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ACORN FINANCIAL ADVISORY SERVICES, INC.
CRD 116763 · SEC 801-66477
1900 CAMPUS COMMONS DRIVE, SUITE 600, RESTON, VA, 20191, United States
Phone
(703) 293-3100
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.40B
Discretionary AUM
$1.18B
Team
11 total employees; 11 advisory reps; 4 broker-dealer reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; Fixed fees; A PERCENTAGE OF ASSETS MANAGED VIA A SUBADVISORY ARRANGEMENT
Org form
Corporation
Filing date
2026-06-15
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersEducational seminarsSUBADVISORY PORTFOLIO MANAGEMENT SERVICES OTHER REGISTERED INVESTMENT ADVISERS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 2033 | $315.8M |
| High net worth individuals | 551 | $871.2M |
| Pension/profit sharing plans | 35 | $211.6M |
States served
AZ, CA, CO, DE, DC, GA, IN, LA, ME, MD, MA, MI, MT, NE, NJ, NY, NC, OH, OR, PA, SC, TN, VA, WV, WA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD