AdFi
ML

MCADAM LLC

SEC Registered

You Deserve a Retirement That's Financially Advanced

RADNOR, PAhttps://mcadamfa.com(888) 614-5323
Assets Under Management
$1B–$5B
Employees
174
Office Locations
13 offices
Total Accounts
10513

About the firm

McAdam Financial offers holistic financial planning and proven asset management, focusing on safe money strategies to help clients protect and grow their wealth. The firm uses an Advanced Advisory Model and process-driven portfolio management with proprietary analytics to develop custom retirement plans.

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

IndividualsHigh Net WorthPension/Profit SharingState/Municipal

Areas of expertise

Retirement PlanningHolistic Financial PlanningAsset ManagementSafe Money StrategiesTax StrategyEstate PlanningMarket VolatilityInflation MitigationPortfolio Management

Services

Holistic financial planning, asset management, safe money strategies, tax strategy optimization, estate planning, investment risk management, and retirement income planning

Who they serve

Clients planning for or entering retirement who want to protect and grow their wealth

Client segmentClientsAssets managed
Individuals (Non-HNW)4,954$1.3B
High Net Worth Individuals584$1.3B

271 total clients reported on Form ADV.

Leadership

Michael Joseph Mcadam
MANAGING MEMBER
Edward Thomas O'brien
CHIEF COMPLIANCE OFFICER

Office locations

13 offices in 7 states
PA
RADNORHQ
WA
OLYMPIA
VA
RESTON
IL
CHICAGO
NY
NEW YORK
PA
PHILADELPHIA
MA
HINGHAM
MA
BOSTON
VA
TYSONS CORNER
VA
MCLEAN
MA
MARSTON MILLS
NJ
HADDONFIELD
PA
PHILADELPHIA

