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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 10b 100b

ACORNS

ACORNS ADVISERS, LLC, CRD 165926

IRVINE, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:1d2de987-707d-9f3f-53fa-8ada17f0219c

Data as of Aug 3, 2026 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 10:26 PM UTC and rebuilt at most every 15 minutes.

Relationships: 26
Dated events: 24
On other graphs: 0
Observed: Sep 17, 2013 to Aug 3, 2026
48 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=true related_bank=false bd_reps=21.0
Regulatory AUM: $13BItem 5.F on the latest filing (2026-08-03); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $13B
Private client RAUM: $13BderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 14
RAUM per advisor: $956Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 302
Advisory employees: 14
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 5,152,940
Individual clients: 8,158,308
High net worth clients: 21
Custody, client assets: $13B
SEC number: 801-78602
CRD: 165926
Filings on the tape: 48
First filed: Sep 17, 2013
Latest filed: Aug 3, 2026
Organised: Limited Liability Company, DE

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
Adam Eriksen	n/a	Orange, CA \| IRVINE, CA	9	10	n/a	yes
Anthony Thomas Tunno	n/a	Corona, CA \| IRVINE, CA	9	10	n/a	yes
Alyssa Mieko Arney	n/a	IRVINE, CA \| Santa Ana, CA	7	13	n/a	yes
Andrew Casey OHara	n/a	San Pedro, CA \| IRVINE, CA	7	9	n/a	yes
Andrew Huan Le Nguyen	n/a	Tustin, CA \| IRVINE, CA	6	10	n/a	yes
JENNY LYNN OLSONEDWARDS	n/a	IRVINE, CA \| Los Angeles, CA	5	42	2	yes
Seth Wunder	Chartered Financial Analyst	IRVINE, CA \| Beverly Hills, CA	4	26	n/a	no
Denise Chisolm	n/a	Los Angeles, CA \| IRVINE, CA	4	30	5	yes
Beau Sullivan	n/a	College Grove, TN \| IRVINE, CA	3	16	n/a	yes
ROBERT SONDHEIM	n/a	ARLINGTON, VA \| IRVINE, CA	2	37	n/a	yes
Matthew Gregory Caison	n/a	IRVINE, CA \| Fayetteville, NC	2	15	3	yes
Alicia Marie Saunders	n/a	IRVINE, CA \| Murfreesboro, TN	2	21	1	yes
Julie Ann Albright	n/a	Sparta, MI \| IRVINE, CA	2	11	1	yes
Anthony Joseph Marchetti	n/a	Lincoln, RI \| IRVINE, CA	0	12	3	yes

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
ACORNS GROW INCORPORATED	MANAGING MEMBER	E	yes	09/2012	Aug 3, 2026	Aug 3, 2026
CHISOLM, DENISE, ANDREA	CHIEF COMPLIANCE OFFICER	Na	yes	07/2022	Aug 3, 2026	Aug 3, 2026
Sullivan, Beau	CHIEF EXECUTIVE OFFICER	Na	yes	07/2024	Aug 3, 2026	Aug 3, 2026

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
ACORNS SECURITIES, LLC	n/a	n/a	n/a	N	yes	CA

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 30, 2026	$13B	$13B	302	14	0	n/a	n/a
2024	Apr 3, 2025	$10B	$10B	305	17	0	n/a	n/a
2023	Mar 28, 2024	$8.2B	$8.2B	442	18	0	n/a	n/a
2022	Mar 27, 2023	$6.3B	$6.3B	490	20	0	n/a	n/a
2021	Dec 21, 2021	$5.9B	$5.9B	365	188	0	n/a	n/a
2020	Nov 16, 2020	$3.4B	$3.4B	17	17	0	n/a	n/a
2019	Jan 2, 2020	$1.8B	$1.8B	17	17	1	n/a	n/a
2018	Oct 31, 2018	$1.1B	$1.1B	12	12	1	n/a	n/a
2017	Dec 18, 2017	$545M	$545M	11	11	0	n/a	n/a
2016	Dec 15, 2016	$257M	$257M	12	12	n/a	n/a	n/a
2015	Jan 5, 2016	$73.6M	$73.6M	10	10	n/a	n/a	n/a
2014	Dec 26, 2014	$4.8M	$4.8M	5	3	n/a	n/a	n/a
2013	Dec 26, 2013	$0	$0	3	3	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	2	-1	14.3%	0	0	0	4	3

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$13B	$10B	29.0%	$6.3B	28.6%	302	305	0	0

Relationships

Registered with (23)

← Anthony Joseph MarchettiAdvisorregistration: current employment
Dec 4, 2025 to presentfactForm ADV
← Julie Ann AlbrightAdvisorregistration: current employment
Mar 19, 2024 to presentfactForm ADV
← Alicia Marie SaundersAdvisorregistration: current employment
Feb 5, 2024 to presentfactForm ADV
← Matthew Gregory CaisonAdvisorregistration: current employment
Feb 1, 2024 to presentfactForm ADV
← ROBERT SONDHEIMAdvisorregistration: current employment
Jan 9, 2024 to presentfactForm ADV
← Beau SullivanAdvisorregistration: current employment
Jan 31, 2023 to presentfactForm ADV
← Denise ChisolmAdvisorregistration: current employment
Jul 28, 2022 to presentfactForm ADV
← Seth WunderAdvisorregistration: current employment
Nov 30, 2021 to presentfactForm ADV
← JENNY LYNN OLSONEDWARDSAdvisorregistration: current employment
Jun 15, 2021 to presentfactForm ADV
← Andrew Huan Le NguyenAdvisorregistration: current employment
Apr 1, 2020 to presentfactForm ADV
← Andrew Casey OHaraAdvisorregistration: current employment
Jul 15, 2019 to presentfactForm ADV
← Alyssa Mieko ArneyAdvisorregistration: current employment
Dec 17, 2018 to presentfactForm ADV
← Anthony Thomas TunnoAdvisorregistration: current employment
Sep 15, 2017 to presentfactForm ADV
← Adam EriksenAdvisorregistration: current employment
Sep 11, 2017 to presentfactForm ADV
← Jami LieblAdvisorregistration: previous registration
Aug 28, 2025 to Oct 21, 2025factForm ADV
← Paul SharpAdvisorregistration: previous registration
Nov 19, 2021 to Sep 30, 2025factForm ADV
← Connor Jameson BradyAdvisorregistration: previous registration
Jan 13, 2022 to Dec 18, 2023factForm ADV
← Tessa ChamplinAdvisorregistration: previous registration
Sep 3, 2021 to May 17, 2023factForm ADV
← Kristin M JustavinoAdvisorregistration: previous registration
May 19, 2022 to Mar 31, 2023factForm ADV
← Maria Veronica HumphreyAdvisorregistration: previous registration
Aug 13, 2018 to Jun 2, 2020factForm ADV
← SEAN Robert DIGNANAdvisorregistration: previous registration
Sep 27, 2013 to Sep 5, 2017factForm ADV
← Patrick kevin DaileyAdvisorregistration: previous registration
Mar 20, 2015 to Jul 20, 2017factForm ADV
← ERIC CAMERON TARGOFFAdvisorregistration: previous registration
Mar 20, 2015 to Sep 23, 2016factForm ADV

Controls (3)

← CHISOLM, DENISE, ANDREAOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Aug 4, 2022 to Nov 22, 2024factForm ADV
← Sullivan, BeauOwnerCHIEF EXECUTIVE OFFICER, ownership code NA, individual
Jul 18, 2024 to Nov 22, 2024factForm ADV
← ACORNS GROW INCORPORATEDOwnerMANAGING MEMBER, ownership code E, domestic entity
May 19, 2021 to Nov 22, 2024factForm ADV

