ACORN FINANCIAL ADVISORY SERVICES, INC.
C33
CRD 116763·SEC 801-66477·RESTON, VA
AUM
$1.40B
$1B+
Est. Revenue
$14.0M
@ 1% on AUM
Est. EBITDA
$4.2M
@ 30% margin
Est. Deal Value
$33.6M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $810.8M
'21 · $956.7M
'22 · $1.19B
'23 · $1.17B
'25 · $1.23B
'26 · $1.40B
'20'26
$810.8M → $1.40B▲ +73%
Operations
Advisory staff (5-yr trend)
'20 · 28 advisors
'21 · 29 advisors
'22 · 25 advisors
'23 · 24 advisors
'25 · 17 advisors
'26 · 11 advisors
'20'26
28 advisors → 11 advisors▼ -61%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (17)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
1900 CAMPUS COMMONS DR.SUITE 600RESTON, VA 20191
Business
1900 CAMPUS COMMONS DR.SUITE 600RESTON, VA 20191
Edgar Recent Filings
13F-HR2026-04-24 · 0002085853-26-000489
13F-HR2026-02-03 · 0002085853-26-000172
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited