Acorn Financial Advisory Services, Inc.

Acorn Financial Advisory Services, Inc. (CRD# 116763) is a financial advisory firm headquartered in Reston, VA. They manage $407,442,854 in 1,260 accounts and serve the financial needs of clients across 17 states (or territories).

By the Numbers
  • Total Assets Under Management
    407
    MILLION
  • Total Number of Accounts
    1,260
    ACCOUNTS
  • Average Account Value
    $323,367
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CO, DC, FL, GA, IL, LA, MA, MD, NC, NJ, NY, OH, PA, SC, TX, VA

Financial Advisors at Acorn Financial Advisory Services, Inc.
Showing 1 - 10 of 17 top financial advisors.
1
Matthew P. Brennan
CRD#: 4658620
1875 Campus Commons Drive, Suite 100, Reston, VA 20191
96
Wealthminder
score

Matthew Brennan (CRD# 4658620) is an Investment Advisor Representative working at Acorn Financial Advisory Services, Inc. in Reston, VA and has over 13 years of experience in the finance industry. Matthew Brennan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Charles R. Cooke
CRD#: 4061199
265 Racine Drive, Suite 204, Wilmington, NC 28403
96
Wealthminder
score

Charles Cooke (CRD# 4061199) is an Investment Advisor Representative working at Acorn Financial Advisory Services, Inc. in Wilmington, NC and has over 14 years of experience in the finance industry. Charles Cooke has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
James M. Gambaccini
CRD#: 4619759
3600 Chain Bridge Road, Fairfax, VA 22030
96
Wealthminder
score

James Gambaccini (CRD# 4619759) is an Investment Advisor Representative working at Acorn Financial Advisory Services, Inc. in Fairfax, VA and has over 13 years of experience in the finance industry. James Gambaccini has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Peter J. Grose
CRD#: 2122963
3600 Chain Bridge Road, Fairfax, VA 22030
96
Wealthminder
score

Peter Grose (CRD# 2122963) is an Investment Advisor Representative working at Acorn Financial Advisory Services, Inc. in Fairfax, VA and has over 25 years of experience in the finance industry. Peter Grose has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Assaf M. Pinchas
CRD#: 2618726
374 Maple Ave E, Suite 204, Vienna, VA 22180
96
Wealthminder
score

Assaf Pinchas (CRD# 2618726) is an Investment Advisor Representative working at Acorn Financial Advisory Services, Inc. in Vienna, VA and has over 21 years of experience in the finance industry. Assaf Pinchas has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Douglas A. Rausch
CRD#: 2281661
6931 Arlington Rd., Suite 300, Bethesda, MD 20814
96
Wealthminder
score

Douglas Rausch (CRD# 2281661) is an Investment Advisor Representative working at Acorn Financial Advisory Services, Inc. in Bethesda, MD and has over 24 years of experience in the finance industry. Douglas Rausch has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Shawn M. Williamson
CRD#: 2829022
374 Maple Ave E, Suite 204, Vienna, VA 22180
96
Wealthminder
score

Shawn Williamson (CRD# 2829022) is an Investment Advisor Representative working at Acorn Financial Advisory Services, Inc. in Vienna, VA and has over 19 years of experience in the finance industry. Shawn Williamson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Mark G. Cooke
CRD#: 4433874
7001 Heritage Village Plaza, Suite 190, Gainesville, VA 20155
93
Wealthminder
score

Mark Cooke (CRD# 4433874) is an Investment Advisor Representative working at Acorn Financial Advisory Services, Inc. in Gainesville, VA and has over 15 years of experience in the finance industry.

9
James R. Moon
CRD#: 5147040
7001 Heritage Village Plaza, Suite 190, Gainesville, VA 20155
93
Wealthminder
score

James Moon (CRD# 5147040) is an Investment Advisor Representative working at Acorn Financial Advisory Services, Inc. in Gainesville, VA and has over 10 years of experience in the finance industry.

10
David K. Morton
CRD#: 4912079
7001 Heritage Village Plaza, Suite 190, Gainesville, VA 20155
93
Wealthminder
score

David Morton (CRD# 4912079) is an Investment Advisor Representative working at Acorn Financial Advisory Services, Inc. in Gainesville, VA and has over 11 years of experience in the finance industry.

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