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- Custodian
- American Funds · Betterment · Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-01-2014
- Office Locations
- 3
Office Locations
About Acorn Wealth Advisors, LLC
Acorn Wealth Advisors is an independent, fee-based RIA in Grand Blanc, MI providing wealth management and retirement planning, combining comprehensive financial planning with custom portfolio design and ongoing management. Serves retail clients including retirees and business owners, often implementing portfolios with ETFs and mutual funds. Leverages eMoney for planning and custody through Charles Schwab.
Reported data analysis
What the numbers show
Between November 13, 2025 and June 11, 2026, reported AUM increased 30.6%, from $429.9M to $561.4M.
Across 5 reported observations, AUM increased 68.4% between November 15, 2022 and June 11, 2026, from $333.3M to $561.4M.
Of the latest reported AUM, 98.5% is discretionary and 1.5% is non-discretionary.
The firm reports 5 advisory representatives and 828 clients, or 165.6 clients per representative. That equates to $678.0K in reported AUM per client.
The profile lists 3 reported office locations and 12 years in operation. The source data was last updated on June 11, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
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Owner & Executives
TODD PAUL TARANTINO
Certified Financial Planner, Chief Executive Officer, Managing Member
- CRD
- #2189943
- Ownership
- 75% or more
NOAH C MORGAN
Certified Financial Planner, PRINCIPAL
- CRD
- #5425408
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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JAMES JOSEPH BARRETT JR
Financial Advisor
- CRD
- #3069397
BENJAMIN DEAN OLIVER
Private Wealth Advisor
- CRD
- #6381383
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $553,128,799 | $260,787 |
| Non-Discretionary | $8,230,589 | $748,235 |
| Total | $561,359,388 | $263,302 |
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Separately Managed Accounts
SMA allocation detail is available
Acorn Wealth Advisors, LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Acorn Wealth Advisors, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.