Acorns

Overview

Acorns is an SEC registered investment adviser based in Irvine, CA, registered since 2013. It reports $13.4B in assets under management across 5,152,940 accounts, with 302 employees. It has 14 investment adviser representatives.

Reported AUM

$13.4B

Discretionary

99%

Accounts

5,152,940

Average account

$2.6K

Employees

302

Advisory reps

14

Registered since

2013

Jurisdictions

53

As reported in the firm's August 2026 filing.

Contact

1 phone number on file

Practice

Services

• Individuals or Small Business

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees. Sponsors a wrap fee program.

Executive officers 2 of 2

• Beau Sullivan Chief Executive Officer CRD 5151289
• Denise Andrea Chisolm Chief Compliance Officer CRD 2743307

Advisory reps 3 of 14

• Alyssa Mieko Arney Registered Rep · Investment Adviser Rep CRD 6888291
• Matthew Gregory Caison Registered Rep · Investment Adviser Rep CRD 5868509
• Denise Chisolm Registered Rep · Investment Adviser Rep CRD 2743307

11 more advisory reps, with emails, phones and branch locations

Location

Headquarters

5300 California Ave
Irvine, CA 92617

County

Orange

Metro area

Los Angeles-Long Beach-Anaheim, CA

Region

West

Registrations

• SEC registered
• Registered in 53 jurisdictions

Every state, with registration dates

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