$13.4B Total AUM
$13.3B Disc. AUM
28.6% 3Y CAGR
302 Employees
8,158,329 ADV. Clients
12 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Broadridge · Drivewealth · RBC · US Bank
- Clients
- Retail
- Platforms
- WaveWave +more
- Established Date
- 09-23-2013
- Office Locations
- 13
Office Locations
5300 California Avenue Irvine CA
-- Arlington VA
-- Beverly Hills CA
About Acorns
Acorns is a retail financial wellness app that automates saving, spending, and investing for beginners and families. Users can invest spare change into expert-built, diversified ETF portfolios, save and spend via high-yield checking and emergency savings, and invest for retirement through Acorns Later (including a 3% first-year IRA match with Acorns Gold). Acorns Early adds kids debit cards with parental controls, allowance tools, and in-app education.
Team overview
31 AVG AGE
$956.2M AVG AUM / ADVISOR
$1.6K AVG AUM / CLIENT
5.1 yrs AVG TENURE
302 Employees
14 Advisory Reps
14 RIA Reps
12yrs Firm Age
Insights
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Asset Classes
Fusion Foundation quantum Frontier ridge Meridian Catalyst oak Foundation optima Vector Unison Value
CRM
Delta eagle
Custodian
Ridge element Delta Summit Insight optima Vector legacy Value catalyst Element summit Eagle ridge Summit Beacon Bridge North Quantum timber Vector Capital horizon Eagle bridge Eagle Bridge
Fund Managers
Value Beacon
Investment Themes
Foundation matrix Wave momentum Momentum Vertex Unison prime Bridge
Investment Vehicles
Vector
Platform
Crest Legacy
Services
Alpha Vector Bridge optima Delta peak Ridge vital Vector momentum Oak insight
Technology
Catalyst Atlas Crest Element matrix Quantum
Owner & Executives
D
Denise Chisolm
Chief Compliance Officer
- CRD
- #2743307
- Ownership
- Less than 5%
(230) 679-1244
momentum.bridge@eaglecapital.com
in linkedin.com/in/crest-capital
Beau Sullivan
Chief Executive Officer
- CRD
- #5151289
- Ownership
- Less than 5%
(873) 826-7197
pathway.wave@capitalcapital.com
in linkedin.com/in/prime-vital
Showing 2 of 2 owners & executives
Unlock allContacts
J
Julie Ann Albright
--
- CRD
- #6041776
(549) 200-6769
element.insight@northcapital.com
in linkedin.com/in/foundation-momentum
A
Alyssa Mieko Arney
--
- CRD
- #6888291
(610) 256-7086
radial.bridge@momentumcapital.com
in linkedin.com/in/glacier-oak
B
Beacon delta
Peak peak beacon
- CRD
- #81019
(409) 884-5326
capital.prime@vertexcapital.com
in linkedin.com/in/ember-glacier
Showing 2 of 14 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $13,259,005,260 | $2,694 |
| Non-Discretionary | $127,342,815 | $550 |
| Total | $13,386,348,075 | $2,598 |
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Separately Managed Accounts
Total SMA Asset: $13,386,348,075
Equity - Exchange:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $7,788,874,380 | 100.0% |
| Total | $7,788,874,380 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| FRONTIER VERTEX OPTIMA | FOUNDATION HORIZON | 2U4TTTUAC | DSDA | 6.67% | $6,294,492 |
| TIMBER TIMBER | PEAK HORIZON | DY5RGKVVG | MGNZN | 2.35% | $78,837,989 |
| TIMBER CREST OAK | PIONEER CATALYST | SCYO3C2AR | HFAH | 2.44% | $105,983,301 |
| PATHWAY FOUNDATION VECTOR | HORIZON MATRIX | UO78U76O4 | ZUZ | 10.08% | $104,457,642 |
| SIGNAL PEAK | FOCUS ALPHA | 8RDE568WT | PEP | 12.34% | $81,788,706 |
| BEACON PIONEER QUANTUM | PIONEER SUMMIT | FO2V8FGSF | HPOR | 11.93% | $101,223,094 |
| ALPHA VERTEX | VITAL FOCUS | MNTINU1X2 | FXTJP | 8.47% | $19,356,479 |
| OAK FRONTIER PRIME | CATALYST VALUE | 71WF4C435 | MUH | 5.97% | $32,756,165 |