DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Mcadam LLC
Latest filing Jul 24, 2026
First filing on the tape Apr 2, 2014 · 92 filings
SEC status approved since Apr 10, 2014
RAUM
$2.7B
reported, Item 5.F
Discretionary
99%
of RAUM
Private clients
99%
$2.7B individuals and HNW
Advisors
134
registered through the firm on IAPD
RAUM per advisor
$20.0M
derived; firm RAUM over IAPD count
Employees
174
138 advisory (5.B.1)
Offices
75
beyond the principal office
Private funds
0
reported on Schedule D
History
92 filings and snapshots on the tape
RAUM$2.7B as of Jul 24, 2026
Mar 11, 2015$115M then
HNW client RAUM$1.3B as of Jul 24, 2026
Mar 22, 2018$70.3M then
State-registered IARs (5.B.3)139 as of Jul 24, 2026
Mar 11, 2015170 then
Employees (5.A)174 as of Jul 24, 2026
Mar 11, 2015250 then
Private funds: no history
RAUM +17% over the last fiscal year+29% a year over threeIARs 140 to 139offices 68 to 75
Practice profile
derived from the filing of Jul 24, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- Planning-led practice · financial planning activity (5.G.1), at least 100 financial planning clients (5.H), and hourly, fixed or subscription compensation (5.E)
- RAUM per advisor
- $20.0MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 41derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $2.3MderivedHNW RAUM over HNW clients
- Average account
- $254,763derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 99%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.3derivedItem 5.A over advisors
- Advisors per office
- 1.8derived76 offices incl. principal (1.F.5)
- RAUM growth, one year
- +17%derivedbetween the last two annual amendments
- Advisor growth, one year
- -0.7%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- -1.0%derived
- Compensation
- percentage of assets, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, selection of other advisersreportedItem 5.G
- Financial planning clients
- 1,000reportedItem 5.H
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- marketing includes testimonials (5.L.1.c)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$1.3B50%
- Individuals$1.3B50%
- Corporations and businesses$12.6M0.5%
- Pension and profit-sharing plans$1.2M0.0%
- Individual clients
- 4,954reported
- HNW clients
- 584reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 10,513reported
- Financial planning clients
- 1,000reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixedreported
- Class basis
- private_client_share=0.99 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=36.0derived
Advisors registered through the firm
134 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Edward Thomas O'Brien | Radnor, Pa | Oct 3, 2014 | 17 y | 1 |
| Michael Ryan BlahuschCertified Financial Planner | Philadelphia, Pa | Oct 3, 2014 | 15 y | 1 |
| Christopher Joseph ColasurdoCertified Financial Planner | Radnor, Pa | Oct 3, 2014 | 16 y | 1 |
| Rebecca Rose MearesCertified Financial Planner | Radnor, Pa | Oct 3, 2014 | 14 y | 1 |
