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RIA / WealthRegistered adviserinstitutional managerSEC registeredRAUM 10b 100b

ADP STRATEGIC PLAN SERVICES, LLC

CRD 286555

ROSELAND, NJ

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Search this name across graphsid dfx:ria:6fca6e13-bdf7-340f-9fe7-429cfaa25c9d

Data as of Jul 10, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:17 AM UTC and rebuilt at most every 15 minutes.

Relationships: 11
Dated events: 17
On other graphs: 1
Observed: Jan 19, 2017 to Jul 10, 2026
31 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Allocatorsidentity

ADP Strategic Plan Services, LLC

Investment consultant · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: institutional managerderivedprivate_client_share=0.0 fund_share=0.0 institutional_share=1.0 related_bd=true related_bank=false bd_reps=12.0
Regulatory AUM: $24BItem 5.F on the latest filing (2026-07-10); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $24B
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 13
Advisory employees: 6
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 90,603
SEC number: 801-109013
CRD: 286555
Filings on the tape: 31
First filed: Jan 19, 2017
Latest filed: Jul 10, 2026
Organised: Limited Liability Company, DE
Website: adpstrategicplanservices.com

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
ADP ATLANTIC LLC	SOLE MEMBER	E	yes	12/2016	Mar 6, 2018	Dec 23, 2024
AUTOMATIC DATA PROCESSING INC	Shareholder	E	yes	12/2016	Jan 19, 2017	Dec 23, 2024
BARRENECHEA, PATRICIA, MARGOT	CHIEF FINANCIAL OFFICER	Na	yes	11/2020	Dec 23, 2020	Dec 23, 2024
BLAKE, JAMES, PATRICK	CORPORATE SECRETARY	Na	yes	08/2024	Sep 19, 2024	Dec 23, 2024
BUCCELLA, JAMES, THOMAS	ELECTED MANAGER	Na	yes	12/2016	Jan 19, 2017	Dec 23, 2024
DOSPASSOS-KRIEG, KRISTIN, ANNE	ELECTED MANAGER	Na	yes	12/2016	Jan 19, 2017	Dec 23, 2024
HANLEY, JUANITA, DAVIDA	CHIEF COMPLIANCE OFFICER	Na	yes	12/2016	Jan 19, 2017	Dec 23, 2024
HODGES, JEFFRY, AARON	ELECTED MANAGER	Na	yes	09/2017	Sep 27, 2017	Dec 23, 2024
MCCUE, TERRANCE	RISK MANAGEMENT OFFICER	Na	yes	05/2020	Sep 18, 2020	Dec 23, 2024
MERROW, KEVIN, WILLIAM	President	Na	yes	11/2024	Dec 23, 2024	Dec 23, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
ADP BROKER-DEALER, INC.	n/a	n/a	n/a	N	yes	n/a
ADP RETIREMENT TRUST SERVICES LLC	n/a	n/a	n/a	N	yes	Nh
AUTOMATIC DATA PROCESSING INSURANCE AGENCY	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Salem	Nh	United States	1	no
FLORHAM PARK	Nj	United States	0	yes

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 8 of 9

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2024	Jan 24, 2025	$21B	$21B	11	5	2	n/a	n/a
2023	Sep 15, 2023	$13B	$13B	11	5	1	n/a	n/a
2022	Aug 29, 2022	$9.2B	$9.2B	10	5	1	n/a	n/a
2021	Sep 23, 2021	$8.3B	$8.3B	9	4	2	n/a	n/a
2020	Sep 18, 2020	$4.9B	$4.9B	9	5	3	n/a	n/a
2019	Sep 24, 2019	$3.0B	$3.0B	9	5	3	n/a	n/a
2018	Sep 26, 2018	$1.2B	$1.2B	9	6	3	n/a	n/a
2017	Sep 27, 2017	$2.9M	$2.9M	8	7	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2024	$24B	$13B	84.3%	$8.3B	42.3%	13	11	1	1

Relationships

Controls (10)

