Adp, Llc
$746M reported client assets across 3 advisory firms in FY2025 annual amendments
Reported client assets over time
$596M
$851M
2021
2025
Same-firm comparison: 2 firms that reported Adp, Llc in both FY2024 and FY2025 annual amendments (ADV Item 5.K.(3)). Fiscal years come directly from the SEC filing-type table; filing dates are not used as a year-end proxy. 2021, 2022, 2023 are shown but partial — only FY2021: 1 cohort firms, FY2022: 1 cohort firms, FY2023: 1 cohort firms.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Greenspring Advisors, Llc | $702M | $6.5B | 10.9% | 03/23/2026 |
| Primetrust Advisors Llc | $42.6M | $422M | 10.1% | 03/23/2026 |
| Pleasantdale Wealth Management, Llc | $1.1M | $114M | 1.0% | 02/06/2026 |
From Form ADV Schedule D 5.K.(3): custodians named at the 10%-of-SMA-assets threshold, with reported dollar amounts. "Share" is reported amount as a share of the firm's total regulatory AUM.