Unclaimed Profile

Daniel Evan Adams

ACORNS ADVISERS, LLC·IRVINE, California

SIE, Series 7, Series 24, Series 63, Series 79TO, Series 99TOClean recordACORNS ADVISERS, LLC

5300 CALIFORNIA AVENUE, IRVINE, CA 92617CRD# 3261193Firm CRD# 165926

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Daniel Evan Adams · IRVINE, CA

Registration

CRD #3261193 · ACORNS ADVISERS, LLC

Brand Profile

Not yet started

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 79TO

Series 99TO

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ACORNS ADVISERS, LLC

CRD 165926 · SEC 801-78602

AUM

$8.2B

Regulatory assets under management

Employees

442

5,763,237 client accounts

Services offered by ACORNS ADVISERS, LLC

Per Form ADV

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

View all advisors at ACORNS ADVISERS, LLC →

Introduction

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Frequently Asked Questions

What services does Daniel Evan Adams offer?

Daniel Evan Adams specializes in Investment Management. Contact their office in IRVINE, California for a consultation.

What are Daniel Evan Adams's credentials?

Daniel Evan Adams is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Daniel Evan Adams located?

Daniel Evan Adams is based in IRVINE, California, working with ACORNS ADVISERS, LLC. Their office serves clients in the IRVINE metropolitan area and surrounding communities.

How does Daniel Evan Adams charge for services?

Daniel Evan Adams's firm is compensated through subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ACORNS ADVISERS, LLC?

ACORNS ADVISERS, LLC has approximately 442 employees and manages $8.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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