ACORN FINANCIAL ADVISORY SERVICES, INC.
CRD #116763 SEC #801-66477 RESTON, VA (703) 293-3100
SEC Registered
Total AUM
$1.2B
Discretionary
$1.1B
Employees
10
Clients
--
Accounts
5,179
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $1.2B | $1.1B | $108M | 11 | 4 |
| Dec 2025 | $1.2B | $1.1B | $108M | 10 | 4 |
| Jun 2025 | $1.2B | $1.1B | $108M | 35 | 4 |
| Apr 2025 | $1.2B | $1.1B | $108M | 21 | 4 |
| Mar 2025 | $1.2B | $1.1B | $108M | 21 | 4 |
| Feb 2025 | $1.1B | $980M | $130M | 21 | 0 |
| Jan 2025 | $1.1B | $980M | $130M | 21 | 0 |
| May 2024 | $1.1B | $980M | $130M | 23 | 0 |
| Apr 2024 | $1.1B | $980M | $130M | 24 | 0 |
| Mar 2024 | $1.1B | $980M | $130M | 24 | 0 |
| Mar 2024 | $1.1B | $980M | $130M | 24 | 0 |
| Mar 2024 | $1.1B | $980M | $130M | 24 | 0 |
| Jan 2024 | $1B | $907.6M | $129.5M | 24 | 30 |
| Dec 2023 | $1B | $907.6M | $129.5M | 25 | 30 |
| Aug 2023 | $1B | $907.6M | $129.5M | 30 | 30 |
| Mar 2023 | $1B | $907.6M | $129.5M | 30 | 30 |
| Jun 2022 | $1.2B | $995.9M | $175.4M | 31 | 20 |
| Mar 2022 | $1.2B | $995.9M | $175.4M | 32 | 20 |
| Jan 2022 | $1.2B | $1B | $174.6M | 36 | 30 |
| Nov 2021 | $1.2B | $1B | $174.6M | 36 | 30 |
| Oct 2021 | $1.2B | $1B | $174.6M | 36 | 30 |
| Sep 2021 | $1.2B | $1B | $174.6M | 48 | 30 |
| Sep 2021 | $1.2B | $1B | $174.6M | 48 | 30 |
| Aug 2021 | $1.2B | $1B | $174.6M | 47 | 30 |
| Jul 2021 | $1.2B | $1B | $174.6M | 47 | 30 |
| Jun 2021 | $1.2B | $1B | $174.6M | 47 | 30 |
| Mar 2021 | $1.2B | $1B | $174.6M | 47 | 30 |
| Jan 2021 | $956.7M | $760.5M | $196.2M | 47 | 30 |
| Nov 2020 | $956.7M | $760.5M | $196.2M | 47 | 30 |
| Oct 2020 | $956.7M | $760.5M | $196.2M | 47 | 30 |
| Sep 2020 | $956.7M | $760.5M | $196.2M | 47 | 30 |
| Aug 2020 | $956.7M | $760.5M | $196.2M | 48 | 30 |
| Jul 2020 | $956.7M | $760.5M | $196.2M | 47 | 30 |
| Jun 2020 | $956.7M | $760.5M | $196.2M | 48 | 30 |
| Apr 2020 | $956.7M | $760.5M | $196.2M | 48 | 30 |
| Feb 2020 | $956.7M | $760.5M | $196.2M | 48 | 30 |
| Jan 2020 | $956.7M | $760.5M | $196.2M | 48 | 30 |
| Jan 2020 | $810.8M | $272.1M | $538.7M | 42 | 25 |
| Sep 2019 | $810.8M | $272.1M | $538.7M | 41 | 25 |
| Aug 2019 | $810.8M | $272.1M | $538.7M | 41 | 25 |
| Jul 2019 | $810.8M | $272.1M | $538.7M | 40 | 25 |
| Jun 2019 | $810.8M | $272.1M | $538.7M | 40 | 25 |
| Jun 2019 | $810.8M | $272.1M | $538.7M | 40 | 25 |
| May 2019 | $810.8M | $272.1M | $538.7M | 39 | 25 |
| Mar 2019 | $810.8M | $272.1M | $538.7M | 39 | 25 |
| Nov 2018 | $793.2M | $793.2M | $0 | 38 | 35 |
| Oct 2018 | $760.8M | $27.7M | $733.2M | 39 | 35 |
