Acorns

Acorns (CRD# 165926) is a financial advisory firm headquartered in Irvine, CA. They manage $197,000,000 in 917,000 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    197
    MILLION
  • Total Number of Accounts
    917,000
    ACCOUNTS
  • Average Account Value
    $215
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Financial Advisors at Acorns
Showing 1 - 10 of 13 top financial advisors.
1
Patrick K. Dailey
CRD#: 2475693
19900 Macarthur Blvd, Suite 500, Irvine, CA 92612
93
Wealthminder
score

Patrick Dailey (CRD# 2475693) is an Investment Advisor Representative working at Acorns in Irvine, CA and has over 23 years of experience in the finance industry.

2
Jeffrey J. Cruttenden
CRD#: 5924136
19900 Macarthur Blvd, Suite 500, Irvine, CA 92612
89
Wealthminder
score

Jeffrey Cruttenden (CRD# 5924136) is an Investment Advisor Representative working at Acorns in Irvine, CA and has over 4 years of experience in the finance industry.

3
Shane H. Leach
CRD#: 6252312
19900 Macarthur Blvd, Suite 500, Irvine, CA 92612
89
Wealthminder
score

Shane Leach (CRD# 6252312) is an Investment Advisor Representative working at Acorns in Irvine, CA and has over 4 years of experience in the finance industry.

4
Sara L. Hlebain
CRD#: 6466271
19900 Macarthur Blvd, Suite 500, Irvine, CA 92612
88
Wealthminder
score

Sara Hlebain (CRD# 6466271) is an Investment Advisor Representative working at Acorns in Irvine, CA and has over 2 years of experience in the finance industry.

5
Breanna A. Phillips
CRD#: 6106120
19900 Macarthur Blvd, Suite 500, Irvine, CA 92612
88
Wealthminder
score

Breanna Phillips (CRD# 6106120) is an Investment Advisor Representative working at Acorns in Irvine, CA and has over 2 years of experience in the finance industry.

6
Eric C. Targoff
CRD#: 6318532
19900 Macarthur Blvd, Suite 500, Irvine, CA 92612
88
Wealthminder
score

Eric Targoff (CRD# 6318532) is an Investment Advisor Representative working at Acorns in Irvine, CA and has over 3 years of experience in the finance industry.

7
Natalie M. Capistran
CRD#: 6445591
19900 Macarthur Blvd, Suite 500, Irvine, CA 92612
87
Wealthminder
score

Natalie Capistran (CRD# 6445591) is an Investment Advisor Representative working at Acorns in Irvine, CA and has over 2 years of experience in the finance industry.

8
Gabriel K. Kleiner
CRD#: 6444978
19900 Macarthur Blvd, Suite 500, Irvine, CA 92612
87
Wealthminder
score

Gabriel Kleiner (CRD# 6444978) is an Investment Advisor Representative working at Acorns in Irvine, CA and has over 2 years of experience in the finance industry.

9
Colin K. Lam
CRD#: 4621438
19900 Macarthur Blvd, Suite 500, Irvine, CA 92612
87
Wealthminder
score

Colin Lam (CRD# 4621438) is an Investment Advisor Representative working at Acorns in Irvine, CA and has over 2 years of experience in the finance industry.

10
Shaun T. Lee
CRD#: 6444977
19900 Macarthur Blvd, Suite 500, Irvine, CA 92612
87
Wealthminder
score

Shaun Lee (CRD# 6444977) is an Investment Advisor Representative working at Acorns in Irvine, CA and has over 2 years of experience in the finance industry.

1 2 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.