Institutional
    SEC Registered

    Adp Strategic Plan Services, LLC

    Registered investment advisor · Roseland, New Jersey · CRD #286555

    Assets Under Management
    $23.8B
    Client Accounts
    90,603
    Employees
    13
    CRD Number
    286555
    Registration
    SEC Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Adp Strategic Plan Services, LLC

    ADP Strategic Plan Services, LLC is an investment advisory firm that offers investment advisory and portfolio management services. It focuses on plan-level investment oversight and fiduciary consulting. The firm is based in Roseland, NJ.

    Fee Structure

    Percentage of assets under management Yes
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Adp Strategic Plan Services, LLC

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Adp Strategic Plan Services, LLC's AUM?

    Adp Strategic Plan Services, LLC reports approximately $23.8B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Adp Strategic Plan Services, LLC headquartered?

    Adp Strategic Plan Services, LLC is headquartered in Roseland, New Jersey.

    What is Adp Strategic Plan Services, LLC's CRD number?

    Adp Strategic Plan Services, LLC's CRD number is 286555. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Adp Strategic Plan Services, LLC manage?

    Adp Strategic Plan Services, LLC manages approximately 90,603 client accounts according to its latest SEC filing.

    Is Adp Strategic Plan Services, LLC SEC registered?

    Yes, Adp Strategic Plan Services, LLC is registered with the SEC as an investment adviser with an approved registration status.

    Similar advisors in New Jersey

    Pgim, Inc.
    Newark, NJ · $1.1T AUM
    Managed Account Advisors LLC
    Jersey City, NJ · $995B AUM
    UBS Financial Services Inc.
    Weehawken, NJ · $915.8B AUM
    Blackrock Investment Management, LLC
    Princeton, NJ · $676.7B AUM
    Metlife Investment Management, LLC
    Whippany, NJ · $563.8B AUM
    Pgim Investments LLC
    Newark, NJ · $344.8B AUM
    See all top RIA firms in New Jersey →

    Research firms like Adp Strategic Plan Services, LLC at scale

    Search 43,000+ investment firms and 640,000+ contacts by AUM, custodian, state, and strategy.

    Start Free Trial