Dated events

Occurred
Mar 30, 2026
Regulatory AUM changed
Acorns reported RAUM $13.4B, up 29% from $10.4B (2025-11-13 to 2026-03-30)
Form ADVobserved 3 days ago
$3.0B
Occurred
Oct 21, 2025
Advisor changed firm
Jami Liebl left Acorns for Sofi Wealth Llc (registered 2025-11-17)
Form ADVobserved 3 days ago
Occurred
Sep 30, 2025
Advisor changed firm
Paul Sharp left Acorns for Thrivent Investment Management Inc. (registered 2025-11-20)
Form ADVobserved 3 days ago
Occurred
Apr 3, 2025
Regulatory AUM changed
Acorns reported RAUM $10.4B, up 26% from $8.2B (2024-11-22 to 2025-04-03)
Form ADVobserved 3 days ago
$2.2B
Occurred
Jul 18, 2024
Control person left
Seth Wunder (Chief Executive Officer) no longer on Schedule A of Acorns (listed 2024-03-28, absent 2024-07-18)
Form ADVobserved 3 days ago
Occurred
Jul 18, 2024
Control person joined
Beau Sullivan (Chief Executive Officer) appeared on Schedule A of Acorns
Form ADVobserved 3 days ago
Occurred
Mar 28, 2024
Regulatory AUM changed
Acorns reported RAUM $8.2B, up 30% from $6.3B (2023-03-28 to 2024-03-28)
Form ADVobserved 3 days ago
$1.9B
Occurred
Dec 18, 2023
Advisor changed firm
Connor Jameson Brady left Acorns for Mercury Advisory, Llc (registered 2024-09-09)
Form ADVobserved 3 days ago
Occurred
May 17, 2023
Advisor changed firm
Tessa Champlin left Acorns for Robinhood Asset Management (registered 2025-01-28)
Form ADVobserved 3 days ago
Occurred
Mar 31, 2023
Advisor changed firm
Kristin M Justavino left Acorns for Rockefeller Capital Management (registered 2023-04-24)
Form ADVobserved 3 days ago
Occurred
Aug 4, 2022
Control person left
Reynolds Manning Field (Ceo / Managing Director) no longer on Schedule A of Acorns (listed 2022-04-29, absent 2022-08-04)
Form ADVobserved 3 days ago
Occurred
Aug 4, 2022
Control person joined
Seth Wunder (Chief Executive Officer) appeared on Schedule A of Acorns
Form ADVobserved 3 days ago
Occurred
Aug 4, 2022
Control person joined
Andrea Denise Chisolm (Chief Compliance Officer) appeared on Schedule A of Acorns
Form ADVobserved 3 days ago
Occurred
Mar 31, 2022
Control person left
Ann Catherine Makstenieks (Chief Compliance Officer) no longer on Schedule A of Acorns (listed 2021-12-21, absent 2022-03-31)
Form ADVobserved 3 days ago
Occurred
May 19, 2021
Regulatory AUM changed
Acorns reported RAUM $4.7B, up 40% from $3.4B (2020-11-16 to 2021-05-19)
Form ADVobserved 3 days ago
$1.4B
Occurred
May 19, 2021
Control person joined
Ann Catherine Makstenieks (Chief Compliance Officer) appeared on Schedule A of Acorns
Form ADVobserved 3 days ago
Occurred
Nov 16, 2020
Regulatory AUM changed
Acorns reported RAUM $3.4B, up 85% from $1.8B (2020-09-04 to 2020-11-16)
Form ADVobserved 3 days ago
$1.6B
Occurred
Sep 4, 2020
Control person left
J Michelle Moukios (Chief Compliance Officer) no longer on Schedule A of Acorns (listed 2020-06-29, absent 2020-09-04)
Form ADVobserved 3 days ago
Occurred
May 15, 2020
Control person left
Evan Daniel Adams (Chief Compliance Officer) no longer on Schedule A of Acorns (listed 2020-01-02, absent 2020-05-15)
Form ADVobserved 3 days ago
Occurred
May 15, 2020
Control person joined
J Michelle Moukios (Chief Compliance Officer) appeared on Schedule A of Acorns
Form ADVobserved 3 days ago
Occurred
Jan 2, 2020
Regulatory AUM changed
Acorns reported RAUM $1.8B, up 59% from $1.1B (2019-02-15 to 2020-01-02)
Form ADVobserved 3 days ago
$673M
Occurred
Oct 31, 2018
Regulatory AUM changed
Acorns reported RAUM $1.1B, up 43% from $803.7M (2018-04-19 to 2018-10-31)
Form ADVobserved 3 days ago
$345M
Occurred
Apr 19, 2018
Regulatory AUM changed
Acorns reported RAUM $803.7M, up 47% from $545.1M (2017-12-18 to 2018-04-19)
Form ADVobserved 3 days ago
$259M
Occurred
Sep 17, 2013
First Form ADV filing
Acorns filed its initial SEC registration (Form ADV)
Form ADVobserved 3 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1d2de987-707d-9f3f-53fa-8ada17f0219c
First observed: Sep 17, 2013
Last observed: Aug 3, 2026 46 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