| Aug 2018 | $760.8M | $27.7M | $733.2M | 40 | 35 |
| Aug 2018 | $760.8M | $27.7M | $733.2M | 39 | 35 |
| Jul 2018 | $760.8M | $27.7M | $733.2M | 38 | 35 |
| Jul 2018 | $685.7M | $24.9M | $660.8M | 36 | 35 |
| Jun 2018 | $685.7M | $24.9M | $660.8M | 37 | 35 |
| Apr 2018 | $685.7M | $24.9M | $660.8M | 35 | 35 |
| Mar 2018 | $685.7M | $24.9M | $660.8M | 36 | 35 |
| Feb 2018 | $630.2M | $18.6M | $611.7M | 39 | 25 |
| Feb 2018 | $630.2M | $18.6M | $611.7M | 38 | 25 |
| Jan 2018 | $630.2M | $18.6M | $611.7M | 39 | 25 |
| Dec 2017 | $544.4M | $0 | $544.4M | 33 | 25 |
| Nov 2017 | $544.4M | $0 | $544.4M | 32 | 25 |
| Oct 2017 | $544.4M | $0 | $544.4M | 31 | 25 |
| Jul 2017 | $544.4M | $0 | $544.4M | 31 | 900 |
| Jul 2017 | $508.7M | $0 | $508.7M | 31 | 900 |
| Jun 2017 | $508.7M | $0 | $508.7M | 31 | 900 |
| May 2017 | $508.7M | $0 | $508.7M | 31 | 900 |
| Apr 2017 | $424.8M | $0 | $424.8M | 31 | 800 |
| Mar 2017 | $424.8M | $0 | $424.8M | 30 | 800 |
| Mar 2017 | $424.8M | $0 | $424.8M | 29 | 800 |
| Dec 2016 | $425.3M | $0 | $425.3M | 29 | 700 |
| Sep 2016 | $407.4M | $0 | $407.4M | 34 | 700 |
| Mar 2016 | $407.4M | $0 | $407.4M | 33 | 700 |
| Dec 2015 | $343.3M | $0 | $343.3M | 33 | 700 |
| Nov 2015 | $343.3M | $0 | $343.3M | 33 | 700 |
| Sep 2015 | $334M | $0 | $334M | 27 | 700 |
| Jun 2015 | $346M | $0 | $346M | 13 | 700 |
| Mar 2015 | $346M | $0 | $346M | 13 | 700 |
| Feb 2015 | $337.6M | $0 | $337.6M | 13 | 600 |
| Feb 2015 | $337.6M | $0 | $337.6M | 13 | 600 |
| Oct 2014 | $252M | $0 | $252M | 14 | 600 |
| Sep 2014 | $252M | $0 | $252M | 14 | 600 |
| Mar 2014 | $252M | $0 | $252M | 13 | 600 |
| Mar 2014 | $174.2M | $0 | $174.2M | 11 | 600 |
| Mar 2014 | $174.2M | $0 | $174.2M | 11 | 600 |
| Mar 2014 | $174.2M | $0 | $174.2M | 11 | 600 |
| Dec 2013 | $174.2M | $0 | $174.2M | 11 | 600 |
| Oct 2013 | $174.2M | $0 | $174.2M | 11 | 600 |
| Apr 2013 | $174.2M | $174.2M | $0 | 9 | 600 |
| Apr 2012 | $144.4M | $0 | $144.4M | 1 | 500 |
| Apr 2011 | $128M | $0 | $128M | 5 | -- |
| Jan 2011 | $91.5M | $0 | $91.5M | 5 | -- |
| May 2010 | $91.5M | $0 | $91.5M | 5 | -- |
| Mar 2009 | $60.3M | $0 | $60.3M | 5 | -- |
| Mar 2007 | $61.8M | $0 | $61.8M | 10 | -- |
| Mar 2006 | $40.4M | $0 | $40.4M | 10 | -- |
DateDec 2025
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$108M
Employees11
Clients4
DateDec 2025
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$108M
Employees10
Clients4
DateJun 2025
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$108M
Employees35
Clients4
DateApr 2025
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$108M
