ACORNS

Legal name: ACORNS ADVISERS, LLC

CRD 165926File 801-78602

APPROVED

Retail clients

Custody

Disclosure events

Filing as of Aug 3, 2026

Feed vintage Oct 1, 2026

Regulatory AUM

$13.39B

Top 10% of cohort (national)

Discretionary AUM

$13.26B

Non-discretionary $127.3M

Clients

8,158,329

5,152,940 accounts

Employees

302

Top 10% of cohort in CA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: LARO
Registration date: Sep 23, 2013
Principal office: 5300 CALIFORNIA AVENUE, IRVINE, CA, 92617
Phone: 855-739-2859
Website: HTTP://WWW.ACORNS.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $13.39B
Discretionary AUM: $13.26B
Non-discretionary AUM: $127.3M
Discretionary accounts: 4,921,411
Non-discretionary accounts: 231,529
Total accounts: 5,152,940
AUM per client: $2K

Clients by type

ADV Item 5D

Client type	Clients	AUM
High net worth individuals	21	$35.3M
Individuals (other than high net worth individuals)	8,158,308	$13.35B

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees

Advisory activities

Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: Yes
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: Yes
Related Person Custody Securities: No

Disclosure events

ADV Item 11

Q11E2

Filed changes

Date	Field	From	To	Change
Apr 1, 2026	Employees	305	302	decreased by3
Apr 1, 2026	Clients	7,767,132	8,158,329	increased by391,197
Apr 1, 2026	AUM	$10,380,859,924	$13,386,348,075	increased by$3,005,488,151
Apr 1, 2026	Accounts	4,813,137	5,152,940	increased by339,803
May 1, 2025 vs Oct 1, 2022	Employees	365	305	decreased by60
May 1, 2025 vs Oct 1, 2022	Clients	4,612,804	7,767,132	increased by3,154,328
May 1, 2025 vs Oct 1, 2022	AUM	$6,170,671,192	$10,380,859,924	increased by$4,210,188,732
May 1, 2025 vs Oct 1, 2022	Accounts	4,612,804	4,813,137	increased by200,333
Apr 1, 2022	Clients	4,523,985	4,612,804	increased by88,819
Apr 1, 2022	AUM	$5,882,826,172	$6,170,671,192	increased by$287,845,020
Apr 1, 2022	Accounts	6,062,409	4,612,804	decreased by1,449,605
Jan 1, 2022	Employees	304	365	increased by61
Jan 1, 2022	Clients	4,345,537	4,523,985	increased by178,448
Jan 1, 2022	AUM	$4,736,342,917	$5,882,826,172	increased by$1,146,483,255
Jan 1, 2022	Accounts	5,165,368	6,062,409	increased by897,041

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “ACORNS” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ACORNS” may also match similarly-named firms). Confirm identity against each filing.

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.