Acorns Advisers, Llc
- Regulatory AUM
- $13.4B
- Discretionary
- $13.3B
- Clients
- 8,158,329
- Avg AUM / client
- $1.6K
- Accounts
- 5,152,940
- Employees
- 302
AUM over time
Annual snapshots from Form ADV filings · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 8,158,308 | $13.4B | 99.7% |
| High net worth individuals | 21 | $35.3M | 0.26% |
People (14)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Denise Chisolm | Chief Compliance Officer | Jul 2022 (4y) | Less than 5% | |
| Beau Sullivan | Chief Executive Officer | Jan 2023 (4y) | Less than 5% | |
| Adam Eriksen | Registered representative | Sep 2017 (9y) | ||
| Anthony Thomas Tunno | Registered representative | Sep 2017 (9y) | ||
| Alyssa Mieko Arney | Registered representative | Dec 2018 (8y) | ||
| Andrew Casey O Hara | Registered representative | Jul 2019 (7y) | ||
| Andrew Huan Le Nguyen | Registered representative | Apr 2020 (6y) | ||
| Jenny Lynn Olsonedwards | Registered representative | Jun 2021 (5y) | ||
| Seth Wunder | Registered representative | CFA | Nov 2021 (5y) | |
| Robert Sondheim | Registered representative | Jan 2024 (3y) | ||
| Matthew Gregory Caison | Registered representative | Feb 2024 (3y) | ||
| Alicia Marie Saunders | Registered representative | Feb 2024 (2y) | ||
| Julie Ann Albright | Registered representative | Mar 2024 (2y) | ||
| Anthony Joseph Marchetti | Registered representative | Dec 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Acorns Grow Incorporated | Managing Member | Sep 2012 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 1.18 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Fixed fees
Services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Acorns Securities, Llc $10.3B (99% of AUM) Nov 2025
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