NewRiaPulse / report
Diversified Planning Strategies Advisors LLC: new SEC registration, $154M AUM, Roseland, NJ
Diversified Planning Strategies Advisors LLC (Roseland, New Jersey): new SEC registration, $154M AUM, Roseland, NJ. Its amount of 154 is above the median of 134 (58th percentile). Dated 156 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 154 · 58th percentile of 1,149 NewRiaPulse records · 1.1x the median
Free preview: all 11 published fields of this record are shown below. Locked: 33 related NJ NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Diversified Planning Strategies Advisors LLC |
| Legal name | Diversified Planning Strategies Advisors LLC |
| CRD | 321737 |
| Status | Approved |
| Registered with the SEC | 2026-06-01 |
| Latest Form ADV filing | 2026-07-28 |
| Location | Roseland, NJ, United States |
| Regulatory AUM | $154,398,323 |
| Accounts | 709 |
| Employees | 6 |
| Website | https://www.instagram.com/dpsadvisors/?igshid=YmMyMTA2M2Y%3D |
| amount percentile | 58th of 1,149 (median 134, 1.1x median) |
| Peer records CSV (34 NJ records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-06-01
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (NJ first): Clear Wave Wealth Management, LLC · Sage Residential Management LLC · Tap Root Capital Management LP · West Horizon Capital · Certum Group · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Diversified Planning Strategies Advisors LLC and 34 New Jersey peers
- New Jersey NewRiaPulse records like this one: 34
- Diversified Planning Strategies Advisors LLC's amount: 58th percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every New Jersey peer: $6,800 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $154M under management.
- Website on file.
What is the NewRiaPulse record for Diversified Planning Strategies Advisors LLC in Roseland, New Jersey?
Diversified Planning Strategies Advisors LLC received SEC registration as an investment adviser (2026-06-01) with $154,398,323 in regulatory assets under management, based in Roseland, NJ.
How does Diversified Planning Strategies Advisors LLC compare to other New Jersey NewRiaPulse records?
Its amount of 154 sits in the upper half (58th percentile) of 1,149 records; the median is 134. It is 156 days old; check the official source for later updates before acting.
Diversified Planning Strategies Advisors LLC vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Diversified Planning Strategies Advisors LLC | Roseland, NJ | 154 | 58th | 2026-06-01 |
| Herndon Plant Oakley LTD | Corpus Christi, TX | 155 | 58th | 2026-09-11 |
| Diversified Wealth Advisors, LLC | Kansas City, MO | 138 | 52nd | 2026-09-24 |
| Johnston Investment Counsel, LTD. | Peoria, IL | 125 | 44th | 2026-09-28 |
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NewRiaPulse: $100M-$500M NewRiaPulse: records in New Jersey NewRiaPulse: Approved
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.