Acorns
Registered investment adviser · Irvine, CA · CRD #165926
Form ADV data as of 2026-09-01Regulatory assets
$13.39 billion
Total accounts
5,152,940
Employees
302
Disclosure events
2
Firm details
- Website: https://x.com/acornssupport
- Telephone: 855-739-2859
- SEC file number: 801-78602
- Most recent Form ADV filing: 2026-08-03
- SEC record: View this firm on the SEC's IAPD site
Disciplinary disclosures
This firm reports 1 disclosure question answered Yes, covering 2 reported events. Form ADV Item 11 covers charges and pending proceedings as well as findings, so a Yes answer is not itself a finding of wrongdoing. The underlying detail is filed with the SEC.
- A self-regulatory organization found a violation of its rules
Assets and accounts
| Provides continuous and regular supervisory or management services | Yes |
| Discretionary regulatory assets under management | $13.26 billion |
| Non-discretionary regulatory assets under management | $127.3 million |
| Total regulatory assets under management | $13.39 billion |
| Discretionary accounts | 4,921,411 |
| Non-discretionary accounts | 231,529 |
| Total accounts | 5,152,940 |
| Regulatory assets under management attributable to non-U.S. persons | $0 |
People
| Total employees (excluding clerical) | 302 |
| Employees performing investment advisory functions (including research) | 14 |
| Employees who are registered representatives of a broker-dealer | 21 |
| Employees registered as investment adviser representatives with a state | 14 |
| Employees registered as IARs for another investment adviser | 0 |
| Employees who are licensed insurance agents | 0 |
| Firms or persons who solicit advisory clients on the firm's behalf | 0 |
Custody
| Has custody of client cash or bank accounts | No |
| Has custody of client securities | Yes |
| Client funds and securities held in the firm's custody | $13.39 billion |
| Clients for whom the firm has custody | 5,152,940 |
| A related person has custody of client cash or bank accounts | No |
| A related person has custody of client securities | Yes |
| Client funds and securities held in a related person's custody | $13.39 billion |
| Clients for whom a related person has custody | 5,152,940 |
| The firm acts as a qualified custodian | No |
| A related person acts as a qualified custodian | Yes |
| Number of persons acting as qualified custodians for the firm's clients | 1 |
How the firm is compensated
Advisory services offered
Affiliated related persons
Reported conflicts of interest
Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:
- Buys or sells for itself securities it also recommends to clients
- Brokers or dealers selected under 8.C.(3) are related persons
- Recommends brokers or dealers to clients
- Brokers or dealers recommended under 8.E. are related persons
- Compensates a non-employee for client referrals
Client types
| Type of client | Clients | Assets |
|---|---|---|
| Individuals (other than high net worth individuals) | 8,158,308 | $13.35 billion |
| High net worth individuals | 21 | $35.3 million |