Mcadam Llc
SEC-registered
Wealth Manager · Mid-sized ($1B–$10B)
CRD 170914
· SEC file 801-79583
· Radnor, PA
· www.retire.us
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ADV data as of Jul 24, 2026
- Regulatory AUM
- $2.7B
- Discretionary
- $2.7B
- Clients
- 5,551
- Avg AUM / client
- $482K
- Accounts
- 10,513
- Employees
- 174
AUM over time
$0
$2.7B
Oct 2014
Jul 2026
Annual snapshots from Form ADV filings · as of Jul 24, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 4,954 | $1.3B | 49.5% |
| High net worth individuals | 584 | $1.3B | 49.9% |
| Pension and profit sharing plans | Fewer than 5 clients | $1.2M | 0.05% |
| Corporations and other businesses | 13 | $12.6M | 0.47% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Netjets Aviation, Inc. 401(k) Retirement Plan Netjets Aviation, Inc. | 2024 | |
| Ascensus Secure Retirement Pooled Employer Plan Newport Group, Inc. | 2024 | |
| Axelon Services Corporation 401(k) Profit Sharing Plan Axelon Services Corporation | 2024 | |
| New River Systems 401(k) Plan New River Systems Corporation | 2024 | |
| Humana Retirement Savings Plan Humana Inc. | 2024 | |
| Hdr, Inc. Best Plan And Esop Hdr, Inc. | 2024 | |
| Saul Ewing Retirement Plan Saul Ewing Llp | 2024 |
People (135)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Michael Joseph Mcadam | Managing Member | Oct 2014 (12y) | 75% or more | |
| Edward Thomas O'brien | Chief Compliance Officer | Oct 2014 (12y) | Less than 5% | |
| Andrew William Phelan | Registered representative | Oct 2014 (12y) | ||
| Christopher Joseph Colasurdo | Registered representative | CFP | Oct 2014 (12y) | |
| Justin P Caudle | Registered representative | CFP | Oct 2014 (12y) | |
| Kristen Theresa Koonce | Registered representative | CFP | Oct 2014 (12y) | |
| Michael Ryan Blahusch | Registered representative | CFP | Oct 2014 (12y) | |
| Philip Allen Simonides | Registered representative | CFP | Oct 2014 (12y) | |
| Rebecca Rose Meares | Registered representative | CFP | Oct 2014 (12y) | |
| Victoria Thu Van Pazzalia | Registered representative | Oct 2014 (12y) | ||
| Anthony Chirchirillo | Registered representative | CFP | Oct 2014 (12y) | |
| Bryan Joseph Cooney | Registered representative | CFP | Oct 2014 (12y) | |
| Patrick James Chirchirillo | Registered representative | Oct 2014 (12y) | ||
| Shane Michael Sweigart | Registered representative | CFP | Oct 2014 (12y) | |
| Jason William Thompson | Registered representative | Oct 2014 (12y) | ||
| Ryan James Steele | Registered representative | CFP | Oct 2014 (12y) | |
| Lauren Rainey Doolan | Registered representative | CFP | Oct 2014 (12y) | |
| Kiran Sweigart | Registered representative | CFP | Oct 2014 (12y) | |
| Sean Patrick Morrissey | Registered representative | CFP | Oct 2014 (12y) | |
| Gregory David Hughes | Registered representative | Oct 2014 (12y) | ||
| Shaopeng Zhu | Registered representative | Oct 2014 (12y) | ||
| Adrian Vaughn | Registered representative | CFP | Nov 2014 (12y) | |
| Nicholas John Filano | Registered representative | CFP | Nov 2014 (12y) | |
| Parker William Austin Moody | Registered representative | CFP | Nov 2014 (12y) | |
| Todd Patrick Flynn | Registered representative | Dec 2014 (12y) | ||
| Alaric Evan Goth | Registered representative | Dec 2014 (12y) | ||
| Morgan Francis Murphy | Registered representative | Dec 2014 (12y) | ||
| Linus Jae Park | Registered representative | CFP CFA | Dec 2014 (12y) | |
| Rand Issam Andoni | Registered representative | May 2015 (11y) | ||
| Thomas Joseph Redman | Registered representative | Sep 2015 (11y) | ||
| Broderick Charles Zisko | Registered representative | Sep 2016 (10y) | ||
| Nicholas John Falzone | Registered representative | Oct 2016 (10y) | ||
| Oshaka Lakdeeptha Pinto | Registered representative | Mar 2017 (9y) | ||
| Jason Watson | Registered representative | Mar 2017 (9y) | ||
| Jake Tyler Pinto | Registered representative | CFP | May 2017 (9y) | |
| Markus Harold Malmgren | Registered representative | May 2017 (9y) | ||