Employees21
Clients4
DateMar 2025
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$108M
Employees21
Clients4
DateFeb 2025
Total AUM$1.1B
Discretionary$980M
Non-Disc.$130M
Employees21
Clients0
DateJan 2025
Total AUM$1.1B
Discretionary$980M
Non-Disc.$130M
Employees21
Clients0
DateMay 2024
Total AUM$1.1B
Discretionary$980M
Non-Disc.$130M
Employees23
Clients0
DateApr 2024
Total AUM$1.1B
Discretionary$980M
Non-Disc.$130M
Employees24
Clients0
DateMar 2024
Total AUM$1.1B
Discretionary$980M
Non-Disc.$130M
Employees24
Clients0
DateMar 2024
Total AUM$1.1B
Discretionary$980M
Non-Disc.$130M
Employees24
Clients0
DateMar 2024
Total AUM$1.1B
Discretionary$980M
Non-Disc.$130M
Employees24
Clients0
DateJan 2024
Total AUM$1B
Discretionary$907.6M
Non-Disc.$129.5M
Employees24
Clients30
DateDec 2023
Total AUM$1B
Discretionary$907.6M
Non-Disc.$129.5M
Employees25
Clients30
DateAug 2023
Total AUM$1B
Discretionary$907.6M
Non-Disc.$129.5M
Employees30
Clients30
DateMar 2023
Total AUM$1B
Discretionary$907.6M
Non-Disc.$129.5M
Employees30
Clients30
DateJun 2022
Total AUM$1.2B
Discretionary$995.9M
Non-Disc.$175.4M
Employees31
Clients20
DateMar 2022
Total AUM$1.2B
Discretionary$995.9M
Non-Disc.$175.4M
Employees32
Clients20
DateJan 2022
Total AUM$1.2B
Discretionary$1B
Non-Disc.$174.6M
Employees36
Clients30
DateNov 2021
Total AUM$1.2B
Discretionary$1B
Non-Disc.$174.6M
Employees36
Clients30
DateOct 2021
Total AUM$1.2B
Discretionary$1B
Non-Disc.$174.6M
Employees36
Clients30
DateSep 2021
Total AUM$1.2B
Discretionary$1B
Non-Disc.$174.6M
Employees48
Clients30
DateSep 2021
Total AUM$1.2B
Discretionary$1B
Non-Disc.$174.6M
Employees48
Clients30
DateAug 2021
Total AUM$1.2B
Discretionary$1B
Non-Disc.$174.6M
Employees47
Clients30
DateJul 2021
Total AUM$1.2B
Discretionary$1B
Non-Disc.$174.6M
Employees47
Clients30
DateJun 2021
Total AUM$1.2B
Discretionary$1B
Non-Disc.$174.6M
Employees47
Clients30
DateMar 2021
Total AUM$1.2B
Discretionary$1B
Non-Disc.$174.6M
Employees47
Clients30
DateJan 2021
Total AUM$956.7M
Discretionary$760.5M
Non-Disc.$196.2M
Employees47
Clients30
DateNov 2020
Total AUM$956.7M
Discretionary$760.5M
Non-Disc.$196.2M
Employees47
Clients30
DateOct 2020
Total AUM$956.7M
Discretionary$760.5M
Non-Disc.$196.2M
Employees47
Clients30
DateSep 2020
Total AUM$956.7M
Discretionary$760.5M
Non-Disc.$196.2M
Employees47
Clients30
DateAug 2020
Total AUM$956.7M
Discretionary$760.5M
Non-Disc.$196.2M
Employees48
Clients30
DateJul 2020
Total AUM$956.7M
Discretionary$760.5M
Non-Disc.$196.2M
Employees47
Clients30
DateJun 2020
Total AUM$956.7M
Discretionary$760.5M