ACORNS

ACORNS ADVISERS, LLC, CRD 165926

IRVINE, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:1d2de987-707d-9f3f-53fa-8ada17f0219c

Data as of Aug 3, 2026 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 10:26 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

Adam Eriksen

n/a

Orange, CA | IRVINE, CA

n/a

yes

Anthony Thomas Tunno

n/a

Corona, CA | IRVINE, CA

n/a

yes

Alyssa Mieko Arney

n/a

IRVINE, CA | Santa Ana, CA

n/a

yes

Andrew Casey OHara

n/a

San Pedro, CA | IRVINE, CA

n/a

yes

Andrew Huan Le Nguyen

n/a

Tustin, CA | IRVINE, CA

n/a

yes

JENNY LYNN OLSONEDWARDS

n/a

IRVINE, CA | Los Angeles, CA

yes

Seth Wunder

Chartered Financial Analyst

IRVINE, CA | Beverly Hills, CA

n/a

Denise Chisolm

n/a

Los Angeles, CA | IRVINE, CA

yes

Beau Sullivan

n/a

College Grove, TN | IRVINE, CA

n/a

yes

ROBERT SONDHEIM

n/a

ARLINGTON, VA | IRVINE, CA

n/a

yes

Matthew Gregory Caison

n/a

IRVINE, CA | Fayetteville, NC

yes

Alicia Marie Saunders

n/a

IRVINE, CA | Murfreesboro, TN

yes

Julie Ann Albright

n/a

Sparta, MI | IRVINE, CA

yes

Anthony Joseph Marchetti

n/a

Lincoln, RI | IRVINE, CA

yes

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ACORNS GROW INCORPORATED

MANAGING MEMBER

yes

09/2012

Aug 3, 2026

CHISOLM, DENISE, ANDREA

CHIEF COMPLIANCE OFFICER

yes

07/2022

Aug 3, 2026

Sullivan, Beau

CHIEF EXECUTIVE OFFICER

yes

07/2024

Aug 3, 2026

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

ACORNS SECURITIES, LLC

n/a

yes

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 30, 2026

$13B

302

n/a

2024

Apr 3, 2025

$10B

305

n/a

2023

Mar 28, 2024

$8.2B

442

n/a

2022

Mar 27, 2023

$6.3B

490

n/a

2021

Dec 21, 2021

$5.9B

365

188

n/a

2020

Nov 16, 2020

$3.4B

n/a

2019

Jan 2, 2020

$1.8B

n/a

2018

Oct 31, 2018

$1.1B

n/a

2017

Dec 18, 2017

$545M

n/a

2016

Dec 15, 2016

$257M

n/a

2015

Jan 5, 2016

$73.6M

n/a

2014

Dec 26, 2014

$4.8M

n/a

2013

Dec 26, 2013

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-1

14.3%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$13B

$10B

29.0%

$6.3B

28.6%

302

305