← BUCCELLA, JAMES, THOMASOwnerELECTED MANAGER, ownership code NA, individual
Jan 19, 2017 to Dec 23, 2024factForm ADV
← BARRENECHEA, PATRICIA, MARGOTOwnerCHIEF FINANCIAL OFFICER, ownership code NA, individual
Dec 23, 2020 to Dec 23, 2024factForm ADV
← BLAKE, JAMES, PATRICKOwnerCORPORATE SECRETARY, ownership code NA, individual
Sep 19, 2024 to Dec 23, 2024factForm ADV
← DOSPASSOS-KRIEG, KRISTIN, ANNEOwnerELECTED MANAGER, ownership code NA, individual
Jan 19, 2017 to Dec 23, 2024factForm ADV
← MERROW, KEVIN, WILLIAMOwnerPRESIDENT, ownership code NA, individual
Dec 23, 2024 to Dec 23, 2024factForm ADV
← HANLEY, JUANITA, DAVIDAOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Jan 19, 2017 to Dec 23, 2024factForm ADV
← HODGES, JEFFRY, AARONOwnerELECTED MANAGER, ownership code NA, individual
Sep 27, 2017 to Dec 23, 2024factForm ADV
← MCCUE, TERRANCEOwnerRISK MANAGEMENT OFFICER, ownership code NA, individual
Sep 18, 2020 to Dec 23, 2024factForm ADV
← ADP ATLANTIC LLCOwnerSOLE MEMBER, ownership code E, domestic entity
Mar 6, 2018 to Dec 23, 2024factForm ADV
← AUTOMATIC DATA PROCESSING INCOwnerSHAREHOLDER, ownership code E, domestic entity
Jan 19, 2017 to Dec 23, 2024factForm ADV

Registered with (1)

← Thomas ZenobyAdvisorregistration: previous registration
Jun 7, 2017 to Oct 4, 2017factForm ADV

Dated events

Occurred
Dec 23, 2024
Control person joined
William Kevin Merrow (President) appeared on Schedule A of Adp Strategic Plan Services, Llc
Form ADVobserved 4 days ago
Occurred
Sep 19, 2024
Control person joined
Patrick James Blake (Corporate Secretary) appeared on Schedule A of Adp Strategic Plan Services, Llc
Form ADVobserved 4 days ago
Occurred
Sep 18, 2024
Control person left
Renee Missy Blackorby (Corporate Secretary) no longer on Schedule A of Adp Strategic Plan Services, Llc (listed 2024-01-26, absent 2024-09-18)
Form ADVobserved 4 days ago
Occurred
Sep 15, 2023
Regulatory AUM changed
Adp Strategic Plan Services, Llc reported RAUM $12.9B, up 41% from $9.2B (2022-08-29 to 2023-09-15)
Form ADVobserved 4 days ago
$3.7B
Occurred
Jun 2, 2022
Control person joined
Renee Missy Blackorby (Corporate Secretary) appeared on Schedule A of Adp Strategic Plan Services, Llc
Form ADVobserved 4 days ago
Occurred
Jun 2, 2022
Control person left
Hundt Pamela Reid (Corporate Secretary) no longer on Schedule A of Adp Strategic Plan Services, Llc (listed 2022-05-04, absent 2022-06-02)
Form ADVobserved 4 days ago
Occurred
Sep 23, 2021
Regulatory AUM changed
Adp Strategic Plan Services, Llc reported RAUM $8.3B, up 70% from $4.9B (2021-08-25 to 2021-09-23)
Form ADVobserved 4 days ago
$3.4B
Occurred
Dec 23, 2020
Control person left
Marcus Adrian Purtschert (Chief Financial Officer) no longer on Schedule A of Adp Strategic Plan Services, Llc (listed 2020-09-18, absent 2020-12-23)
Form ADVobserved 4 days ago
Occurred
Dec 23, 2020
Control person joined
Margot Patricia Barrenechea (Chief Financial Officer) appeared on Schedule A of Adp Strategic Plan Services, Llc
Form ADVobserved 4 days ago
Occurred
Sep 18, 2020
Regulatory AUM changed
Adp Strategic Plan Services, Llc reported RAUM $4.9B, up 62% from $3.0B (2019-09-24 to 2020-09-18)
Form ADVobserved 4 days ago
$1.9B
Occurred
Sep 18, 2020
Control person joined
Marcus Adrian Purtschert (Chief Financial Officer) appeared on Schedule A of Adp Strategic Plan Services, Llc
Form ADVobserved 4 days ago
Occurred
Sep 18, 2020
Control person joined
Terrance Mccue (Risk Management Officer) appeared on Schedule A of Adp Strategic Plan Services, Llc
Form ADVobserved 4 days ago
Occurred
Sep 18, 2020
Control person left
Ann Nancy Johnsen (Chief Financial Officer) no longer on Schedule A of Adp Strategic Plan Services, Llc (listed 2019-09-24, absent 2020-09-18)
Form ADVobserved 4 days ago
Occurred
Sep 18, 2020
Control person left
Christopher Magno (Risk Management Officer) no longer on Schedule A of Adp Strategic Plan Services, Llc (listed 2019-09-24, absent 2020-09-18)
Form ADVobserved 4 days ago
Occurred
Sep 24, 2019
Regulatory AUM changed
Adp Strategic Plan Services, Llc reported RAUM $3.0B, up 141% from $1.2B (2018-09-26 to 2019-09-24)
Form ADVobserved 4 days ago
$1.8B
Occurred
Sep 26, 2018
Regulatory AUM changed
Adp Strategic Plan Services, Llc reported RAUM $1.2B, up 231% from $376.4M (2018-03-06 to 2018-09-26)
Form ADVobserved 4 days ago
$868M
Occurred
Jan 19, 2017
First Form ADV filing
Adp Strategic Plan Services, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:6fca6e13-bdf7-340f-9fe7-429cfaa25c9d
First observed: Jan 19, 2017
Last observed: Jul 10, 2026 2 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