Non-Disc.$196.2M
Employees48
Clients30
DateApr 2020
Total AUM$956.7M
Discretionary$760.5M
Non-Disc.$196.2M
Employees48
Clients30
DateFeb 2020
Total AUM$956.7M
Discretionary$760.5M
Non-Disc.$196.2M
Employees48
Clients30
DateJan 2020
Total AUM$956.7M
Discretionary$760.5M
Non-Disc.$196.2M
Employees48
Clients30
DateJan 2020
Total AUM$810.8M
Discretionary$272.1M
Non-Disc.$538.7M
Employees42
Clients25
DateSep 2019
Total AUM$810.8M
Discretionary$272.1M
Non-Disc.$538.7M
Employees41
Clients25
DateAug 2019
Total AUM$810.8M
Discretionary$272.1M
Non-Disc.$538.7M
Employees41
Clients25
DateJul 2019
Total AUM$810.8M
Discretionary$272.1M
Non-Disc.$538.7M
Employees40
Clients25
DateJun 2019
Total AUM$810.8M
Discretionary$272.1M
Non-Disc.$538.7M
Employees40
Clients25
DateJun 2019
Total AUM$810.8M
Discretionary$272.1M
Non-Disc.$538.7M
Employees40
Clients25
DateMay 2019
Total AUM$810.8M
Discretionary$272.1M
Non-Disc.$538.7M
Employees39
Clients25
DateMar 2019
Total AUM$810.8M
Discretionary$272.1M
Non-Disc.$538.7M
Employees39
Clients25
DateNov 2018
Total AUM$793.2M
Discretionary$793.2M
Non-Disc.$0
Employees38
Clients35
DateOct 2018
Total AUM$760.8M
Discretionary$27.7M
Non-Disc.$733.2M
Employees39
Clients35
DateAug 2018
Total AUM$760.8M
Discretionary$27.7M
Non-Disc.$733.2M
Employees40
Clients35
DateAug 2018
Total AUM$760.8M
Discretionary$27.7M
Non-Disc.$733.2M
Employees39
Clients35
DateJul 2018
Total AUM$760.8M
Discretionary$27.7M
Non-Disc.$733.2M
Employees38
Clients35
DateJul 2018
Total AUM$685.7M
Discretionary$24.9M
Non-Disc.$660.8M
Employees36
Clients35
DateJun 2018
Total AUM$685.7M
Discretionary$24.9M
Non-Disc.$660.8M
Employees37
Clients35
DateApr 2018
Total AUM$685.7M
Discretionary$24.9M
Non-Disc.$660.8M
Employees35
Clients35
DateMar 2018
Total AUM$685.7M
Discretionary$24.9M
Non-Disc.$660.8M
Employees36
Clients35
DateFeb 2018
Total AUM$630.2M
Discretionary$18.6M
Non-Disc.$611.7M
Employees39
Clients25
DateFeb 2018
Total AUM$630.2M
Discretionary$18.6M
Non-Disc.$611.7M
Employees38
Clients25
DateJan 2018
Total AUM$630.2M
Discretionary$18.6M
Non-Disc.$611.7M
Employees39
Clients25
DateDec 2017
Total AUM$544.4M
Discretionary$0
Non-Disc.$544.4M
Employees33
Clients25
DateNov 2017
Total AUM$544.4M
Discretionary$0
Non-Disc.$544.4M
Employees32
Clients25
DateOct 2017
Total AUM$544.4M
Discretionary$0
Non-Disc.$544.4M
Employees31
Clients25
DateJul 2017
Total AUM$544.4M
Discretionary$0
Non-Disc.$544.4M
Employees31
Clients900
DateJul 2017
Total AUM$508.7M
Discretionary$0
Non-Disc.$508.7M
Employees31
Clients900
DateJun 2017
Total AUM$508.7M
Discretionary$0
