ACCELERATE INVESTMENT ADVISORS LLC
Legal name: ACCELERATE RETIREMENT
CRD #325859 SEC #801-127772 ALISO VIEJO, CA 888-439-7071
SEC Registered
Total AUM
$242.8M
Discretionary
$209.3M
Employees
39
Clients
0
Accounts
704
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $242.8M | $209.3M | $33.5M | 39 | 530 |
| Nov 2025 | $242.8M | $209.3M | $33.5M | 39 | 530 |
| Oct 2025 | $242.8M | $209.3M | $33.5M | 39 | 530 |
| Oct 2025 | $242.8M | $209.3M | $33.5M | 39 | 530 |
| Jul 2025 | $242.8M | $209.3M | $33.5M | 36 | 530 |
| Jul 2025 | $242.8M | $209.3M | $33.5M | 37 | 530 |
| May 2025 | $242.8M | $209.3M | $33.5M | 36 | 530 |
| May 2025 | $242.8M | $209.3M | $33.5M | 36 | 530 |
| Mar 2025 | $242.8M | $209.3M | $33.5M | 36 | 530 |
| Feb 2025 | $242.8M | $209.3M | $33.5M | 36 | 530 |
| Jan 2025 | $242.8M | $209.3M | $33.5M | 35 | 530 |
| Jan 2025 | $242.8M | $209.3M | $33.5M | 35 | 530 |
| Jan 2025 | $173.5M | $144.8M | $28.7M | 28 | 280 |
| Nov 2024 | $173.5M | $144.8M | $28.7M | 28 | 280 |
| Nov 2024 | $173.5M | $144.8M | $28.7M | 25 | 280 |
| Oct 2024 | $173.5M | $144.8M | $28.7M | 25 | 280 |
| Oct 2024 | $173.5M | $144.8M | $28.7M | 25 | 280 |
| Oct 2024 | $173.5M | $144.8M | $28.7M | 25 | 280 |
| Oct 2024 | $173.5M | $144.8M | $28.7M | 19 | 280 |
| Aug 2024 | $173.5M | $144.8M | $28.7M | 21 | 280 |
| Jul 2024 | $173.5M | $144.8M | $28.7M | 21 | 280 |
| Jul 2024 | $104M | $74.7M | $29.3M | 21 | 280 |
| Jun 2024 | $104M | $74.7M | $29.3M | 21 | 280 |
| Jun 2024 | $104M | $74.7M | $29.3M | 21 | 280 |
| May 2024 | $104M | $74.7M | $29.3M | 21 | 280 |
| May 2024 | $104M | $74.7M | $29.3M | 21 | 280 |
| May 2024 | $104M | $74.7M | $29.3M | 21 | 280 |
| May 2024 | $104M | $74.7M | $29.3M | 21 | 280 |
| May 2024 | $104M | $74.7M | $29.3M | 21 | 280 |
| Apr 2024 | $104M | $74.7M | $29.3M | 19 | 280 |
| Feb 2024 | $104M | $74.7M | $29.3M | 19 | 280 |
| Jan 2024 | $104M | $74.7M | $29.3M | 19 | 280 |
| Jan 2024 | $104M | $74.7M | $29.3M | 19 | 280 |
| Oct 2023 | $75.6M | $63.7M | $11.8M | 19 | 0 |
| Sep 2023 | $75.6M | $63.7M | $11.8M | 19 | 0 |
| Aug 2023 | $75.6M | $63.7M | $11.8M | 17 | 0 |
| May 2023 | $0 | $0 | $0 | 19 | 0 |
| May 2023 | $0 | $0 | $0 | 19 | 0 |
| May 2023 | $0 | $0 | $0 | 19 | 0 |
| Mar 2023 | $0 | $0 | $0 | 19 | 0 |
DateDec 2025
Total AUM$242.8M
Discretionary$209.3M
Non-Disc.$33.5M
Employees39
Clients530
DateNov 2025
Total AUM$242.8M
Discretionary$209.3M
Non-Disc.$33.5M
Employees39
Clients530
DateOct 2025
Total AUM$242.8M
Discretionary$209.3M
Non-Disc.$33.5M
Employees39
Clients530
DateOct 2025
Total AUM$242.8M
Discretionary$209.3M
Non-Disc.$33.5M
Employees39
Clients530
DateJul 2025
Total AUM$242.8M
Discretionary$209.3M
Non-Disc.$33.5M
Employees36
Clients530
DateJul 2025
Total AUM$242.8M
Discretionary$209.3M
Non-Disc.$33.5M
Employees37
Clients530
DateMay 2025
Total AUM$242.8M
Discretionary$209.3M
Non-Disc.$33.5M
Employees36