| Andrew William Phelan | Radnor, Pa | Oct 3, 2014 | 17 y | 1 |
| Victoria Thu-Van Pazzalia | Radnor, Pa | Oct 3, 2014 | 15 y | 1 |
| Philip Allen SimonidesCertified Financial Planner | Radnor, Pa | Oct 3, 2014 | 38 y | 3 |
| Michael Joseph Mcadam | Radnor, Pa | Oct 3, 2014 | 24 y | 2 |
| Justin P CaudleCertified Financial Planner | Mclean, Va | Oct 3, 2014 | 17 y | 1 |
| Kristen Theresa KoonceCertified Financial Planner | Radnor, Pa | Oct 3, 2014 | 13 y | 1 |
| Anthony ChirchirilloCertified Financial Planner | Radnor, Pa | Oct 6, 2014 | 25 y | 2 |
| Shane Michael SweigartCertified Financial Planner | Radnor, Pa | Oct 6, 2014 | 17 y | 1 |
| Bryan Joseph CooneyCertified Financial Planner | Radnor, Pa | Oct 6, 2014 | 12 y | 1 |
| Patrick James Chirchirillo | Radnor, Pa | Oct 6, 2014 | 13 y | 1 |
| Jason William Thompson | Radnor, Pa | Oct 8, 2014 | 15 y | 1 |
| Ryan James SteeleCertified Financial Planner | Radnor, Pa | Oct 9, 2014 | 12 y | 1 |
| Lauren Rainey DoolanCertified Financial Planner | Radnor, Pa | Oct 10, 2014 | 13 y | 1 |
| Kiran SweigartCertified Financial Planner | Radnor, Pa | Oct 13, 2014 | 15 y | 1 |
| Sean Patrick MorrisseyCertified Financial Planner | Radnor, Pa | Oct 16, 2014 | 16 y | 1 |
| Shaopeng Zhu | Waltham, Ma | Oct 20, 2014 | 13 y | 1 |
| Gregory David Hughes | Radnor, Pa | Oct 20, 2014 | 13 y | 1 |
| Adrian VaughnCertified Financial Planner | Reston, Va | Nov 10, 2014 | 13 y | 0 |
| Nicholas John FilanoCertified Financial Planner | Radnor, Pa | Nov 18, 2014 | 12 y | 0 |
| Parker William Austin MoodyCertified Financial Planner | Boston, Ma | Nov 24, 2014 | 12 y | 0 |
| Todd Patrick Flynn | Radnor, Pa | Dec 5, 2014 | 11 y | 0 |
| Morgan Francis Murphy | Radnor, Pa | Dec 9, 2014 | 12 y | 0 |
| Alaric Evan Goth | Radnor, Pa | Dec 9, 2014 | 11 y | 0 |
| Linus Jae ParkCertified Financial Planner, Chartered Financial Analyst | Chicago, Il | Dec 10, 2014 | 17 y | 1 |
| Rand Issam Andoni | Radnor, Pa | May 13, 2015 | 11 y | 0 |
| Thomas Joseph Redman | Radnor, Pa | Sep 18, 2015 | 11 y | 0 |
| Broderick Charles Zisko | Boston, Ma | Sep 21, 2016 | 10 y | 0 |
| Nicholas John Falzone | Boston, Ma | Oct 31, 2016 | 10 y | 0 |
| Oshaka Lakdeeptha Pinto | Radnor, Pa | Mar 21, 2017 | 11 y | 0 |
| Jake Tyler PintoCertified Financial Planner | Radnor, Pa | May 2, 2017 | 10 y | 0 |
| Markus Harold Malmgren | Radnor, Pa | May 15, 2017 | 14 y | 0 |
| Davis Wilson | Radnor, Pa | Sep 11, 2017 | 13 y | 0 |
| Austin Shaughnessy | Radnor, Pa | Nov 2, 2017 | 13 y | 0 |
| Joshua Bain Godick | Radnor, Pa | Nov 21, 2017 | 10 y | 0 |
| Christopher Richard Morrissey | Radnor, Pa | Jan 29, 2018 | 10 y | 0 |
| Jeffrey Dale Heminitz | Radnor, Pa | Apr 3, 2018 | 15 y | 0 |
Advisor movement
8 left, 4 joined in 12 months
net -4 in 12 months4 left in 90 days2 joined in 90 daysdeparture rate 6.0% of current headcount34 left over 36 months
Left, latest
- Jason Watson to Garden State Investment Advisory Services, LLCJul 26, 2026 · RIA to RIA
- Patrick Scott Campbell to Edelman Financial EnginesJun 24, 2026 · RIA to RIA
