Insights

Growth momentum Acorn Financial Services has been recognized as a Top 50 Fastest-Growing Firm among over 12,000 RIAs, indicating rapid growth potential and increased advisor headcount that may require additional back-office support, technology, and scalable compliance solutions.

Scale readiness With 51-200 employees and a SEC Registered Investment Adviser framework, they may benefit from enhanced cybersecurity, data management, and cloud-based collaboration tools to sustain client service levels as they scale.

Digital optimization Current tech stack includes web and form integrations (jQuery, Gravity Forms, Google tools) suggesting an opportunity to offer modernized client portals, secure messaging, and analytics-driven client experience enhancements.

Wealth planning As a comprehensive financial planning firm focused on growing and protecting client wealth, there is potential for advanced financial planning software, portfolio optimization, risk assessment tools, and asset-liability management solutions.

Strategic partnerships Affiliation structure with AFAS as an RIA and SFA as a broker-dealer signals openness to partner with custodians, compliance services, and advisory technology platforms that streamline regulatory reporting and trading workflows.

Acorn Financial Services Tech Stack

Acorn Financial Services uses 8 technology products and services including cdnjs, jQuery Migrate, Google Maps, and more. Explore Acorn Financial Services's tech stack below.

  • cdnjs
    Content Delivery Network
  • jQuery Migrate
    Javascript Libraries
  • Google Maps
    Maps
  • Priority Hints
    Performance
  • ZURB Foundation
    UI Frameworks
  • HTTP/3
    Web & Portal Technology
  • AddToAny Share Buttons
    Web Platform Extensions
  • Sitelinks Search Box
    Web Tools And Plugins

Acorn Financial Services's Email Address Formats

Acorn Financial Services uses at least 1 format(s):
Acorn Financial Services Email FormatsExamplePercentage
FLast@acorn-financial.comJDoe@acorn-financial.com
73%
First.Last@acorn-financial.comJohn.Doe@acorn-financial.com
22%
Last@acorn-financial.comDoe@acorn-financial.com
4%
FirstLast@acorn-financial.comJohnDoe@acorn-financial.com
1%

Frequently Asked Questions

What is Acorn Financial Services's phone number?

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You can contact Acorn Financial Services's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Acorn Financial Services's official website and social media links?

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Acorn Financial Services's official website is acorn-financial.com and has social profiles on LinkedIn.

How much revenue does Acorn Financial Services generate?

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As of July 2026, Acorn Financial Services's annual revenue is estimated to be $10M - $25M.

What is Acorn Financial Services's SIC code NAICS code?

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Acorn Financial Services's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies NAICS code is 52 - Finance and Insurance.

How many employees does Acorn Financial Services have currently?

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As of July 2026, Acorn Financial Services has approximately 59 employees across 5 continents, including North AmericaAfricaEurope. Key team members include Partner, Senior Private Wealth Consultant: D. W.Director Of Compliance: N. H.Brokerage Manager: R. P.. Explore Acorn Financial Services's employee directory with LeadIQ.

What industry does Acorn Financial Services belong to?

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Acorn Financial Services operates in the Financial Services industry.

What technology does Acorn Financial Services use?

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Acorn Financial Services's tech stack includes cdnjsjQuery MigrateGoogle MapsPriority HintsZURB FoundationHTTP/3AddToAny Share ButtonsSitelinks Search Box.

What is Acorn Financial Services's email format?

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Acorn Financial Services's email format typically follows the pattern of FLast@acorn-financial.com. Find more Acorn Financial Services email formats with LeadIQ.

When was Acorn Financial Services founded?

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Acorn Financial Services was founded in 1996.
Acorn Financial Services logo

Acorn Financial Services

Financial ServicesVirginia, United States51-200 Employees

Acorn Financial Services is a financial planning firm serving individuals and small business owners across the United States. Planning services are provided through AFAS, an SEC-registered investment adviser, with securities offered by SFA, a FINRA/SIPC-member broker-dealer; the two entities are unaffiliated. Based in Reston, Virginia, the firm focuses on simplifying financial lives, optimizing investments, and building plans to grow and preserve wealth, with investments carrying inherent risk. Core principles emphasize honest, transparent communication, responsiveness, and timely, knowledgeable guidance to earn client trust. In 2020, Acorn Equity Partners, LLC was recognized by Financial Advisor Magazine as one of the Top 50 Fastest-Growing Firms.

Section iconCompany Overview

Phone number
SIC Code
6211 - Security Brokers, Dealers, and Flotation Companies
NAICS Code
52 - Finance and Insurance
Founded
1996
Employees
51-200

Section iconFunding & Financials

  • $10M - $25M

    Acorn Financial Services's revenue is estimated to be in the range of $10M - $25M

Section iconFunding & Financials

  • $10M - $25M

    Acorn Financial Services's revenue is estimated to be in the range of $10M - $25M

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