ADP STRATEGIC PLAN SERVICES, LLC
CRD #286555 SEC #801-109013 ROSELAND, NJ (973) 712-2000
SEC Registered
Total AUM
$23.8B
Discretionary
$23.8B
Employees
13
Clients
--
Accounts
90,603
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $23.8B | $23.8B | $0 | 13 | 190 |
| Jan 2025 | $20.9B | $20.9B | $0 | 11 | 167 |
| Jan 2025 | $20.9B | $20.9B | $0 | 11 | 167 |
| Dec 2024 | $20.9B | $20.9B | $0 | 11 | 167 |
| Sep 2024 | $18B | $18B | $0 | 11 | 167 |
| Sep 2024 | $18B | $18B | $0 | 11 | 167 |
| Jan 2024 | $15B | $15B | $0 | 11 | 157 |
| Oct 2023 | $13B | $13B | $0 | 11 | 157 |
| Sep 2023 | $12.9B | $12.9B | $0 | 11 | 140 |
| Aug 2022 | $9.2B | $9.2B | $0 | 10 | 124 |
| Jun 2022 | $8.3B | $8.3B | $0 | 9 | 118 |
| May 2022 | $8.3B | $8.3B | $0 | 9 | 118 |
| Sep 2021 | $8.3B | $8.3B | $0 | 9 | 118 |
| Aug 2021 | $4.9B | $4.9B | $0 | 9 | 109 |
| Dec 2020 | $4.9B | $4.9B | $0 | 9 | 109 |
| Sep 2020 | $4.9B | $4.9B | $0 | 9 | 109 |
| Sep 2019 | $3B | $3B | $0 | 9 | 88 |
| Sep 2018 | $1.2B | $1.2B | $0 | 9 | 42 |
| Mar 2018 | $376.4M | $376.4M | $0 | 8 | 0 |
| Sep 2017 | $2.9M | $2.9M | $0 | 8 | 26 |
| Sep 2017 | $2.9M | $2.9M | $0 | 8 | 26 |
DateSep 2025
Total AUM$23.8B
Discretionary$23.8B
Non-Disc.$0
Employees13
Clients190
DateJan 2025
Total AUM$20.9B
Discretionary$20.9B
Non-Disc.$0
Employees11
Clients167
DateJan 2025
Total AUM$20.9B
Discretionary$20.9B
Non-Disc.$0
Employees11
Clients167
DateDec 2024
Total AUM$20.9B
Discretionary$20.9B
Non-Disc.$0
Employees11
Clients167
DateSep 2024
Total AUM$18B
Discretionary$18B
Non-Disc.$0
Employees11
Clients167
DateSep 2024
Total AUM$18B
Discretionary$18B
Non-Disc.$0
Employees11
Clients167
DateJan 2024
Total AUM$15B
Discretionary$15B
Non-Disc.$0
Employees11
Clients157
DateOct 2023
Total AUM$13B
Discretionary$13B
Non-Disc.$0
Employees11
Clients157
DateSep 2023
Total AUM$12.9B
Discretionary$12.9B
Non-Disc.$0
Employees11
Clients140
DateAug 2022
Total AUM$9.2B
Discretionary$9.2B
Non-Disc.$0
Employees10
Clients124
DateJun 2022
Total AUM$8.3B
Discretionary$8.3B
Non-Disc.$0
Employees9
Clients118
DateMay 2022
Total AUM$8.3B
Discretionary$8.3B
Non-Disc.$0
Employees9
Clients118
DateSep 2021
Total AUM$8.3B
Discretionary$8.3B
Non-Disc.$0
Employees9
Clients118
DateAug 2021
Total AUM$4.9B
Discretionary$4.9B
Non-Disc.$0
Employees9
Clients109
DateDec 2020
Total AUM$4.9B
Discretionary$4.9B
Non-Disc.$0
Employees9
Clients109
DateSep 2020
Total AUM$4.9B
Discretionary$4.9B
Non-Disc.$0
Employees9
Clients109
DateSep 2019
Total AUM$3B
Discretionary$3B
Non-Disc.$0
Employees9
Clients88
DateSep 2018
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees9
Clients42
DateMar 2018
Total AUM$376.4M
Discretionary$376.4M
Non-Disc.$0
Employees8
Clients0
DateSep 2017
Total AUM$2.9M
Discretionary$2.9M
Non-Disc.$0
Employees8
Clients26
DateSep 2017
Total AUM$2.9M
Discretionary$2.9M
Non-Disc.$0
Employees8
Clients26