Aaron Wealth Advisors
Aaron Wealth Advisors is a privately-held, SEC-registered independent family office founded in 2018 that provides customized wealth management, investment, estate, and generational planning services to high-net-worth families across U.S. offices in Chicago, Newport Beach, and Carmel.
- Company typePrivate
- Founded2018
- HeadquartersChicago, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
What Aaron Wealth Advisors does
Aaron Wealth Advisors is a privately-held, SEC-registered investment advisory firm that operates as a national independent family office serving high-net-worth individuals, families, and family offices. Founded in 2018 and headquartered in Chicago, the firm delivers customized wealth management spanning financial planning, investment management, estate planning, lifestyle coordination, philanthropic planning, and generational wealth preservation. It positions itself as the 'president of your family office,' acting as a financial confidant that orchestrates all aspects of a family's financial world on their behalf.
The firm is led by CEO & Founding Member Gary Hirschberg, J.D., and Partner/Deputy Chief Investment Officer Toby Stannard, CFA, supported by a hand-selected team of experts. Its operational footprint spans three U.S. offices (Chicago, IL; Newport Beach, CA; Carmel, IN), and it maintains a client-facing mobile application called 'Wealth Connect' on iOS and Android, indicating investment in digital client engagement alongside its relationship-based service model. The firm files Form ADV with the SEC as a registered investment advisor and discloses public equity holdings via 13F filings, reflecting active proprietary investment management for client portfolios.
The business model is built on customized, AUM-based fee arrangements typical of the wealth management and family office industry, with services tailored to each family's specifications rather than standardized product offerings. Distribution is relationship-based and direct, targeting successful families with complex, multi-generational wealth needs. The firm competes against traditional wirehouse wealth managers and larger multi-family offices by emphasizing independence, personalized service, and a higher-touch boutique model rather than scale or technology differentiation.
Aaron Wealth Advisors firmographics
Firmographics- Name
- Aaron Wealth Advisors
- Legal name
- Aaron Wealth Advisors
- Website
- https://aaronwealth.com
- Company type
- Private
- Founded year
- 2018
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Aaron Wealth Advisors is a privately-held, SEC-registered independent family office founded in 2018 that provides customized wealth management, investment, estate, and generational planning services to high-net-worth families across U.S. offices in Chicago, Newport Beach, and Carmel.
- Ownership category
- akta.pro rank
Aaron Wealth Advisors industry classification
Industry- Product category
- Wealth Management / Family Office Services
- NAICS
- Portfolio Management and Investment Advice (523940), Trust, Fiduciary, and Custody Activities (523991)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Family Office Advisory & Outsourced CIO (OCIO) (FSAAADAC)
- akta.pro secondary industries
- Family Business & Succession Advisory (FSAAADAL), Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)
Keywords
Where Aaron Wealth Advisors is headquartered
LocationHeadquarters
- HQ city
- Chicago
- HQ country
- United States
- HQ region
- North America
Offices3 records
Markets served
Aaron Wealth Advisors business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Others
Revenue model
- Wealth Management Services: The firm operates as a family office providing comprehensive wealth management services, likely structured on AUM-based fees typical of the wealth management industry. Services include financial planning, investment management, estate planning, and generational wealth preservation.
Go-to-market motion1 record
Distribution channels1 record
Marketing channels3 records
Aaron Wealth Advisors product offering
Product offeringCore offering
Aaron Wealth Advisors is a national and independent family office that delivers comprehensive wealth management services to high-net-worth families, including customized portfolio management, financial planning, estate planning, philanthropic planning, and generational wealth preservation. The firm operates as the "president of the client's family office," coordinating the family's financial, lifestyle, and generational affairs through a hand-selected team of experts and a secure mobile platform (Wealth Connect) for client access.
Product overview
Aaron Wealth Advisors is a national and independent family office that serves the complex financial, lifestyle, and generational needs of high-net-worth families. The firm positions itself as a 'president of the family office,' treating family wealth like a business and customizing a family office structure to each client's specifications. Services include financial management, lifestyle coordination, and generational wealth preservation. The company offers a mobile application called 'Wealth Connect' available on iOS and Android for client access.
Differentiator
Problem solved
Functional benefit
Products and services
- Family Office Wealth Management Services A comprehensive family office service for high-net-worth and ultra-high-net-worth families that includes customized portfolio management, financial planning, estate planning, philanthropic planning, lifestyle coordination, and generational wealth preservation, delivered through a hand-selected team of experts.
- Wealth Connect Mobile Application
Companies that use Aaron Wealth Advisors
Customer profileSegments1 record
Ideal customer profiles2 records
Aaron Wealth Advisors technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Aaron Wealth Advisors partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- SEC (as Registered Investment Advisor)regulatoryAaron Wealth Advisors operates as a Registered Investment Advisor (RIA), regulated by the SEC. The firm files Form ADV disclosing its investment strategies and client information.