Non-Disc.$508.7M
Employees31
Clients900
DateMay 2017
Total AUM$508.7M
Discretionary$0
Non-Disc.$508.7M
Employees31
Clients900
DateApr 2017
Total AUM$424.8M
Discretionary$0
Non-Disc.$424.8M
Employees31
Clients800
DateMar 2017
Total AUM$424.8M
Discretionary$0
Non-Disc.$424.8M
Employees30
Clients800
DateMar 2017
Total AUM$424.8M
Discretionary$0
Non-Disc.$424.8M
Employees29
Clients800
DateDec 2016
Total AUM$425.3M
Discretionary$0
Non-Disc.$425.3M
Employees29
Clients700
DateSep 2016
Total AUM$407.4M
Discretionary$0
Non-Disc.$407.4M
Employees34
Clients700
DateMar 2016
Total AUM$407.4M
Discretionary$0
Non-Disc.$407.4M
Employees33
Clients700
DateDec 2015
Total AUM$343.3M
Discretionary$0
Non-Disc.$343.3M
Employees33
Clients700
DateNov 2015
Total AUM$343.3M
Discretionary$0
Non-Disc.$343.3M
Employees33
Clients700
DateSep 2015
Total AUM$334M
Discretionary$0
Non-Disc.$334M
Employees27
Clients700
DateJun 2015
Total AUM$346M
Discretionary$0
Non-Disc.$346M
Employees13
Clients700
DateMar 2015
Total AUM$346M
Discretionary$0
Non-Disc.$346M
Employees13
Clients700
DateFeb 2015
Total AUM$337.6M
Discretionary$0
Non-Disc.$337.6M
Employees13
Clients600
DateFeb 2015
Total AUM$337.6M
Discretionary$0
Non-Disc.$337.6M
Employees13
Clients600
DateOct 2014
Total AUM$252M
Discretionary$0
Non-Disc.$252M
Employees14
Clients600
DateSep 2014
Total AUM$252M
Discretionary$0
Non-Disc.$252M
Employees14
Clients600
DateMar 2014
Total AUM$252M
Discretionary$0
Non-Disc.$252M
Employees13
Clients600
DateMar 2014
Total AUM$174.2M
Discretionary$0
Non-Disc.$174.2M
Employees11
Clients600
DateMar 2014
Total AUM$174.2M
Discretionary$0
Non-Disc.$174.2M
Employees11
Clients600
DateMar 2014
Total AUM$174.2M
Discretionary$0
Non-Disc.$174.2M
Employees11
Clients600
DateDec 2013
Total AUM$174.2M
Discretionary$0
Non-Disc.$174.2M
Employees11
Clients600
DateOct 2013
Total AUM$174.2M
Discretionary$0
Non-Disc.$174.2M
Employees11
Clients600
DateApr 2013
Total AUM$174.2M
Discretionary$174.2M
Non-Disc.$0
Employees9
Clients600
DateApr 2012
Total AUM$144.4M
Discretionary$0
Non-Disc.$144.4M
Employees1
Clients500
DateApr 2011
Total AUM$128M
Discretionary$0
Non-Disc.$128M
Employees5
Clients--
DateJan 2011
Total AUM$91.5M
Discretionary$0
Non-Disc.$91.5M
Employees5
Clients--
DateMay 2010
Total AUM$91.5M
Discretionary$0
Non-Disc.$91.5M
Employees5
Clients--
DateMar 2009
Total AUM$60.3M
Discretionary$0
Non-Disc.$60.3M
Employees5
Clients--
DateMar 2007
Total AUM$61.8M
Discretionary$0
Non-Disc.$61.8M
Employees10
Clients--
DateMar 2006
Total AUM$40.4M
Discretionary$0
Non-Disc.$40.4M
Employees10
Clients--