	12 y	3
Nicholas Grossi	Chicago, Il	May 22, 2026	10 y	0
Christopher Michael Conmy	Chicago, Il	May 22, 2026	17 y	4

Advisor movement

0 left, 1 joined in 12 months

net +1 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount1 left over 36 months

Left, latest

Christopher Warren Mason to Ox Lux Advisory LLC
May 3, 2024 · RIA to a state-registered adviser

Joined, latest

Christopher Michael Conmy from Cwm, LLC
May 22, 2026 · Affiliated broker-dealer or bank to independent RIA
Matthew Robert Mcbroom from Sbc Wealth Management
Sep 19, 2023 · RIA to RIA
Tomasz Gogola from Mainstreet Advisors
Jun 19, 2023 · RIA to RIA
Alexander Eugene Fedynsky from Goldman Sachs Wealth Services, L.P.
Jan 26, 2022 · Affiliated broker-dealer or bank to independent RIA
Vincent Dominic Barone from Wells Fargo Advisors
Feb 4, 2019 · Wirehouse to independent RIA
Konstantine William Andrakakos from Wells Fargo Advisors
Sep 21, 2018 · Wirehouse to a newly registered adviser (no RAUM reported yet)

Every departure Every arrival

Private funds

No private fund reported.

Owners and control persons

Schedule A and B, latest filing

Konstantine Andrakakos · Chief Investment Officer/Presidentcontrol
since 06/2020 · owns less than 5%
Eugene Alexander Fedynsky · Managing Director, Investment Advisor, Wealth Plannercontrol
since 12/2022 · owns less than 5%
Evan Gary Hirschberg · Managing Member, Chief Executive Officercontrol
since 07/2018 · owns 75% or more
Goff Jennifer Barry · Chief Administrative Officer
since 01/2024 · owns less than 5%

Related persons

Schedule D 7.A

Aaron Insurance Advisors, LLC
real estatey

Office movement

IAPD branch city; joins and departures in 12 months

Office	Advisors	Joined	Left	Teams out	Forming
Chicago, Il · principal	11	2	0
Austin, Tx	0	0	0

Offices

Schedule D 1.F, the 25 largest

Carmel, IN1 employees
Newport Beach, CA1 employees

ADV anomalies

2 against comparable advisers; where to look, not conclusions

RAUM up clients flatCombination · filing Feb 20, 2026
RAUM grew 50 percent or more while private clients stayed within 5 percent: existing clients grew, a few large clients arrived, or a reporting change. RAUM $2,607,024,926 to $4,288,292,230, advisors 9 to 9, private clients 128 to 127, offices 2 to 2 (2025-04-08 to 2026-02-20)
peers: independent wealth managers, $1B to $5B (1,362)
RAUM up 50 %Change between filings · filing Feb 20, 2026
RAUM (Item 5.F) moved from $2,607,024,926 to $4,288,292,230 (+64.0%) between the annual amendments of 2025-04-08 and 2026-02-20; the peer median change was +17.0% (1298 comparable advisers, 95.0th percentile of changes)
peers: independent wealth managers, $1B to $5B (1,298) · 95% percentile

