Firm profile

ACORNS

IRVINE, CACRD 165926Latest ADV March 30, 2026

Acorns is an SEC registered investment adviser organized as a limited liability company with a primary office location in Irvine, CA. Its latest Form ADV filing, dated March 30, 2026, reports $13.4B in regulatory assets under management, 302 employees, and 5,152,940 accounts.

Assets Under Management
$13.4B
Employees
302
Offices
--
Total Clients
8,158,329
Primary office
IRVINE, CA
5300 CALIFORNIA AVENUE, IRVINE, CA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CEOBeau Sullivan
CCODenise A. Chisolm

Advisory services offered

1 types reported
Portfolio management for individuals and small businesses

Fee models offered

1 types reported
Fixed fees
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 100.0% of total clients.
Top client categories% of clientsClients
1
Individuals
100.0%
8,158,308
Additional categories (<0.1%)
HNWI21 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$13.4Bas of March 30, 2026
Discretionary99.0%
$13.3B
99% of total RAUM99.0%
Non-discretionary1.0%
$127M
1% of total RAUM1.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$13.4B
Total Accounts5,152,940
10Y AUM Change+$12.9B (+2433.7%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees302
Clients per Employee27014:1
10Y Employee Change+290 (+2416.7%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.