Directory of Professional Retirement Planners
National Coverage
Local Professionals
ACORNS
5300 California Avenue
Irvine, California 92617
Tel: 855-739-2859
About ACORNS
ACORNS, formally registered with the SEC as ACORNS. The firm was established in 09/23/2013. They have over 1 offices throughout the country.
ACORNS is a Irvine, California based Financial Planning firm with nearly $6,295,054,328 assets under management, offering retirement planning & investment advisory services to 5730587 clients. The firm is staffed with 490 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 165926 |
| SEC# | 801-78602 |
| Assets Managed by Firm | $6,295,054,328 |
| No. of Clients | 5730587 |
| No. of Advisors | 490 |
Fee Structure
- Fixed Fees
Advisory Services Provided
- Portfolio Management for Individuals
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 5730587 | $6,295,054,328 |
| Individuals (other than high net worth individuals) | 6584175 | $6,289,839,359 |
| High net worth individuals | Fewer than 5 clients | $5,214,969 |
More Retirement Planning firms in Irvine, California:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $2,936,601,179,276 | 18358 | 1331 | |
| $2,406,691,634,676 | 481 | 754 | |
| $2,248,547,388,863 | 2782 | 3177 | |
| $782,620,910,160 | 242041 | 1007 | |
| $322,933,193,102 | 762 | 295 |
Explore More Retirement Advisors in Irvine, California