- Delonte Harrell to Quadcap Wealth Management, LLCJun 24, 2026 · RIA to RIA
- Lindsey Tomasula Tummond to Mdrn CapitalJun 22, 2026 · RIA to RIA
- Ronald John Judkins to Park Avenue Securities LLCMay 4, 2026 · RIA to affiliated broker-dealer or bank
- Ryan Schmitt to Robert W. Baird & Co. IncorporatedMar 26, 2026 · RIA to RIA
- Gabriel Michael Chase to Berger Financial GroupMar 12, 2026 · RIA to RIA
- Joseph Robert Macdonald to MML Investors Services, LLCJan 21, 2026 · RIA to affiliated broker-dealer or bank
- Raymond Arroyo to Allstate Financial Advisors, LLCAug 6, 2025 · RIA to affiliated broker-dealer or bank
- Emily Nicole Mason to Ae Wealth Management, LLCAug 5, 2025 · RIA to affiliated broker-dealer or bank
- Timothy Charles Kindelin to Focus Partners Wealth, LLCJun 18, 2025 · RIA to RIA
- Constantine Steven Pavlack to CaptrustApr 28, 2025 · Other
- Karen Sullivan to Belpointe Asset Management LLCJan 29, 2025 · RIA to RIA
- Sean Patrick Oneil to Fortis Capital Advisors, LLCJan 15, 2025 · RIA to RIA
- Tucker Vaughan Roeder to Fortis Capital Advisors, LLCJan 10, 2025 · RIA to RIA
Joined, latest
- Jia H Chen from Ae Wealth Management, LLCJul 2, 2026 · Affiliated broker-dealer or bank to independent RIA
- James Vincent Masone from Milestone Asset Management, LLCJun 26, 2026 · RIA to RIA
- Melanie Bianca Blakney from Pacific Wealth ManagementJan 5, 2026 · RIA to RIA
- Illya Manuel Bermant from Walser Wealth Management Company, A Limited Liability CompanyNov 3, 2025 · RIA to RIA
- Hannah Catherine Kirk from Thrivent Investment Management Inc.May 22, 2025 · Affiliated broker-dealer or bank to independent RIA
- Ronald John Judkins from Edward JonesMay 15, 2025 · Affiliated broker-dealer or bank to independent RIA
- Raymond Arroyo from Vanguard Advisers, Inc.Apr 15, 2025 · Affiliated broker-dealer or bank to independent RIA
- Emily Nicole Mason from Morgan StanleyApr 14, 2025 · Wirehouse to independent RIA
- Lindsey Tomasula Tummond from LPL Financial LLCApr 11, 2025 · Affiliated broker-dealer or bank to independent RIA
- Stephen Thomas Mccarrick from J.P. Morgan Securities LLCMar 17, 2025 · Wirehouse to independent RIA
- Michael Bond from Valic Financial Advisors, Inc.Sep 20, 2023 · Affiliated broker-dealer or bank to independent RIA
- Paul Mankarious from Global Retirement Partners LLCSep 1, 2023 · Other
- Eric Michael Mattei from Mbvm PhiladelphiaJan 23, 2023 · Other
- Robert Thomas Kovalesky from Stash Wealth, LLCJan 17, 2023 · RIA to RIA
- Douglas William Smith from Advice And Planning ServicesOct 6, 2021 · Affiliated broker-dealer or bank to independent RIA
Teams: two or more advisors moving together within fourteen days, from one state
- 7 left for Fortis Capital Advisors, LLCJan 3, 2025 · Hingham, Ma
- 2 left for Florida Financial Advisors, LLCApr 24, 2017 · Radnor, Pa
- 2 left for Private Advisor Group, LLCFeb 15, 2017 · Radnor, Pa
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Joseph Michael Mcadam · Managing Membercontrolsince 10/2014 · owns 75% or more