| Davis Wilson | Registered representative | Sep 2017 (9y) | ||
| Austin Shaughnessy | Registered representative | Nov 2017 (9y) | ||
| Joshua Bain Godick | Registered representative | Nov 2017 (9y) | ||
| Christopher Richard Morrissey | Registered representative | Jan 2018 (9y) | ||
| Jeffrey Dale Heminitz | Registered representative | Apr 2018 (8y) | ||
| Austin Smith Whittington | Registered representative | CFP | Jul 2018 (8y) | |
| Steven Schmuhl | Registered representative | Jul 2018 (8y) | ||
| Christopher Nguyen | Registered representative | Aug 2018 (8y) | ||
| Aaron Joseph Swenson | Registered representative | Aug 2018 (8y) | ||
| James Trevouledes | Registered representative | CFP | Aug 2018 (8y) | |
| Jalen Ross Hunt Campbell | Registered representative | Sep 2018 (8y) | ||
| William Francis Dulin | Registered representative | Sep 2018 (8y) | ||
| Anthony Wayne Rush | Registered representative | Jan 2019 (8y) | ||
| Cody Diamore | Registered representative | Feb 2019 (7y) | ||
| Derek Joseph Stavarski | Registered representative | Feb 2019 (7y) | ||
| Joseph Hubert | Registered representative | May 2019 (7y) | ||
| Alison Marie Whittington | Registered representative | CFP | Aug 2019 (7y) | |
| William Alexander Fox | Registered representative | Sep 2019 (7y) | ||
| Eli Marshall Bishop | Registered representative | Sep 2019 (7y) | ||
| Isaiah James Carroll | Registered representative | Oct 2019 (7y) | ||
| Robert Andrew Carroll | Registered representative | Oct 2019 (7y) | ||
| Robert Francis Bildner | Registered representative | Dec 2019 (7y) | ||
| Daniel John Cacciola | Registered representative | Jan 2020 (7y) | ||
| Brian William Gassaway | Registered representative | Apr 2020 (6y) | ||
| Paul Brooks Mason | Registered representative | Jul 2020 (6y) | ||
| James Matthew Mc Carthy | Registered representative | Jul 2020 (6y) | ||
| Nicholas James Sabo | Registered representative | Aug 2020 (6y) | ||
| Dominic Shih Yuan Phuah | Registered representative | Sep 2020 (6y) | ||
| Owen Allen | Registered representative | Sep 2020 (6y) | ||
| Emma Tranfalia | Registered representative | Oct 2020 (6y) | ||
| Erich Grant Hohenleitner | Registered representative | Oct 2020 (6y) | ||
| Henry James Yocum | Registered representative | Oct 2020 (6y) | ||
| Michael Joseph Lynch | Registered representative | Oct 2020 (6y) | ||
| Thomas M Williams | Registered representative | Oct 2020 (6y) | ||
| Benjamin William Lucas | Registered representative | Oct 2020 (6y) | ||
| Elliott Bauer | Registered representative | Oct 2020 (6y) | ||
| Matthew Edward Donohue | Registered representative | CFP | Nov 2020 (6y) | |
| Andrew Paul Gerety | Registered representative | Dec 2020 (6y) | ||
| Sebastian Frank Dovi | Registered representative | Dec 2020 (6y) | ||
| Joseph Michael Radico | Registered representative | Mar 2021 (5y) | ||
| Brittany Lynn Oliveira | Registered representative | Apr 2021 (5y) | ||
| Grant Shapiro | Registered representative | Apr 2021 (5y) | ||
| Christopher Anthony De Giacomo | Registered representative | CFP | Apr 2021 (5y) | |
| Patrick James Oursler | Registered representative | Apr 2021 (5y) | ||
| Frances D Nicoletti | Registered representative | Apr 2021 (5y) | ||
| John Michael Mac Aulay | Registered representative | CFP | Apr 2021 (5y) | |
| Jake Tyler Riche | Registered representative | May 2021 (5y) | ||
| Kevin Eugene Walsh | Registered representative | May 2021 (5y) | ||
| Spencer Thomas Hall | Registered representative | Jun 2021 (5y) | ||
| Tanner Cole Bivens | Registered representative | Jul 2021 (5y) | ||
| Elias Matthew Junghee Park | Registered representative | CFP | Aug 2021 (5y) | |
| Douglas William Smith | Registered representative | Oct 2021 (5y) | ||
| Thomas Enriquez | Registered representative | Oct 2021 (5y) | ||
| Abraham Charles Fleck | Registered representative | Oct 2021 (5y) | ||
| Julia Renee Schweibenz | Registered representative | Oct 2021 (5y) | ||
| Zachry Harold Mc Mann | Registered representative | Nov 2021 (5y) | ||
