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ADP STRATEGIC PLAN SERVICES, LLC

ROSELAND, NJ · CRD 286555 · IAPD ↗ · adpstrategicplanservices.com · (973) 712-2000

$32.40BRegulatory AUM
6Advisory reps
14Employees
194Clients
n/aPlanning clients
0Private funds
52States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

57
October 2026 — ADP STRATEGIC PLAN SERVICES, LLC reported RAUM up 36% ($23.78B -> $32.40B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
20
February 2024 — ADP STRATEGIC PLAN SERVICES, LLC changed its website from public.adpstrategicplanservices.com to adpstrategicplanservices.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
37
February 2024 — ADP STRATEGIC PLAN SERVICES, LLC notice-filed in VI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.