- Thomas Edward O'Brien · Chief Compliance Officercontrolsince 11/2019 · owns less than 5%
Related persons
Schedule D 7.A
- Mcadam Financial Groupreal estaten
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Radnor, Pa · principal | 134 | 8 | 3 | ||
| Boston, Ma | 19 | 0 | 0 | ||
| Chicago, Il | 14 | 0 | 1 | ||
| Vienna, Va | 10 | 0 | 0 | ||
| Philadelphia, Pa | 9 | 1 | 1 | ||
| Charlotte, Nc | 3 | 0 | 0 | ||
| Haddonfield, Nj | 3 | 0 | 0 | ||
| Mclean, Va | 2 | 0 | 0 | ||
| Denver, Co | 2 | 0 | 0 | ||
| Miami, Fl | 2 | 0 | 0 | ||
| Waltham, Ma | 2 | 0 | 0 | ||
| Dallas, Tx | 1 | 0 | 1 | ||
| Hingham, Ma | 0 | 0 | 0 | ||
| Irving, Tx | 0 | 0 | 0 | ||
| Singer Island, Fl | 0 | 0 | 1 |
Offices
Schedule D 1.F, the 25 largest
- Boston, MA45 employees
- Chicago, IL30 employees
- Tysons Corner, VA22 employees
- Philadelphia, PA7 employees
- Hingham, MA6 employees
- Mclean, VA2 employees
- Haddonfield, NJ2 employees
- , 1 employees
- Marston Mills, MA1 employees
- New York, NY1 employees
- Olympia, WA1 employees
- Philadelphia, PA1 employees
- Reston, VA1 employees
What changed
consecutive filings, newest first
- Accounts · 10,346 to 10,513Jan 21, 2026 to Mar 31, 2026
- BD registered reps · 33 to 36Jan 21, 2026 to Mar 31, 2026
- Corporate clients · 14 to 13Jan 21, 2026 to Mar 31, 2026
- HNW clients · 488 to 584Jan 21, 2026 to Mar 31, 2026
- Individual clients · 5,106 to 4,954Jan 21, 2026 to Mar 31, 2026
- Employees · 152 to 174Jan 21, 2026 to Mar 31, 2026
- State-registered IARs · 140 to 139Jan 21, 2026 to Mar 31, 2026
- Discretionary RAUM · $2.3B to $2.7BJan 21, 2026 to Mar 31, 2026
- HNW RAUM · $1.0B to $1.3BJan 21, 2026 to Mar 31, 2026
- Individual RAUM · $1.2B to $1.3BJan 21, 2026 to Mar 31, 2026
- Non-discretionary RAUM · $2.9M to $14.6MJan 21, 2026 to Mar 31, 2026
- Pension RAUM · $2.3M to $1.2MJan 21, 2026 to Mar 31, 2026
- RAUM · $2.3B to $2.7BJan 21, 2026 to Mar 31, 2026
- Other offices · 77 to 75Nov 20, 2025 to Dec 17, 2025
- Other offices · 72 to 77Aug 26, 2025 to Nov 20, 2025
- Other offices · 71 to 72Jul 10, 2025 to Aug 26, 2025
- Financial planning clients · More than 500 to More than 500May 14, 2025 to Jul 10, 2025
- Other offices · 70 to 71May 14, 2025 to Jul 10, 2025
- Other offices · 68 to 70Apr 9, 2025 to May 14, 2025
- Accounts · 8,964 to 10,346Jan 24, 2025 to Apr 9, 2025
- Advisory employees · 156 to 138Jan 24, 2025 to Apr 9, 2025
- BD registered reps · 45 to 33Jan 24, 2025 to Apr 9, 2025
- Corporate clients · 12 to 14Jan 24, 2025 to Apr 9, 2025
- HNW clients · 346 to 488Jan 24, 2025 to Apr 9, 2025
- Individual clients · 4,661 to 5,106Jan 24, 2025 to Apr 9, 2025
- Employees · 180 to 152Jan 24, 2025 to Apr 9, 2025
- HQ city · PHILADELPHIA to RADNORJan 24, 2025 to Apr 9, 2025
- State-registered IARs · 156 to 140Jan 24, 2025 to Apr 9, 2025
- Other offices · 66 to 68Jan 24, 2025 to Apr 9, 2025
- Discretionary RAUM · $1.7B to $2.3BJan 24, 2025 to Apr 9, 2025
- HNW RAUM · $670M to $1.0BJan 24, 2025 to Apr 9, 2025
