Acorn Financial Advisory Services, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Reston, VA. Its latest Form ADV filing, dated April 27, 2026, reports $1.4B in regulatory assets under management, 11 employee, 6 offices, and 4,566 accounts.
Assets Under Management
$1.4B
Employees
11
Offices
6 offices
Total Clients
2,619
Primary office
RESTON, VA
1900 CAMPUS COMMONS DRIVE, SUITE 600, RESTON, VA, United States
Top client segmentIndividuals represent 77.6% of total clients.
Top client categories% of clientsClients
1
Individuals
77.6%
2,033
2
HNWI
21.0%
551
3
Pension Plans
1.3%
35
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.4Bas of April 27, 2026
Discretionary84.2%
$1.2B
84% of total RAUM84.2%
Non-discretionary15.8%
$221M
16% of total RAUM15.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$1.4B
Total Accounts4,566
10Y AUM Change+$974M (+229.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees11
Clients per Employee238:1
10Y Employee Change-19 (-63.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.