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- Custodian
- Broadridge · Drivewealth · RBC · US Bank
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 09-23-2013
- Office Locations
- 13
Office Locations
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.
Reported data analysis
What the numbers show
Between November 13, 2025 and August 3, 2026, reported AUM increased 29.0%, from $10.4B to $13.4B.
Across 5 reported observations, AUM increased 116.9% between November 30, 2022 and August 3, 2026, from $6.2B to $13.4B.
Of the latest reported AUM, 99.0% is discretionary and 1.0% is non-discretionary.
The firm reports 14 advisory representatives and 8,158,329 clients, or 582,737.8 clients per representative. That equates to $1.6K in reported AUM per client.
The profile lists 13 reported office locations and 12 years in operation. The source data was last updated on August 3, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- CRM
- Custodian
- Fund Managers
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Acorns record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
Denise Chisolm
Chief Compliance Officer
- CRD
- #2743307
- Ownership
- Less than 5%
Beau Sullivan
Chief Executive Officer
- CRD
- #5151289
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Julie Ann Albright
--
- CRD
- #6041776
Alyssa Mieko Arney
--
- CRD
- #6888291
Showing 2 of 14 contacts
Unlock allAssets Under Management
| 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
SMA allocation detail is available
Acorns has reported separately managed account data across 1 asset class. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Acorns's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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