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MCADAM LLC
CRD 170914 · SEC 801-79583
150 N. RADNOR CHESTER ROAD, SUITE F-200, RADNOR, PA, 19087, United States
Phone
(888) 614-5323
Fax
(215) 399-9351
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.68B
Discretionary AUM
$2.66B
Team
174 total employees; 138 advisory reps; 271 broker-dealer reps
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-22
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 4954 | $1.33B |
| High net worth individuals | 584 | $1.34B |
| Corporations/business entities | 13 | $12.6M |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, KS, KY, LA, ME, MD, MA, MI, MN, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, TN, UT, VA, WV, WI, MO, WA, TX, NH, CT, FL
All web addresses on file
- HTTPS://WWW.MCADAMFA.COM
- https://fpgwealth.net/
- HTTPS://WWW.LINKEDIN.COM/COMPANY/MCADAM-FINANCIAL-GROUP
- HTTPS://WWW.FACEBOOK.COM/PATCHIRCHIRILLOFA/
- HTTPS://WWW.SHANESWEIGART.COM
- https://www.birchfp.com
- HTTPS://WWW.CMWEALTH.COM
- https://www.ccp.group
- https://www.cooneymcadamfa.com/
- HTTPS://WWW.LINKEDIN.COM/COMPANY/CORNERSTONE-CAPITAL-PLANNING-GROUP/
- https://www.retire.us
- HTTPS://WWW.CHUCKRUSHFA.COM
- https://www.alexanderfp.com
- HTTPS://WWW.MYADVISORTEAM.COM
- HTTPS://WWW.FACEBOOK.COM/MCADAMFINANCIALGROUP
Official SEC filing: View on IAPD