Clients530
DateMay 2025
Total AUM$242.8M
Discretionary$209.3M
Non-Disc.$33.5M
Employees36
Clients530
DateMar 2025
Total AUM$242.8M
Discretionary$209.3M
Non-Disc.$33.5M
Employees36
Clients530
DateFeb 2025
Total AUM$242.8M
Discretionary$209.3M
Non-Disc.$33.5M
Employees36
Clients530
DateJan 2025
Total AUM$242.8M
Discretionary$209.3M
Non-Disc.$33.5M
Employees35
Clients530
DateJan 2025
Total AUM$242.8M
Discretionary$209.3M
Non-Disc.$33.5M
Employees35
Clients530
DateJan 2025
Total AUM$173.5M
Discretionary$144.8M
Non-Disc.$28.7M
Employees28
Clients280
DateNov 2024
Total AUM$173.5M
Discretionary$144.8M
Non-Disc.$28.7M
Employees28
Clients280
DateNov 2024
Total AUM$173.5M
Discretionary$144.8M
Non-Disc.$28.7M
Employees25
Clients280
DateOct 2024
Total AUM$173.5M
Discretionary$144.8M
Non-Disc.$28.7M
Employees25
Clients280
DateOct 2024
Total AUM$173.5M
Discretionary$144.8M
Non-Disc.$28.7M
Employees25
Clients280
DateOct 2024
Total AUM$173.5M
Discretionary$144.8M
Non-Disc.$28.7M
Employees25
Clients280
DateOct 2024
Total AUM$173.5M
Discretionary$144.8M
Non-Disc.$28.7M
Employees19
Clients280
DateAug 2024
Total AUM$173.5M
Discretionary$144.8M
Non-Disc.$28.7M
Employees21
Clients280
DateJul 2024
Total AUM$173.5M
Discretionary$144.8M
Non-Disc.$28.7M
Employees21
Clients280
DateJul 2024
Total AUM$104M
Discretionary$74.7M
Non-Disc.$29.3M
Employees21
Clients280
DateJun 2024
Total AUM$104M
Discretionary$74.7M
Non-Disc.$29.3M
Employees21
Clients280
DateJun 2024
Total AUM$104M
Discretionary$74.7M
Non-Disc.$29.3M
Employees21
Clients280
DateMay 2024
Total AUM$104M
Discretionary$74.7M
Non-Disc.$29.3M
Employees21
Clients280
DateMay 2024
Total AUM$104M
Discretionary$74.7M
Non-Disc.$29.3M
Employees21
Clients280
DateMay 2024
Total AUM$104M
Discretionary$74.7M
Non-Disc.$29.3M
Employees21
Clients280
DateMay 2024
Total AUM$104M
Discretionary$74.7M
Non-Disc.$29.3M
Employees21
Clients280
DateMay 2024
Total AUM$104M
Discretionary$74.7M
Non-Disc.$29.3M
Employees21
Clients280
DateApr 2024
Total AUM$104M
Discretionary$74.7M
Non-Disc.$29.3M
Employees19
Clients280
DateFeb 2024
Total AUM$104M
Discretionary$74.7M
Non-Disc.$29.3M
Employees19
Clients280
DateJan 2024
Total AUM$104M
Discretionary$74.7M
Non-Disc.$29.3M
Employees19
Clients280
DateJan 2024
Total AUM$104M
Discretionary$74.7M
Non-Disc.$29.3M
Employees19
Clients280
DateOct 2023
Total AUM$75.6M
Discretionary$63.7M
Non-Disc.$11.8M
Employees19
Clients0
DateSep 2023
Total AUM$75.6M
Discretionary$63.7M
Non-Disc.$11.8M
Employees19
Clients0
DateAug 2023
Total AUM$75.6M
Discretionary$63.7M
Non-Disc.$11.8M
Employees17
Clients0
DateMay 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees19
Clients0
DateMay 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees19
Clients0
DateMay 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees19
Clients0
DateMar 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees19
Clients0