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MCADAM LLC

RADNOR, PA · CRD 170914 · IAPD ↗ · mcadamfa.com · (888) 614-5323

$2.68BRegulatory AUM
138Advisory reps
174Employees
271Clients
More than 500Planning clients
0Private funds
46States
2Disclosures
wealthSegment
ApprovedSEC status

Filing changes

51
December 2025 — MCADAM LLC notice-filed in ID, MT, ND.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
December 2025 — MCADAM LLC's Item 11 disclosure-reporting entries rose by 2 (0 -> 2).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
55
December 2025 — MCADAM LLC added office(s): 71 -> 77 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
August 2025 — MCADAM LLC added office(s): 70 -> 71 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
June 2025 — MCADAM LLC added office(s): 68 -> 70 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
47
April 2025 — MCADAM LLC notice-filed in NE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
April 2025 — MCADAM LLC moved its main office from PHILADELPHIA, PA to RADNOR, PA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
55
April 2025 — MCADAM LLC shrank from 156 to 138 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
55
April 2025 — MCADAM LLC added office(s): 66 -> 68 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
66
April 2025 — MCADAM LLC reported RAUM up 32% ($1.74B -> $2.29B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
55
August 2024 — MCADAM LLC added office(s): 68 -> 69 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
July 2024 — MCADAM LLC added office(s): 67 -> 68 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
June 2024 — MCADAM LLC added office(s): 66 -> 67 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
47
April 2024 — MCADAM LLC notice-filed in KS.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2024 — MCADAM LLC shrank from 188 to 156 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
67
April 2024 — MCADAM LLC reported RAUM up 39% ($1.26B -> $1.74B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.