Wealth manager, independent · Radnor, PA
McAdam LLC
SEC-registered investment adviser · CRD 170914 · SEC 801-79583
At a glance
McAdam LLC is an SEC-registered investment adviser based in Radnor, Pennsylvania, with $2.7B in regulatory assets under management as of its Form ADV filed July 24, 2026. It reports 5,538 individual clients, 584 of them high-net-worth, holding an average of about $0.5 million each, and 174 employees. That ranks it 415th among the nation’s 5,657 independent wealth management RIAs and 33rd of 260 in Pennsylvania. It reports Charles Schwab as the custodian for its clients’ separately managed accounts.
Main office 888-614-5323mcadamfa.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $2.7B
- Rank among independent wealth managers
- #415 of 5,657
- Rank among all SEC RIAs
- #3,044 of 17,210
- Rank in Pennsylvania
- #33 of 260
- Individual clients
- 5,538
- High-net-worth clients
- 584
- Accounts
- 10,513
- Discretionary
- 99% of AUM
- Employees
- 174
- Advisory staff
- 138
- Offices
- 76
Owners and executives on its Form ADV
- Michael J. McAdamManaging Member
- Edward T. O'BrienChief Compliance Officer
Custody and brokerage
Broker-dealer
Hybrid RIA
McAdam LLC is a hybrid RIA: 36 of its employees are also registered representatives of a broker-dealer.
Its Form ADV brochure (filed April 2026) names Madison Avenue Securities as the broker-dealer its advisers are registered with.
vised Persons, in their individual capacities as registered representatives of Madison Avenue Securities (“Madison”), may provide securities brokerage services and implement securities transactions under a separate commission based arrange
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 584 | $1.3B | 50% |
| Individuals | 4,954 | $1.3B | 50% |
| Corporations or other businesses | 13 | $13M | <1% |
| Pension and profit sharing plans | – | $1M | <1% |
Disciplinary disclosures
McAdam LLC answers yes to 2 disclosure items in Item 11 of Form ADV (criminal, regulatory or civil matters involving the firm or its advisory affiliates). Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗mcadamfa.com ↗
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The full record on McAdam LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 1,510 peers of its type and size
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- Owners and executives, with titles and stakes
- 2 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in Pennsylvania
All of Pennsylvania →| Firm | Regulatory AUM | Clients |
|---|---|---|
| Key Financial, Inc.West Chester | $2.8B | 1,409 |
| Fragasso Financial AdvisorsSewickley | $2.8B | 2,073 |
| RTD Financial Advisors IncPhiladelphia | $2.7B | 719 |
| Jacobi Capital Management, LLCPittston | $2.6B | 2,900 |
| Cookson Peirce Wealth ManagementPittsburgh | $2.6B | 1,544 |
| RKL Private WealthLancaster | $2.5B | 948 |
Background
Questions
How much does McAdam LLC manage?
McAdam LLC reports $2.7B in regulatory assets under management across 10,513 accounts, 99% of it on a discretionary basis, on its Form ADV filed July 24, 2026.
How many clients does McAdam LLC have?
It reports 5,538 individual clients: 584 high-net-worth individuals and 4,954 other individuals. Individuals account for about 99% of its regulatory assets.
Where is McAdam LLC headquartered?
Its main office is in Radnor, Pennsylvania. It reports 76 offices in total and 174 employees, 138 of whom perform investment advisory functions.
How does McAdam LLC charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; fixed fees. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does McAdam LLC use?
It reports Charles Schwab as the custodian for its clients’ separately managed accounts. On Schedule D of its Form ADV filed July 24, 2026, it reports these amounts held: Charles Schwab ($2.7B). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is McAdam LLC a hybrid RIA with a broker-dealer?
McAdam LLC is a hybrid RIA: 36 of its employees are also registered representatives of a broker-dealer. Those representatives can also earn commissions on brokerage business through the broker-dealer, where different rules apply than for advisory accounts.
Is McAdam LLC a fiduciary?
As an SEC-registered investment adviser, McAdam LLC owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. 36 of its employees are also registered representatives of a broker-dealer, where different rules apply to brokerage recommendations.
Where these numbers come from
Every figure is McAdam LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-07-24), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →