Adp Retirement Trust Services, Llc
$23.9B reported client assets across 5 advisory firms in FY2025 annual amendments
Reported client assets over time
$32.8M
$32.8M
2024
2025
Same-firm comparison: 1 firms that reported Adp Retirement Trust Services, 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.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Adp Strategic Plan Services, Llc | $23.8B | $23.8B | 99.9% | 09/24/2025 |
| Retirement Plan Fiduciaries, Llc | $36.3M | $193M | 18.8% | 03/02/2026 |
| Tagstone Capital, Inc. | $32.8M | $369M | 8.9% | 02/17/2026 |
| Invisor Financial Llc | $19.7M | $199M | 9.9% | 12/19/2025 |
| Rdg Capital Management Llc | $16.9M | $132M | 12.8% | 03/10/2026 |
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.