Acorn Financial Advisory Services, Inc.
Acorn Financial Advisory Services, Inc. (CRD# 116763) is a financial advisory firm headquartered in Reston, VA. They manage $1,037,045,156 in 4,249 accounts and serve the financial needs of clients across 27 states (or territories).
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Total Assets Under Management1,037MILLION
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Total Number of Accounts4,249ACCOUNTS
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Average Account Value$244,068
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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
- Other
AZ, CA, CO, CT, DC, DE, FL, GA, LA, MA, MD, ME, MI, NC, NE, NH, NJ, NY, OH, OR, PA, SC, TN, TX, VA, WA, WV
Douglas Rausch (CRD# 2281661) is an Investment Advisor Representative working at Acorn Financial Advisory Services, Inc. in Bethesda, MD and has over 30 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.
John Ryan (CRD# 4482262) is an Investment Advisor Representative working at Acorn Financial Advisory Services, Inc. in Reston, VA and has over 21 years of experience in the finance industry. John Ryan 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.
Margaret Swinney (CRD# 3029378) is an Investment Advisor Representative working at Acorn Financial Advisory Services, Inc. in Manassas, VA and has over 25 years of experience in the finance industry.
Sean Tyll (CRD# 6121305) is an Investment Advisor Representative working at Acorn Financial Advisory Services, Inc. in Reston, VA and has over 5 years of experience in the finance industry.
Donald Unger (CRD# 726320) is an Investment Advisor Representative working at Acorn Financial Advisory Services, Inc. in Henrico, VA and has over 42 years of experience in the finance industry.
Shannon Ware (CRD# 4691302) is an Investment Advisor Representative working at Acorn Financial Advisory Services, Inc. in Harrisonburg, VA and has over 16 years of experience in the finance industry.
Ronald Whitley (CRD# 2627696) is an Investment Advisor Representative working at Acorn Financial Advisory Services, Inc. in Alexandria, VA and has over 27 years of experience in the finance industry.
Daniel Williams (CRD# 5293652) is an Investment Advisor Representative working at Acorn Financial Advisory Services, Inc. in Needham, MA and has over 16 years of experience in the finance industry.
Anthony Castaldi (CRD# 6511146) is an Investment Advisor Representative working at Acorn Financial Advisory Services, Inc. in Reston, VA and has 1 year of experience in the finance industry.
Jonathan Cox (CRD# 7422473) is an Investment Advisor Representative working at Acorn Financial Advisory Services, Inc. in Reston, VA and has over 2 years of experience in the finance industry.