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).

By the Numbers
  • Total Assets Under Management
    1,037
    MILLION
  • Total Number of Accounts
    4,249
    ACCOUNTS
  • Average Account Value
    $244,068
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Acorn Financial Advisory Services, Inc.
Showing 11 - 18 of 18 top financial advisors.
11
Sean M. Tyll
CRD#: 6121305
1875 Campus Commons Drive, Suite 100, Reston, VA 20191

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.

12
Donald L. Unger
CRD#: 726320
1897 Billingsgate Circle, Ste B, Henrico, VA 23238

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.

13
Shannon D. Ware
CRD#: 4691302
3211 Peoples Dr, Suite 110, Harrisonburg, VA 22801

Shannon Ware (CRD# 4691302) is an Investment Advisor Representative working at Acorn Financial Advisory Services, Inc. in Harrisonburg, VA and has over 17 years of experience in the finance industry.

14
Ronald G. Whitley
CRD#: 2627696
1521 King Street, Alexandria, VA 22314

Ronald Whitley (CRD# 2627696) is an Investment Advisor Representative working at Acorn Financial Advisory Services, Inc. in Alexandria, VA and has over 28 years of experience in the finance industry.

15
Anthony M. Castaldi
CRD#: 6511146
1875 Campus Commons Drive, Suite 100, Reston, VA 20191

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.

16
Jonathan D. Cox
CRD#: 7422473
1875 Campus Commons Drive, Suite 100, Reston, VA 20191

Jonathan Cox (CRD# 7422473) is an Investment Advisor Representative working at Acorn Financial Advisory Services, Inc. in Reston, VA and has over 3 years of experience in the finance industry.

17
Nathan H. Gertler
CRD#: 7240600
1875 Campus Commons Drive, Suite 100, Reston, VA 20191

Nathan Gertler (CRD# 7240600) is an Investment Advisor Representative working at Acorn Financial Advisory Services, Inc. in Reston, VA and has over 3 years of experience in the finance industry.

18
Justin M. Souder
CRD#: 7136433
1875 Campus Commons Drive, Suite 100, Reston, VA 20191

Justin Souder (CRD# 7136433) is an Investment Advisor Representative working at Acorn Financial Advisory Services, Inc. in Reston, VA and has over 3 years of experience in the finance industry.

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