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ACA/PRUDENT INVESTORS PLANNING CORPORATION
CRD 47798File 801-56596
APPROVED
Retail clients
Filing as of Mar 26, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$351.4M
Below cohort median (national)
Discretionary AUM
$0
Non-discretionary $351.4M
Clients
880
1,509 accounts
Employees
2
Below cohort median in NJ
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Jun 15, 1999
- Principal office
- 290 US HIGHWAY 22, SUITE 201, GREEN BROOK, NJ, 08812
- Phone
- 732-926-1100
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $351.4M
- Discretionary AUM
- $0
- Non-discretionary AUM
- $351.4M
- Discretionary accounts
- 0
- Non-discretionary accounts
- 1,509
- Total accounts
- 1,509
- AUM per client
- $399K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 70 | $167.9M |
| Individuals (other than high net worth individuals) | 810 | $183.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Educational seminars
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 878 | 880 | increased by2 |
| Apr 1, 2026 | AUM | $323,469,032 | $351,355,616 | increased by$27,886,584 |
| Apr 1, 2026 | Accounts | 1,511 | 1,509 | decreased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 889 | 878 | decreased by11 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $299,013,764 | $323,469,032 | increased by$24,455,268 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,546 | 1,511 | decreased by35 |
| Apr 1, 2022 | Clients | 857 | 889 | increased by32 |
| Apr 1, 2022 | AUM | $261,110,396 | $299,013,764 | increased by$37,903,368 |
| Apr 1, 2022 | Accounts | 1,535 | 1,546 | increased by11 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ACA PRUDENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ACA PRUDENT” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.