Scale indicators1 record
Recent moves4 records
Expansion highlights4 records
Aaron Wealth Advisors competitors and assessment
Company assessmentDirect peers
- Bessemer Trust: Bessemer Trust is a closely-held multifamily office serving HNW and UHNW families with investment management, trust, estate, and family office services. It is the most well-known direct comparable to Aaron Wealth Advisors' family office model, with a similar focus on multi-generational wealth preservation.
- Glenmede: Glenmede is an independent investment and wealth management firm serving HNW families, foundations, and endowments. Its family office, investment management, and trust services overlap directly with Aaron Wealth Advisors' offerings for multi-generational families.
- Rockefeller Capital Management: Rockefeller Capital Management is an independent financial advisory firm providing wealth management, asset management, and family office services to UHNW families. Its national footprint and family-office structure mirror Aaron Wealth Advisors' positioning and service model.
- Cresset Capital: Cresset is an independent family office and private investment firm serving UHNW families and entrepreneurs. Its focus on family office services, multi-generational planning, and direct/institutional-quality investment offerings makes it a comparable peer.
- Tiedemann Advisors: Tiedemann Advisors is an independent, fee-only RIA and family office serving HNW families, foundations, and endowments. It competes directly with Aaron Wealth Advisors in the multi-family office space, with overlapping investment advisory and estate planning services.
- Pitcairn: Pitcairn is a multi-family office serving HNW families across generations with investment advisory, trust, and family governance services. It is a direct competitor in the family office and multi-generational wealth management space.
Broad incumbents
- Brown Brothers Harriman (Wealth Management): Brown Brothers Harriman is a large, private partnership offering private banking, investment management, and trust services to HNW families. Its broad, multi-service wealth management platform competes with Aaron Wealth Advisors for family-office clients with broader institutional capabilities.
- Northern Trust (Wealth Management): Northern Trust is a large financial holding company providing wealth management, trust, and family office services to UHNW families globally. As a broad incumbent, it offers overlapping capabilities but serves a much wider market and is frequently benchmarked for HNW family office services.
- Wilmington Trust (M&T Bank Wealth): Wilmington Trust, now part of M&T Bank, provides wealth advisory, trust, and private banking services to HNW families. It is a comparable incumbent in the family office and multi-generational wealth planning market.
- Abbot Downing (Wells Fargo): Abbot Downing is Wells Fargo's national brand for ultra-high-net-worth family office services, offering investment management, trust, and wealth planning. As a larger incumbent, it competes with Aaron Wealth Advisors for UHNW families seeking multi-generational services.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks5 records
Key highlights7 records
Customer concentration
Aaron Wealth Advisors social profiles
Digital presenceAaron Wealth Advisors financial estimates
Financial estimateRevenue estimate
Valuation estimate
Aaron Wealth Advisors leadership team
Management profileNumber of profiles
Profiles2 records
Aaron Wealth Advisors funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Aaron Wealth Advisors M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Aaron Wealth Advisors
What does Aaron Wealth Advisors do?
Aaron Wealth Advisors is a national and independent family office that delivers comprehensive wealth management services to high-net-worth families, including customized portfolio management, financial planning, estate planning, philanthropic planning, and generational wealth preservation. The firm operates as the "president of the client's family office," coordinating the family's financial, lifestyle, and generational affairs through a hand-selected team of experts and a secure mobile platform (Wealth Connect) for client access.
Is Aaron Wealth Advisors a public or private company?
Aaron Wealth Advisors is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Aaron Wealth Advisors founded?
Aaron Wealth Advisors was founded in 2018. It employs 1 to 10 people.
Where is Aaron Wealth Advisors based?
Aaron Wealth Advisors is headquartered in Chicago, United States, in the North America region.
How does Aaron Wealth Advisors make money?
One revenue line is on record: wealth Management Services.
Who are Aaron Wealth Advisors's main competitors?
Direct peers on record are Bessemer Trust, Glenmede, Rockefeller Capital Management, Cresset Capital, Tiedemann Advisors and Pitcairn. Broad incumbents are Brown Brothers Harriman (Wealth Management), Northern Trust (Wealth Management), Wilmington Trust (M&T Bank Wealth) and Abbot Downing (Wells Fargo).
Does Aaron Wealth Advisors have an API?
No public API is recorded for Aaron Wealth Advisors.
What industry is Aaron Wealth Advisors in?
Aaron Wealth Advisors's product category is Wealth Management / Family Office Services. Its primary akta.pro industry code is FSAAADAC, Family Office Advisory & Outsourced CIO (OCIO), with a secondary code of FSAAADAL, Family Business & Succession Advisory. Its NAICS code is 523940 and its SIC code is 6282.