How anomalies are measured

What changed

consecutive filings, newest first

Financial planning clients · 1-10 to 1-10
May 22, 2026 to Sep 3, 2026
Succession · false to unset
May 22, 2026 to Sep 3, 2026
Other offices · 2 to 3
Feb 20, 2026 to May 22, 2026
Accounts · 1,341 to 1,672
Oct 9, 2025 to Feb 20, 2026
Charity clients · 41 to 44
Oct 9, 2025 to Feb 20, 2026
Corporate clients · 4 to 3
Oct 9, 2025 to Feb 20, 2026
HNW clients · 112 to 115
Oct 9, 2025 to Feb 20, 2026
Individual clients · 16 to 12
Oct 9, 2025 to Feb 20, 2026
Assets in custody · $0 to $17.0M
Oct 9, 2025 to Feb 20, 2026
Discretionary RAUM · $2.3B to $4.0B
Oct 9, 2025 to Feb 20, 2026
HNW RAUM · $2.0B to $3.3B
Oct 9, 2025 to Feb 20, 2026
Individual RAUM · $4.8M to $3.7M
Oct 9, 2025 to Feb 20, 2026
Non-discretionary RAUM · $284M to $263M
Oct 9, 2025 to Feb 20, 2026
Pension RAUM · $2.4M to $1.5M
Oct 9, 2025 to Feb 20, 2026
RAUM · $2.6B to $4.3B
Oct 9, 2025 to Feb 20, 2026
Accounts · 1,064 to 1,341
Dec 10, 2024 to Apr 8, 2025
Charity clients · 38 to 41
Dec 10, 2024 to Apr 8, 2025
HNW clients · 102 to 112
Dec 10, 2024 to Apr 8, 2025
Individual clients · 14 to 16
Dec 10, 2024 to Apr 8, 2025
Financial planning clients · 1-10 to 1-10
Dec 10, 2024 to Apr 8, 2025
State-registered IARs · 10 to 9
Dec 10, 2024 to Apr 8, 2025
Discretionary RAUM · $1.7B to $2.3B
Dec 10, 2024 to Apr 8, 2025
HNW RAUM · $1.5B to $2.0B
Dec 10, 2024 to Apr 8, 2025
Individual RAUM · $4.1M to $4.8M
Dec 10, 2024 to Apr 8, 2025
Non-discretionary RAUM · $285M to $284M
Dec 10, 2024 to Apr 8, 2025
Pension RAUM · $2.1M to $2.4M
Dec 10, 2024 to Apr 8, 2025
RAUM · $2.0B to $2.6B
Dec 10, 2024 to Apr 8, 2025
Assets in custody · unset to 0.0
Mar 12, 2024 to Sep 10, 2024
Custody of client assets · false to true
Mar 12, 2024 to Sep 10, 2024
Accounts · 974 to 1,064
Sep 22, 2023 to Mar 12, 2024
Advisory employees · 8 to 9
Sep 22, 2023 to Mar 12, 2024
Charity clients · 8 to 38
Sep 22, 2023 to Mar 12, 2024
Corporate clients · 3 to 4
Sep 22, 2023 to Mar 12, 2024
HNW clients · 76 to 102
Sep 22, 2023 to Mar 12, 2024
Individual clients · 2 to 14
Sep 22, 2023 to Mar 12, 2024
Employees · 13 to 16
Sep 22, 2023 to Mar 12, 2024
State-registered IARs · 7 to 10
Sep 22, 2023 to Mar 12, 2024
Discretionary RAUM · $1.3B to $1.7B
Sep 22, 2023 to Mar 12, 2024
HNW RAUM · $1.5B to $1.5B
Sep 22, 2023 to Mar 12, 2024
Individual RAUM · $431,135 to $4.1M
Sep 22, 2023 to Mar 12, 2024

Signals

9 dated events

Aaron Wealth Advisors reported RAUM $4.3B, up 64% from $2.6B (2025-10-09 to 2026-02-20)
Feb 20, 2026 · RAUM change · derived
Aaron Wealth Advisors reported RAUM $2.6B, up 34% from $2.0B (2024-12-10 to 2025-04-08)
Apr 8, 2025 · RAUM change · derived
Christopher Warren Mason left Aaron Wealth Advisors for Ox Lux Advisory Llc (registered 2026-01-30)
May 3, 2024 · Advisor changed firm · fact
Aaron Wealth Advisors reported RAUM $1.6B, up 47% from $1.1B (2022-08-11 to 2023-03-15)
Mar 15, 2023 · RAUM change · derived
Eugene Alexander Fedynsky (Managing Director, Investment Advisor, Wealth Planner) appeared on Schedule A of Aaron Wealth Advisors
Mar 15, 2023 · Control person joined · fact
Aaron Wealth Advisors reported RAUM $1.1B, up 70% from $634.2M (2022-02-07 to 2022-03-22)
Mar 22, 2022 · RAUM change · derived
Aaron Wealth Advisors reported RAUM $574.8M, up 170% from $213.1M (2019-05-01 to 2020-03-13)
Mar 13, 2020 · RAUM change · derived
Aaron Wealth Advisors reported RAUM $213.1M, up 112% from $100.7M (2019-01-18 to 2019-03-21)
Mar 21, 2019 · RAUM change · derived
Plymouth Rock filed its initial SEC registration (Form ADV)
Aug 6, 2018 · First SEC registration · fact

Across DFX

shared identifiers only, never a name match

Aaron Wealth Advisors · Private Equity
shared crd · intermediary

How to reach

public business contact points only, each with its source

Business phone: 312-506-5780reportedpublished by the firm, firm site, Sep 15, 2026
Business phone: 317-663-8835reportedpublished by the firm, firm site, Sep 15, 2026
Business phone: 949-942-1201reportedpublished by the firm, firm site, Sep 15, 2026
Firm profile: linkedin.com/company/aaron-wealth-advisorsreportedpublic record, Form ADV, Sep 18, 2026
Website: aaronwealth.comreportedpublic record, Form ADV, Sep 18, 2026
Principal office phone: 312-506-5780reportedpublic record, Form ADV, Sep 15, 2026
Contact form: aaronwealth.com/contact-usreportedpublished by the firm, firm site, Sep 15, 2026
Team page: aaronwealth.com/teamreportedpublished by the firm, firm site, Sep 15, 2026

Provenance

Form ADV: SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
Advisors: IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
Class: Independent wealth managerderiveda rule over Items 5.D and 7.A
RAUM per advisor: $390Mderivedfirm RAUM over the IAPD count; not a book size
Loaded: Sep 14, 2026