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| Happy Holidays!! thanks for using AUM13F!! |
| Acorns Advisers LLC
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| CRD # | 165926 |
| SEC # | 801-78602 |
| CIK # | 0001701879 |
| AUM | $10.4 B (2025-04-03) |
| Employees | 305 (6% Investors, 8% Brokers) |
| Phone | 855-739-2859 |
| Address | 5300 California Avenue Irvine, CA 92617 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001701879 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| VISA Inc | 0.0 | ||
| UnitedHealth Group Inc | 0.0 | ||
| AMB Property Corp | 0.0 | ||
| Johnson & Johnson | 0.0 | ||
| American Express Co | 0.0 | ||
| McGraw-hill Companies Inc | 0.0 | ||
| Pfizer Inc | 0.0 | ||
| AT&T Inc | 0.0 | ||
| Duke Energy Corp | 0.0 | ||
| Salesforce Com Inc | 0.0 | ||
| United Parcel Service Inc | 0.0 | ||
| Southern Co | 0.0 | ||
| FPL Group Inc | 0.0 | ||
| Deere & Co | 0.0 | ||
| Qualcomm Inc/DE | 0.0 | ||
| AbbVie Inc | 0.0 | ||
| Priceline Com Inc | 0.0 | ||
| Intuitive Surgical Inc | 0.0 | ||
| ServiceNow Inc | 0.0 | ||
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| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 7,767,114 | 10.4 |
| (b) Individuals (high net worth individuals) | 18 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 4,813,137 | 10.4 |
| By Discretionary | ||
| Discretionary | 4,693,954 | 10.3 |
| Non-Discretionary | 119,183 | 0.1 |
| Total | 4,813,137 | 10.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 10.4 | |
| Total | 4,813,137 | 10.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001701879] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Milagre Wealth Management Inc
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|
NY | 11.4 |
|
PFS Investments Inc
✚
|
GA | 11.2 |
|
Vestmark Advisory Solutions Inc
✚
|
MA | 10.0 |
|
Vanguard Personalized Indexing Management
✚
|
CA | 7.3 |
|
Evanson Asset Management LLC
✚
|
5.1 | |
|
Klingman and Associates LLC
✚
|
NY | 4.8 |
|
Apella Capital LLC
✚
|
CT | 4.7 |
|
RPOA Advisors Inc
✚
|
TX | 4.0 |
|
Facet Wealth Inc
✚
|
MD | 3.9 |
|
T Rowe Price Advisory Services Inc
✚
|
MD | 3.9 |