DFX Intelligence
Advisors
Advisors registered through Mcadam LLCAbout this listEvery person with a current investment adviser registration on IAPD, with the firm, the branch city and state, the date the current registration began, prior registered firms, exams and designations.Nothing here is a book size: an advisor’s assets are not public and are not estimated on this page.
134 advisors
| Advisor | Firm | Branch | Here since | In industry | Prior firms | States |
|---|---|---|---|---|---|---|
| John Barlow Reid | Mcadam LLC independent RIA | Denver, Co | Apr 28, 2023 | 13 y | 0 | 2 |
| Jake Tyler Riche | Mcadam LLC independent RIA | Radnor, Pa | May 7, 2021 | 10 y | 0 | 2 |
| Cody Richmond Certified Financial Planner | Mcadam LLC independent RIA | Radnor, Pa | Jan 6, 2022 | 12 y | 0 | 2 |
| A•••••• W•••• R••• | M••••• L•• independent RIA | Vienna, Va | Jan 23, 2019 | 11 y | 0 | 1 |
| N••••••• J•••• S••• | M••••• L•• independent RIA | Radnor, Pa | Aug 19, 2020 | 10 y | 0 | 2 |
| M•••••• A• S••••••• | M••••• L•• independent RIA | Radnor, Pa | Sep 18, 2025 | 15 y | 1 | 1 |
| S••••• S•••••• dual registrant | M••••• L•• independent RIA | Chicago, Il | Jul 13, 2018 | 12 y | 0 | 2 |
| J•••• R•••• S••••••••• | M••••• L•• independent RIA | Radnor, Pa | Oct 27, 2021 | 10 y | 0 | 2 |
| C••••• N••••••• S•••••• | M••••• L•• independent RIA | Radnor, Pa | Jan 20, 2023 | 11 y | 0 | 1 |
| G•••• S•••••• | M••••• L•• independent RIA | Radnor, Pa | Apr 7, 2021 | 10 y | 0 | 2 |
| A••••• S••••••••• dual registrant | M••••• L•• independent RIA | Radnor, Pa | Nov 2, 2017 | 13 y | 0 | 2 |
| P••••• A•••• S•••••••• Certified Financial Planner · dual registrant | M••••• L•• independent RIA | Radnor, Pa | Oct 3, 2014 | 38 y | 3 | 2 |
| D•••••• W•••••• S•••• | M••••• L•• independent RIA | St Augustine, Fl | Oct 6, 2021 | 11 y | 4 | 2 |
| R••••• L•••• S•••• | M••••• L•• independent RIA | Radnor, Pa | Jan 12, 2022 | 13 y | 0 | 2 |
| D•••• J••••• S•••••••• | M••••• L•• independent RIA | Radnor, Pa | Feb 22, 2019 | 10 y | 0 | 1 |
| R••• J•••• S••••• Certified Financial Planner | M••••• L•• independent RIA | Radnor, Pa | Oct 9, 2014 | 12 y | 1 | 2 |
| N••• R• S•••••••• | M••••• L•• independent RIA | St George, Ut | Oct 17, 2022 | 10 y | 0 | 2 |
| K•••• S••••••• Certified Financial Planner · dual registrant | M••••• L•• independent RIA | Radnor, Pa | Oct 13, 2014 | 15 y | 1 | 2 |
| S•••• M•••••• S••••••• Certified Financial Planner · dual registrant | M••••• L•• independent RIA | Radnor, Pa | Oct 6, 2014 | 17 y | 1 | 1 |
| A•••• J••••• S•••••• | M••••• L•• independent RIA | Radnor, Pa | Aug 23, 2018 | 12 y | 0 | 1 |
| J•••• W•••••• T••••••• | M••••• L•• independent RIA | Radnor, Pa | Oct 8, 2014 | 15 y | 1 | 1 |
| E••• T•••••••• | M••••• L•• independent RIA | Radnor, Pa | Oct 14, 2020 | 10 y | 0 | 1 |
| J•••• T••••••••• Certified Financial Planner · dual registrant | M••••• L•• independent RIA | Radnor, Pa | Aug 24, 2018 | 12 y | 0 | 1 |
| A••••• V••••• Certified Financial Planner · dual registrant | M••••• L•• independent RIA | Reston, Va | Nov 10, 2014 | 13 y | 0 | 1 |
| K•••• E••••• W•••• | M••••• L•• independent RIA | St Johns, Fl | May 10, 2021 | 17 y | 1 | 2 |
| A••••• M•••• W••••••••• Certified Financial Planner | M••••• L•• independent RIA | Radnor, Pa | Aug 21, 2019 | 11 y | 0 | 2 |
| A••••• S•••• W••••••••• Certified Financial Planner | M••••• L•• independent RIA | Radnor, Pa | Jul 13, 2018 | 12 y | 0 | 2 |
| T••••• M• W••••••• | M••••• L•• independent RIA | Radnor, Pa | Oct 14, 2020 | 10 y | 0 | 1 |
| D•••• W••••• dual registrant | M••••• L•• independent RIA | Radnor, Pa | Sep 11, 2017 | 13 y | 0 | 2 |
| D•••• A•••••• W••••• | M••••• L•• independent RIA | Radnor, Pa | Feb 16, 2023 | 12 y | 0 | 1 |
| M•••••• W•••••• Y•• | M••••• L•• independent RIA | Vienna, Va | Dec 21, 2023 | 13 y | 0 | 1 |
| H•••• J•••• Y•••• | M••••• L•• independent RIA | Radnor, Pa | Oct 14, 2020 | 10 y | 0 | 2 |
| S••••••• Z•• dual registrant | M••••• L•• independent RIA | Waltham, Ma | Oct 20, 2014 | 13 y | 1 | 2 |
| B•••••••• C•••••• Z•••• | M••••• L•• independent RIA | Boston, Ma | Sep 21, 2016 | 10 y | 0 | 1 |
The advisor and firm names past the first 3 rows are hidden. Open a row to reveal that record with a free account (5 a month), or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source is public either way.
Page 3 of 3Previous