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ACORN FINANCIAL ADVISORY SERVICES, INC.

CRD 116763 · SEC 801-66477

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1900 CAMPUS COMMONS DRIVE, SUITE 600, RESTON, VA, 20191, United States

Phone

(703) 293-3100

Fax

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

TypeClientsAUM
Individuals2033$315.8M
High net worth individuals551$871.2M
Pension/profit sharing plans35$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