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Asset manager · Roseland, NJ

ADP Strategic Plan Services, LLC

SEC-registered investment adviser · CRD 286555 · SEC 801-109013

At a glance

ADP Strategic Plan Services, LLC is an SEC-registered investment adviser based in Roseland, New Jersey, with $32.4 billion in regulatory assets under management as of its Form ADV filed September 29, 2026. Its largest client group by assets is pension and profit sharing plans. By Form ADV it is a asset manager, ranked 277th of 3,218 asset managers and 616th of 17,210 SEC-registered advisers by assets.

Main office 973-712-2000adpstrategicplanservices.comAs filed on Form ADV

Regulatory AUM
$32B
Rank among asset managers
#277 of 3,218
Rank among all SEC RIAs
#616 of 17,210
Rank in New Jersey
#16 of 392
Clients
110,773
Accounts
110,773
Discretionary
100% of AUM
Employees
14
Advisory staff
6
Offices
2

Owners and executives on its Form ADV

Custody and brokerage

Custodian

  1. ADP Retirement Trust ServicesAffiliate of the firm$32B

Other RIAs using ADP Retirement Trust Services

Broker-dealer

Hybrid RIA

ADP Strategic Plan Services, LLC is a hybrid RIA: 13 of its employees are also registered representatives of a broker-dealer. It names an affiliated broker-dealer: ADP Broker-Dealer, Inc..

Other hybrid RIAs

Who it serves

Client typeClientsRegulatory AUMShare
Pension and profit sharing plans110,773$32B100%

Disciplinary disclosures

ADP Strategic Plan Services, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗

Services

  • Pension consulting

How it’s paid

  • A percentage of assets under management
  • Fixed fees

Form ADV and brochures on the SEC’s adviser search ↗adpstrategicplanservices.com ↗

AtlasMembers

The full record on ADP Strategic Plan Services, LLC

Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.

Assets, accounts, clients and staff, 8 years of filings
Locked
Growth over one, three and five years
Locked
Rank against 360 peers of its type and size
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Owners and executives, with titles and stakes
9 namedLocked
Main office, fax and compliance officer
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Filing changes this year, with alerts
3Locked
Open Atlas free

Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Background

Questions

How much does ADP Strategic Plan Services, LLC manage?

ADP Strategic Plan Services, LLC reports $32.4 billion in regulatory assets under management across 110,773 accounts, 100% of it on a discretionary basis, on its Form ADV filed September 29, 2026.

What kind of firm is ADP Strategic Plan Services, LLC?

ADP Strategic Plan Services, LLC is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals. A public reporting company controls it.

Who are ADP Strategic Plan Services, LLC’s clients?

By assets, its largest client types are pension and profit sharing plans ($32.4 billion, 110,773 clients).

Does ADP Strategic Plan Services, LLC have any disciplinary history?

ADP Strategic Plan Services, LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.

Where these numbers come from

Every figure is ADP Strategic Plan Services, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-09-29), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.

Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →