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ACORN FINANCIAL ADVISORY SERVICES, INC.

RESTON, VA · CRD 116763 · IAPD ↗ · acorn-financial.com · (703) 293-3100

$1.40BRegulatory AUM
11Advisory reps
11Employees
4Clients
More than 500Planning clients
0Private funds
29States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

30
June 2026 — ACORN FINANCIAL ADVISORY SERVICES, INC. changed its website from olddominionira.com to acorn-financial.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
45
June 2026 — ACORN FINANCIAL ADVISORY SERVICES, INC. filed an Item 4A succession naming ACORN FINANCIAL ADVISORY SERVICES, INC. (CRD 116763) — an entity change, not a deal.
Item 4A succession where the acquired firm is the same business (entity change, not a deal).
Integration & migration consultingCompliance
55
January 2026 — ACORN FINANCIAL ADVISORY SERVICES, INC. shrank from 17 to 11 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
75
July 2025 — ACORN FINANCIAL ADVISORY SERVICES, INC. grew from 12 to 17 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
63
April 2025 — ACORN FINANCIAL ADVISORY SERVICES, INC. reports More than 500 financial-planning clients, up from 251-500.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
30
May 2024 — ACORN FINANCIAL ADVISORY SERVICES, INC. changed its website from acorn-financial.com to olddominionira.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
49
April 2024 — ACORN FINANCIAL ADVISORY SERVICES, INC. notice-filed in IN, MT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.