John Ryan Forbrich
CFP®Professional Summary
John Ryan Forbrich, CFP®, who also goes by J Ryan Forbrich, Ryan Forbrich, is a registered financial advisor currently at ACORN FINANCIAL ADVISORY SERVICES, INC. located in Manassas, Virginia and QUINCY WELLS CAPITAL, LLC located in Chicago, Illinois. John is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2002. John has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
J Ryan Forbrich, Ryan Forbrich
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Contact Information
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Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Credentials
Years of Experience
24 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
ACORN FINANCIAL ADVISORY SERVICES, INC. | THE STRATEGIC FINANCIAL ALLIANCE, INC. | SMITH & ATKINSON | RAUSCH FINANCIAL | PETER J. E. GROSE DBA ACORN FINANCIAL ADVISORY SERVICES, INC. | OLD DOMINION INVESTMENT & RETIREMENT SERVICES | KEITH CULBERTSON & ASSOCIATES, INC. | KC&A FINANCIAL SERVICES | K. O'SHAUGHNESSY DBA ACORN FINANCIAL SERVICES | HERITAGE FINANCIAL | H.W. REINHARDT & CO. | COOKE CAPITAL | CANTO, RAUSCH, DECK & CO., P. C. | ALLEGIANCE FINANCIAL | ACORN FINANCIAL SERVICES, INC. | ACORN FINANCIAL SERVICES
Contact Information
Main Address
1900 Campus Commons Drive Suite 600, Reston, VA 20191Phone Number
(703) 293-3100# of Employees
11SEC notice filing (29 States and Territories)
Registered to provide investment advisory services in 29 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
4,566AUM (Assets Under Management)
$1,398,636,857Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 08/06/2026 | Cover Page | Report |
| 10/08/2025 | Cover Page | Report |
| 01/10/2025 | Cover Page | Report |
| 12/18/2023 | Cover Page | Report |
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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Primary Firm SEC Registration
ACORN FINANCIAL ADVISORY SERVICES, INC. | THE STRATEGIC FINANCIAL ALLIANCE, INC. | SMITH & ATKINSON | RAUSCH FINANCIAL | PETER J. E. GROSE DBA ACORN FINANCIAL ADVISORY SERVICES, INC. | OLD DOMINION INVESTMENT & RETIREMENT SERVICES | KEITH CULBERTSON & ASSOCIATES, INC. | KC&A FINANCIAL SERVICES | K. O'SHAUGHNESSY DBA ACORN FINANCIAL SERVICES | HERITAGE FINANCIAL | H.W. REINHARDT & CO. | COOKE CAPITAL | CANTO, RAUSCH, DECK & CO., P. C. | ALLEGIANCE FINANCIAL | ACORN FINANCIAL SERVICES, INC. | ACORN FINANCIAL SERVICES
State Registrations and Notice Filings
(5/1/2026)
(5/1/2026)
(5/1/2026)
(5/1/2026)
(5/1/2026)
(9/27/2017)
(5/1/2026)
(3/22/2017)
(5/1/2026)
(5/1/2026)
(5/1/2026)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Oct 2002About the Series 6 examSRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view John Ryan Forbrich's CRS (Customer Relationship Summary).
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