Financial planning services offered through Acorn Financial Advisory Services, Inc.(AFAS), a Registered Investment Adviser registered with the U.S. Securities and Exchange Commission. AFAS is a Florida Corporation whose principal office is located in Reston, Virginia. AFAS is affiliated with Acorn Financial Services, Inc., a subsidiary Virginia Corporation. Our ADV Part 2A&2B is a required filing with the Securities and Exchange Commission (SEC). This annual filing is a disclosure document for clients or potential clients of AFAS and includes information such as services provided, investment style, fees levied, and key officers of our firm. To request a free copy, please call our office at (703) 293-3100.
Some Representatives of Acorn Financial Services, Inc., are also registered in their individual capacity to offer securities throughout the United States through independent broker-dealers, members FINRA/SIPC. Such individuals may only transact business in a particular state if they hold appropriate licensure or registrations, or by otherwise satisfying the requirements of that state, or if they are exempted from such requirements. Any follow up, or individualized response to consumers in a particular state that involves the offering of investment advice, securities, and/or insurance, for compensation, shall not be made without first complying with the regulations applying to the jurisdiction and type of activity/service involved. As circumstances and opportunities warrant, such individuals may apply for registration and/or licensure in additional states, however they may not conduct any business is such states prior to receipt of necessary regulatory approvals are required.
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Some Acorn Representatives hold securities registrations through other FINRA/SIPC members that are not affiliated with AFAS or AFS. Please see ADV Part 2B for full registration details.
General Award Disclosures – The awards and nominations listed are granted by organizations that are not Acorn clients. Where compensation has been provided in connection with obtaining or using any third-party rating, it is disclosed within the specific award entry above. Rankings and awards are not indicative of any client’s experience or of future performance. They should not be construed as a current or past endorsement of Acorn by any of its clients. While we seek to minimize conflicts of interest, no registered investment adviser is conflict free and we advise all interested parties to request a list of potential conflicts of interest prior to engaging in a relationship.
The BusinessRate “Best of 2026” award is an independent recognition provided by BusinessRate. This ranking is determined by aggregating and analyzing publicly available, verified customer data from Google Reviews and Google Business Profiles, evaluating factors like rating volume, recent feedback consistency, and overall review quality within a specific local geographic market and business category. AFAS did not pay a fee to be nominated, reviewed, or selected for this award; however, a licensing fee was paid to BusinessRate solely for the rights to use the digital badge/marketing assets on our website. Past customer experiences do not guarantee future results.
Financial Times – Top Financial Advisers Award – Awarded in 2018, 2019, 2020. Produced annually by Ignites Research. To qualify for the list, advisers had to have 10 years of experience and at least $300 million in assets under management (AUM) and no more than 60% of the AUM from institutional clients. The FT reaches out to some of the largest brokerages in the U.S. and asks them to provide a list of advisors who meet the minimum criteria outlined above. These advisors are then invited to apply for the ranking. Only advisors who submit an online application can be considered for the ranking. Qualified advisers were scored on six attributes: AUM, AUM growth rate, compliance record, years of experience, industry certifications, and online accessibility. Neither AFAS nor any of its Financial Advisors pay a fee in exchange for this award/rating. The FT, Ignite Research, and Money-Media, Inc. are not affiliated with AFAS or AFS.
Financial Advisor Magazine – Top 50 Fastest Growing Firms – Awarded in 2019. Data was verified by Financial Advisor Magazine based on assets under management at year-end for independent RIA firms that file their own ADV with the SEC. To be eligible, firms must be independent registered investment advisors and file their own ADV statements with the SEC and provide financial planning and related services to individual clients.