ADP STRATEGIC PLAN SERVICES, LLC

CRD 286555

ROSELAND, NJ

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:6fca6e13-bdf7-340f-9fe7-429cfaa25c9d

Data as of Jul 10, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:17 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ADP ATLANTIC LLC

SOLE MEMBER

yes

12/2016

Mar 6, 2018

Dec 23, 2024

AUTOMATIC DATA PROCESSING INC

Shareholder

yes

12/2016

Jan 19, 2017

Dec 23, 2024

BARRENECHEA, PATRICIA, MARGOT

CHIEF FINANCIAL OFFICER

yes

11/2020

Dec 23, 2020

Dec 23, 2024

BLAKE, JAMES, PATRICK

CORPORATE SECRETARY

yes

08/2024

Sep 19, 2024

Dec 23, 2024

BUCCELLA, JAMES, THOMAS

ELECTED MANAGER

yes

12/2016

Jan 19, 2017

Dec 23, 2024

DOSPASSOS-KRIEG, KRISTIN, ANNE

ELECTED MANAGER

yes

12/2016

Jan 19, 2017

Dec 23, 2024

HANLEY, JUANITA, DAVIDA

CHIEF COMPLIANCE OFFICER

yes

12/2016

Jan 19, 2017

Dec 23, 2024

HODGES, JEFFRY, AARON

ELECTED MANAGER

yes

09/2017

Sep 27, 2017

Dec 23, 2024

MCCUE, TERRANCE

RISK MANAGEMENT OFFICER

yes

05/2020

Sep 18, 2020

Dec 23, 2024

MERROW, KEVIN, WILLIAM

President

yes

11/2024

Dec 23, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

ADP BROKER-DEALER, INC.

n/a

yes

n/a

ADP RETIREMENT TRUST SERVICES LLC

n/a

yes

AUTOMATIC DATA PROCESSING INSURANCE AGENCY

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

Salem

United States

FLORHAM PARK

United States

yes

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2024

Jan 24, 2025

$21B

n/a

2023

Sep 15, 2023

$13B

n/a

2022

Aug 29, 2022

$9.2B

n/a

2021

Sep 23, 2021

$8.3B

n/a

2020

Sep 18, 2020

$4.9B

n/a

2019

Sep 24, 2019

$3.0B

n/a

2018

Sep 26, 2018

$1.2B

n/a

2017

Sep 27, 2017

$2.9M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2024

$24B

$13B

84.3%

$8.3B

42.3%