| Peter John Molnar | Registered representative | Nov 2021 (5y) | ||
| Cody Richmond | Registered representative | CFP | Jan 2022 (5y) | |
| Tyler Richard Kendzior | Registered representative | Jan 2022 (5y) | ||
| Robert Louis Stark | Registered representative | Jan 2022 (5y) | ||
| James Chandler Moda | Registered representative | Feb 2022 (5y) | ||
| Ian David Helmus | Registered representative | Feb 2022 (4y) | ||
| James Alec Hartman | Registered representative | Feb 2022 (4y) | ||
| Louis Thomas Mantush | Registered representative | Feb 2022 (4y) | ||
| Mark Joseph Di Matteo | Registered representative | Feb 2022 (4y) | ||
| Jeffrey Robert Jones | Registered representative | Mar 2022 (4y) | ||
| William Hunter Collier | Registered representative | Mar 2022 (4y) | ||
| Tucker Joseph Johnson | Registered representative | Aug 2022 (4y) | ||
| Andrew Bryant Duffy | Registered representative | Sep 2022 (4y) | ||
| Benjamin Andre Holtz | Registered representative | Oct 2022 (4y) | ||
| Noah Robert Strasmann | Registered representative | Oct 2022 (4y) | ||
| Jawan Tyree Mc Allister | Registered representative | Oct 2022 (4y) | ||
| Benjamin Jackson Poe | Registered representative | Jan 2023 (4y) | ||
| Robert Thomas Kovalesky | Registered representative | Jan 2023 (4y) | ||
| Connor Nicholas Seifert | Registered representative | Jan 2023 (4y) | ||
| Eric Michael Mattei | Registered representative | CFP | Jan 2023 (4y) | |
| Spencer Harrison | Registered representative | Feb 2023 (4y) | ||
| Conor Francis O'malley | Registered representative | Feb 2023 (3y) | ||
| Dante Anthony Wright | Registered representative | Feb 2023 (3y) | ||
| Caleb James Jelcick | Registered representative | Mar 2023 (3y) | ||
| John Barlow Reid | Registered representative | Apr 2023 (3y) | ||
| Michael Bond | Registered representative | Sep 2023 (3y) | ||
| Drew Florentino Paunil | Registered representative | CFP | Oct 2023 (3y) | |
| Michael Weishon Yen | Registered representative | Dec 2023 (3y) | ||
| Alyson Dana | Registered representative | Feb 2024 (2y) | ||
| William James Burrough | Registered representative | Oct 2024 (2y) | ||
| Zachary R Clark | Registered representative | Dec 2024 (2y) | ||
| Stephen Thomas Mc Carrick | Registered representative | Mar 2025 (1y) | ||
| Isaac Holland | Registered representative | May 2025 (1y) | ||
| Kirsten Allison Buddington Davis | Registered representative | May 2025 (1y) | ||
| Hannah Catherine Kirk | Registered representative | May 2025 (1y) | ||
| Juliet Elizabeth Mcglaughlin | Registered representative | Aug 2025 (1y) | ||
| Michael A Scarpati | Registered representative | Sep 2025 (1y) | ||
| Nash Toman Biyer Klinger | Registered representative | Sep 2025 (1y) | ||
| Illya Manuel Bermant | Registered representative | Nov 2025 (1y) | ||
| Melanie Bianca Blakney | Registered representative | Jan 2026 (1y) | ||
| James Vincent Masone | Registered representative | Jun 2026 (0y) | ||
| Alexander Gabordi | Registered representative | Jul 2026 (0y) | ||
| Jia H Chen | Registered representative | Jul 2026 (0y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (7)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Netjets Aviation, Inc. 401(k) Retirement Plan | Netjets Aviation, Inc. | 4,042 | $2.5B | 01/01/2024 |
| Ascensus Secure Retirement Pooled Employer Plan | Newport Group, Inc. | 11,059 | $206M | 01/01/2024 |
| Axelon Services Corporation 401(k) Profit Sharing Plan | Axelon Services Corporation | 635 | $18.2M | 01/01/2024 |
| New River Systems 401(k) Plan | New River Systems Corporation | 125 | $13.0M | 01/01/2024 |
| Humana Retirement Savings Plan | Humana Inc. | 42,968 | $7.7B | 01/01/2024 |
| Hdr, Inc. Best Plan And Esop | Hdr, Inc. | 12,137 | $7.7B | 01/01/2024 |
| Saul Ewing Retirement Plan | Saul Ewing Llp | 869 | $489M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/22/2026 | 1.58 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $2.7B (100% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 24, 2026.
View current Form ADV (SEC/IAPD) ↗