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ACORNS

Legal name: ACORNS ADVISERS, LLC

CRD 165926File 801-78602
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Aug 3, 2026
Feed vintage Aug 17, 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

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 typeClientsAUM
High net worth individuals21$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

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

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.