Acorn Financial Advisory Services, Inc.

Overview

Acorn Financial Advisory Services, Inc. is an independent, owner-operated registered investment adviser that provides fee-based wealth management and financial planning to both individual/family and institutional clients. The firm acts as a capital allocator, blending portfolio management with fiduciary services such as planning, pension consulting and selection of third-party advisers. Service lines include financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, and educational workshops. Fee arrangements are mixed—percentage of AUM plus hourly, fixed-fee and other billing options. Acorn does not position itself as an active ESG investor. The firm maintains relationships with other professional service providers — accounting firms, law firms and pension consultants — and has been involved as a sponsor of limited partnerships and as sponsor/GP or managing member of pooled investment vehicles. Acorn was recognized in industry lists in 2020, appearing in Financial Times’ Top 300 RIA firms and in FA Magazine’s Top RIA firms that year.

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Public Holdings

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Location & Offices