Fee-OnlyFinder

Acorns

Flat / fixed fees in Irvine, CA

SEC registeredNo commissions reported

Call (855) 739-2859Send a messageMap ↗

Public-record details

Address
5300 California Avenue, Irvine, CA 92617
Phone
(855) 739-2859
Listed under
Flat / fixed fees
Legal name
Acorns Advisers, LLC
CRD number
165926
Registration
SEC registered since 2013-09-23
Compensation (Form ADV 5.E)
Fixed fees
Commissions
None reported (Form ADV Item 5.E)
Services (Form ADV 5.G)
Portfolio management for individuals/small businesses
Regulatory assets under management
$13.4 billion
Accounts managed
5,152,940
Clients reported (Form ADV 5.D)
8,158,329
Individual / high-net-worth clients
8,158,308 / 21
Employees
302
Other business activities (Form ADV 6.A)
None reported
Disclosures reported on Form ADV
Yes — see IAPD for details
Latest Form ADV filing
2026-08-03

SEC registered investment adviser, CRD 165926, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. A “Yes” for disclosures is a public-record fact from Form ADV Item 11; it can relate to the firm or its advisory affiliates, can be old, and does not by itself describe the outcome. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

Other advisers in Irvine

86 Republic, LLC530 Technology Dr. Ste 100 · Irvine, CA 92618 · (714) 251-8403 · % of assets managedCRD 307733 · % of assets · $6.1 million AUMState registeredNo commissions reportedAdvanced Financial Strategies INC5 Hubble · Irvine, CA 92618 · (949) 502-5333 · Financial planningCRD 108296 · % of assets, Hourly charges · $251.7 million AUMSEC registeredNo commissions reportedAmerican Fundstars1 Park Plaza, Suite 210 · Irvine, CA 92614 · (949) 877-8838 · Flat / fixed feesCRD 315860 · % of assets, Fixed fees, Performance-based fees · $332.7 million AUMSEC registeredNo commissions reportedAnchor Wealth Management, LLC9891 Irvine Center Drive, Suite 170 · Irvine, CA 92618 · (949) 988-7382 · % of assets managedCRD 287635 · % of assets · $98.4 million AUMState registeredNo commissions reportedApriem Advisors19200 Von Karman Avenue, Suite 1050 · Irvine, CA 92612 · (949) 253-8888 · Financial planningCRD 108188 · % of assets, Fixed fees, Performance-based fees · $1.5 billion AUMSEC registeredNo commissions reportedAscend Financial Advisers, INC100 Pacifica, Suite 370 · Irvine, CA 92618 · (949) 450-1234 · Financial planningCRD 113273 · % of assets, Hourly charges · $32.7 million AUMState registeredNo commissions reportedAurevia Capital INC.7700 Irvine Center Dr, Suite 800 · Irvine, CA 92618 · (949) 534-5591 · % of assets managedCRD 340031 · % of assets · $101,200 AUMState registeredNo commissions reportedBeltramo Financial Services, INC.20 Corporate Park, Suite #160 · Irvine, CA 92606 · (949) 752-3117 · Financial planningCRD 154791 · % of assets, Fixed fees · $50.1 million AUMState registeredNo commissions reported

All 67 in Irvine →