RIA Intel›Advisers›Virginia›ACADIA FINANCIAL SERVICES, LLC

ACADIA FINANCIAL SERVICES, LLC

Advisory

VA

Data as of Jan 8, 2026 · Source: SEC Form ADV

Average account
$89K
across 73 accounts
AUM per adviser
$6M
1 adviser

Source: SEC Form ADV. Figures as filed Jan 8, 2026.

Total AUM
$6M
Discretionary %
100%
Clients
20
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$6M
Discretionary AUM$6M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients20
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InMD, VA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in VA

Closest by assets under management. All figures from Form ADV.

BACK BAY ADVISORS, LLC
$6M
CHATHAM WEALTH MANAGEMENT, LLC
$6M
WEALTH PLANNING, INC.
$6M
SPLIZER INVEST, LLC
$6M
TMG INVESTMENT ADVISORY COMPANY
MCLEAN, VA
$7M
-69.0% 1Y
SWIFT CREEK WEALTH MANAGEMENT LLC
$6M

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