Clients
Acorns Advisers serves 8,158,329 clients, 8,158,308 of them other individuals. The average client has about $2,000 with the firm, and high-net-worth clients hold 0% of its $13.4 billion in assets.
- Individuals8,158,308 clients100%
What it does
Acorns Advisers provides portfolio management for individuals and small businesses. It is paid through fixed fees.
Acorns Advisers provided financial planning to 0 clients last fiscal year and advises no private funds.
99.0% of assets ($13.26B across 4,921,411 accounts) are managed with discretion; $127.3M across 231,529 accounts are not. $13.39B sits in a wrap fee program the firm both sponsors and manages. 0% of clients are outside the U.S., and 0 clients received advice without assets under management last fiscal year.
Show the full tableHide the full table
| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 8,158,308 | $13,351,061,795 | 99.7% | $2K |
| High-net-worth individuals | 21 | $35,286,280 | 0.3% | $1.68M |
| Total | 8,158,329 | $13,386,348,075 | 100% | $2K |
- Regulatory AUM
- $13,351,061,795
- Share
- 99.7%
- Avg. per client
- $2K
- Regulatory AUM
- $35,286,280
- Share
- 0.3%
- Avg. per client
- $1.68M
What the accounts hold
- Stocks100%
Custodians
Acorns Advisers has custody of $13.39B for 5,152,940 clients.
- All other custodians$13.39B100%
Ownership and leadership
Acorns Grow Incorporated owns 75% or more of Acorns Advisers, and Beau Sullivan is its CEO.
- Owns 75% or more of Acorns Advisers, LLC
Acorns Grow Incorporated
Control person · since September 2012
Leadership
- Beau SullivanChief Executive Officer
- Denise ChisolmChief Compliance Officer
Staff
- 302 employees
- 14 in advisory functions
- 14 state-registered reps
- 21 broker-dealer reps
Reported holdings
Acorns Advisers’ reported 13F holdings total $15.3M across 107 positions, and the ten largest make up 95.7% of it.
- $15.3M
- Reported 13F value
- 107
- Positions
- 95.7%
- In the 10 largest
- +14.0%
- Value vs. prior quarter
- Vanguard Index Fds · S&P 500 ETF Shs43.5%
- iShares TR · Core MSCI Total23.2%
- iShares TR · Core US Aggbd ET9.4%
- iShares TR · Core S&P Mcp ETF7.1%
- iShares TR · Core 1 5 YR Usd4.0%
- iShares TR · Core S&P Scp ETF3.6%
- iShares TR · Esg Awr MSCI USA2.8%
- iShares TR · Esg AW MSCI Eafe1.1%
- Proshares TR · Bitcoin Strate0.5%
- iShares TR · MSCI USA Esg Slc0.5%
Together, the ten largest are 95.7% of reported value.
A 13F covers only exchange-traded long positions the firm holds with discretion, so this $15.3M is not its $13.39B in regulatory assets and does not represent any individual client's portfolio.
Fees
Acorns Advisers is paid through fixed fees (other than subscription fees).
Acorns Advisers’ fee rates are not included in this profile. Read its fee schedule in its SEC-filed brochure.
Offices and registrations
Besides its headquarters, Acorns Advisers has 0 offices, with 1 listed address in 1 state.
California · 1 listed address
- 5300 California Avenue, IrvineHQ
Registration details
- Legal name
- Acorns Advisers, LLC
- Headquarters
- 5300 California Avenue, Irvine, CA 92617
- Phone
- 855-739-2859
- Website
- www.acorns.com
- SEC file
- 801-78602
- Structure
- Delaware LLC
- Fiscal year end
- December
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov
Common questions
How many clients does Acorns Advisers have?
Acorns Advisers has 8,158,329 clients and manages $13.4 billion for them, as of August 2026. They include 8,158,308 other individuals and 21 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 3 August 2026
What services does Acorns Advisers offer?
Acorns Advisers provides portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does Acorns Advisers have?
Acorns Advisers has 14 investment adviser representatives registered with state securities authorities, out of 302 employees, and 14 perform investment advisory functions. 21 are registered representatives of a broker-dealer and 0 are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Acorns Advisers invest in?
At the end of its last fiscal year, Acorns Advisers’ separately managed accounts held 100% exchange-traded equities. It advises no private funds of its own.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Acorns Advisers have a minimum investment?
No, Acorns Advisers has no minimum account size.
Source: Part 2A brochure, Items 5 and 7
Who owns Acorns Advisers?
Acorns Advisers’ direct owner is Acorns Grow Incorporated (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 3 August 2026
How does Acorns Advisers get paid?
Acorns Advisers is paid through fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file