Acorn Financial Advisory Services, Inc.

Overview

Acorn Financial Advisory Services, Inc. is an independent registered investment adviser organized as a corporation and operating since 2006. The firm serves both individuals and families as well as institutional clients, and the owner structure is individual. Its advisory offerings emphasize financial planning and portfolio management across individuals/small businesses and larger business or institutional sponsors. Acorn also provides pension consulting support, selects third‑party advisers for clients, and runs educational seminars and workshops. The firm charges a mix of fee types (percentage of AUM, hourly and fixed fees, plus other arrangements) and acts as a capital allocator that places client capital with external managers as part of its solution set. Acorn is not an active ESG investor and is not registered as a multi‑state adviser. Acorn’s public recognition includes placement on the Financial Times’ Top 300 RIA Firms list in 2020 and a Top RIA Firms mention from Financial Advisor Magazine in 2020. Industry affiliations disclosed include relationships with accountants and law firms, engagement with pension consultants, and roles as sponsor or managing member of pooled investment vehicles.

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