firm profile
Acorn Financial Advisory Services, Inc.
Overview
Acorn Financial Advisory Services, Inc. is an SEC registered investment adviser based in Reston, VA, registered since 2006. It reports $1.4B in assets under management across 4,566 accounts, with 11 employees. It has 18 investment adviser representatives.
- Reported AUM
- $1.4B
- Discretionary
- 84%
- Accounts
- 4,566
- Average account
- $306K
- Employees
- 11
- Advisory reps
- 18
- Registered since
- 2006
- Jurisdictions
- 29
As reported in the firm's June 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees, Hourly Charges, Other Fees and Percentage of Assets
Executive officers 1 of 1
- James Michael Gambaccini Chief Executive Officer, Chief Compliance Officer, President CRD 4619759
Advisory reps 3 of 18
- Kerby Russell Baden Investment Adviser Rep CRD 6744101
- Vincent Jonathan Barrett Insurance Agent · Investment Adviser Rep CRD 6466393
- Steven Franklin Brandt Investment Adviser Rep CRD 2323730
15 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 1900 Campus Commons Dr Ste 600
Reston, VA 20191 - County
- Fairfax
- Metro area
- Washington-Arlington-Alexandria, DC-VA-MD-WV
- Region
- South
Registrations
- SEC registered
- Registered in 29 jurisdictions
- Website: acorn-financial.com
Every state, with registration dates
Similar firms near Reston
- Mason Investment Advisory Services IncReston, VA$15.7B AUM
- The Burney CompanyReston, VA$3.6B AUM
- Hopwood Financial Services, Inc.Reston, VA$75M AUM
- Reston Wealth ManagementReston, VA$59M AUM
- Sentinel Wealth Management, Inc.Reston, VA$389M AUM
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