Advisors at this firm

Showing 100 of 134

Owen Allen
Investment Adviser Representative
Investment Adviser Rep
Rand Issam Andoni
Investment Adviser Representative
Investment Adviser Rep
Robert Francis Bildner
Investment Adviser Representative
Investment Adviser Rep
Michael Ryan Blahusch
Investment Adviser Representative
Dual-registered
Elliott Bauer
Investment Adviser Representative
Investment Adviser Rep
Illya Manuel Bermant
Investment Adviser Representative
Dual-registered
Eli Marshall Bishop
Investment Adviser Representative
Investment Adviser Rep
Tanner Cole Bivens
Investment Adviser Representative
Investment Adviser Rep
Melanie Bianca Blakney
Investment Adviser Representative
Investment Adviser Rep
Michael Bond
Investment Adviser Representative
Dual-registered
Kirsten Allison Buddington Davis
Investment Adviser Representative
Investment Adviser Rep
William James Burrough
Investment Adviser Representative
Investment Adviser Rep
Justin P Caudle
Investment Adviser Representative
Dual-registered
Patrick James Chirchirillo
Investment Adviser Representative
Dual-registered
Christopher Joseph Colasurdo
Investment Adviser Representative
Dual-registered
Bryan Joseph Cooney
Investment Adviser Representative
Dual-registered
Daniel John Cacciola
Investment Adviser Representative
Investment Adviser Rep
Jalen Ross Hunt Campbell
Investment Adviser Representative
Investment Adviser Rep
Isaiah James Carroll
Investment Adviser Representative
Investment Adviser Rep
Robert Andrew Carroll
Investment Adviser Representative
Dual-registered
Jia H Chen
Investment Adviser Representative
Dual-registered
Anthony Chirchirillo
Investment Adviser Representative
Dual-registered
Zachary R Clark
Investment Adviser Representative
Investment Adviser Rep
William Hunter Collier
Investment Adviser Representative
Investment Adviser Rep
Lauren Rainey Doolan
Investment Adviser Representative
Dual-registered
Sebastian Frank Dovi
Investment Adviser Representative
Investment Adviser Rep
Alyson Dana
Investment Adviser Representative
Investment Adviser Rep
Christopher Anthony Degiacomo
Investment Adviser Representative
Investment Adviser Rep
Cody Diamore
Investment Adviser Representative
Investment Adviser Rep
Mark Joseph Dimatteo
Investment Adviser Representative
Investment Adviser Rep
Matthew Edward Donohue
Investment Adviser Representative
Investment Adviser Rep
Andrew Bryant Duffy
Investment Adviser Representative
Investment Adviser Rep
William Francis Dulin
Investment Adviser Representative
Investment Adviser Rep
Thomas Enriquez
Investment Adviser Representative
Dual-registered
Nicholas John Filano
Investment Adviser Representative
Investment Adviser Rep
Nicholas John Falzone
Investment Adviser Representative
Investment Adviser Rep
Abraham Charles Fleck
Investment Adviser Representative
Investment Adviser Rep
Todd Patrick Flynn
Investment Adviser Representative
Dual-registered
William Alexander Fox
Investment Adviser Representative
Investment Adviser Rep
Brian William Gassaway
Investment Adviser Representative
Investment Adviser Rep
Andrew Paul Gerety
Investment Adviser Representative
Investment Adviser Rep
Joshua Bain Godick
Investment Adviser Representative
Investment Adviser Rep
Alaric Evan Goth
Investment Adviser Representative
Dual-registered
Gregory David Hughes
Investment Adviser Representative
Investment Adviser Rep
Spencer Thomas Hall
Investment Adviser Representative
Investment Adviser Rep
Delonte Harrell
Investment Adviser Representative
Investment Adviser Rep
Spencer Harrison
Investment Adviser Representative
Investment Adviser Rep
James Alec Hartman
Investment Adviser Representative
Investment Adviser Rep
Ian David Helmus
Investment Adviser Representative
Investment Adviser Rep
Jeffrey Dale Heminitz
Investment Adviser Representative
Investment Adviser Rep
Erich Grant Hohenleitner
Investment Adviser Representative
Investment Adviser Rep
Isaac Holland
Investment Adviser Representative
Investment Adviser Rep
Benjamin Andre Holtz
Investment Adviser Representative
Investment Adviser Rep
Joseph Hubert
Investment Adviser Representative
Investment Adviser Rep
Caleb James Jelcick
Investment Adviser Representative
Investment Adviser Rep
Tucker Joseph Johnson
Investment Adviser Representative
Investment Adviser Rep
Jeffrey Robert Jones
Investment Adviser Representative
Investment Adviser Rep
Robert Thomas Kovalesky Jr
Investment Adviser Representative
Dual-registered
Tyler Richard Kendzior
Investment Adviser Representative
Investment Adviser Rep
Hannah Catherine Kirk
Investment Adviser Representative
Dual-registered
Nash Toman Biyer Klinger
Investment Adviser Representative
Investment Adviser Rep
Kristen Theresa Koonce
Investment Adviser Representative
Dual-registered
Benjamin William Lucas
Investment Adviser Representative
Investment Adviser Rep
Michael Joseph Lynch
Investment Adviser Representative
Investment Adviser Rep
Markus Harold Malmgren
Investment Adviser Representative
Dual-registered
Michael Joseph McAdam
Investment Adviser Representative
Dual-registered
Rebecca Rose Meares
Investment Adviser Representative
Dual-registered
Sean Patrick Morrissey
Investment Adviser Representative
Dual-registered
John Michael Macaulay
Investment Adviser Representative
Dual-registered
Louis Thomas Mantush
Investment Adviser Representative
Investment Adviser Rep
Paul Brooks Mason III
Investment Adviser Representative
Investment Adviser Rep
James Vincent Masone
Investment Adviser Representative
Investment Adviser Rep
Eric Michael Mattei
Investment Adviser Representative
Dual-registered
Jawan Tyree McAllister
Investment Adviser Representative
Investment Adviser Rep
Stephen Thomas McCarrick
Investment Adviser Representative
Dual-registered
James Matthew McCarthy
Investment Adviser Representative
Investment Adviser Rep
Zachry Harold McMann
Investment Adviser Representative
Investment Adviser Rep
Juliet Elizabeth McGlaughlin
Investment Adviser Representative
Investment Adviser Rep
James Chandler Moda
Investment Adviser Representative
Investment Adviser Rep
Peter John Molnar
Investment Adviser Representative
Investment Adviser Rep
Parker William Austin Moody
Investment Adviser Representative
Dual-registered
Christopher Richard Morrissey
Investment Adviser Representative
Investment Adviser Rep
Morgan Francis Murphy IV
Investment Adviser Representative
Investment Adviser Rep
Frances D Nicoletti
Investment Adviser Representative
Investment Adviser Rep
Christopher Nguyen
Investment Adviser Representative
Investment Adviser Rep
Edward Thomas O'Brien
Investment Adviser Representative
Dual-registered
Conor Francis O'Malley
Investment Adviser Representative
Investment Adviser Rep
Brittany Lynn Oliveira
Investment Adviser Representative
Investment Adviser Rep
Patrick James Oursler
Investment Adviser Representative
Investment Adviser Rep
Drew Florentino Paunil Mr.
Investment Adviser Representative
Dual-registered
Victoria Thu-Van Pazzalia
Investment Adviser Representative
Dual-registered
Elias Matthew-Junghee Park
Investment Adviser Representative
Dual-registered
Linus Jae Park
Investment Adviser Representative
Dual-registered
Andrew William Phelan
Investment Adviser Representative
Investment Adviser Rep
Dominic Shih Yuan Phuah
Investment Adviser Representative
Investment Adviser Rep
Jake Tyler Pinto
Investment Adviser Representative
Investment Adviser Rep
Oshaka Lakdeeptha Pinto
Investment Adviser Representative
Investment Adviser Rep
Benjamin Jackson Poe
Investment Adviser Representative
Investment Adviser Rep
Thomas Joseph Redman
Investment Adviser Representative
Dual-registered
Joseph Michael Radico
Investment Adviser Representative
Investment Adviser Rep

Regulatory & compliance

CRD number
#170914
SEC Number
801-79583
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Flat Fee

Data as of April 22, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. MCADAM LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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MCADAM LLC in RADNOR, PA | AdvisorFinder