Acorn Asset Management LLC

RIASEC Registered

Total AUM

$6.6M

Discretionary

$6.6M

100% of AUM

Avg account

$413K

Accounts

Employees

Advisory reps

Firm details

Headquarters: Princeton, New Jersey
CRD number: 340572
Registered since: March 4, 2026
Website: www.acornassetmanagement.com
Custodians: ALTRUIST FINANCIAL LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI67.58%
Individuals32.42%
Services: Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Acorn Asset Management LLC is an independent, individual-owned registered investment adviser focused on serving individual and family clients. The firm combines fee arrangements that include a percentage of assets under management, hourly charges, and fixed fees to deliver financial planning, portfolio management for individuals and small businesses, and pension consulting services. Acorn reports a single-state adviser footprint, does not market itself as an ESG-focused investor, and lists traditional advisory activities rather than operating as a capital allocator or a related adviser.