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ACORNS

IRVINE, CA · CRD 165926 · IAPD ↗ · 855-739-2859

$13.39BRegulatory AUM
14Advisory reps
302Employees
0Clients
0Planning clients
0Private funds
53States
2Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
April 2026 — ACORNS reported RAUM up 29% ($10.38B -> $13.39B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
65
April 2025 — ACORNS reported RAUM up 26% ($8.21B -> $10.38B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
66
April 2024 — ACORNS reported RAUM up 30% ($6.30B -> $8.21B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.