- Individual RAUM · $1.0B to $1.2BJan 24, 2025 to Apr 9, 2025
- Non-discretionary RAUM · $1.3M to $2.9MJan 24, 2025 to Apr 9, 2025
- Pension RAUM · $1.9M to $2.3MJan 24, 2025 to Apr 9, 2025
- RAUM · $1.7B to $2.3BJan 24, 2025 to Apr 9, 2025
- Other offices · 67 to 66Dec 5, 2024 to Jan 24, 2025
- Other offices · 68 to 67Nov 7, 2024 to Dec 5, 2024
- Other offices · 67 to 68Oct 17, 2024 to Oct 29, 2024
- Other offices · 68 to 67Sep 13, 2024 to Oct 17, 2024
- Other offices · 69 to 68Sep 9, 2024 to Sep 13, 2024
Signals
60 dated events
- Jason Watson left Mcadam Llc for Garden State Investment Advisory Services, Llc (registered 2026-07-01)Jul 26, 2026 · Advisor changed firm · fact
- Patrick Scott Campbell left Mcadam Llc for Edelman Financial Engines (registered 2026-07-07)Jun 24, 2026 · Advisor changed firm · fact
- Delonte Harrell left Mcadam Llc for Quadcap Wealth Management, Llc (registered 2026-07-10)Jun 24, 2026 · Advisor changed firm · fact
- Lindsey Tomasula Tummond left Mcadam Llc for Mdrn Capital (registered 2026-05-27)Jun 22, 2026 · Advisor changed firm · fact
- Ronald John Judkins left Mcadam Llc for Park Avenue Securities Llc (registered 2026-05-06)May 4, 2026 · Advisor changed firm · fact
- Ryan Schmitt left Mcadam Llc for Robert W. Baird & Co. Incorporated (registered 2026-03-11)Mar 26, 2026 · Advisor changed firm · fact
- Gabriel Michael Chase left Mcadam Llc for Berger Financial Group (registered 2026-03-02)Mar 12, 2026 · Advisor changed firm · fact
- Joseph Robert Macdonald left Mcadam Llc for Mml Investors Services, Llc (registered 2026-01-20)Jan 21, 2026 · Advisor changed firm · fact
- Mcadam Llc reported 77 offices beyond its principal office, up from 72 (2025-08-26 to 2025-11-20)Nov 20, 2025 · Office count change · derived
- Raymond Arroyo left Mcadam Llc for Allstate Financial Advisors, Llc (registered 2026-08-28)Aug 6, 2025 · Advisor changed firm · fact
- Emily Nicole Mason left Mcadam Llc for Ae Wealth Management, Llc (registered 2025-10-09)Aug 5, 2025 · Advisor changed firm · fact
- Timothy Charles Kindelin left Mcadam Llc for Focus Partners Wealth, Llc (registered 2026-01-08)Jun 18, 2025 · Advisor changed firm · fact
- Constantine Steven Pavlack left Mcadam Llc for Captrust (registered 2025-06-09)Apr 28, 2025 · Advisor changed firm · fact
- Mcadam Llc reported RAUM $2.3B, up 32% from $1.7B (2025-01-24 to 2025-04-09)Apr 9, 2025 · RAUM change · derived
- Karen Sullivan left Mcadam Llc for Belpointe Asset Management Llc (registered 2025-01-02)Jan 29, 2025 · Advisor changed firm · fact
- Sean Patrick Oneil left Mcadam Llc for Fortis Capital Advisors, Llc (registered 2025-01-02)Jan 15, 2025 · Advisor changed firm · fact
- Tucker Vaughan Roeder left Mcadam Llc for Fortis Capital Advisors, Llc (registered 2025-01-27)Jan 10, 2025 · Advisor changed firm · fact
- Patrick Andrew Lawler left Mcadam Llc for Fortis Capital Advisors, Llc (registered 2025-01-30)Jan 3, 2025 · Advisor changed firm · fact
- Jeffrey Garrett Van Siclen left Mcadam Llc for Fortis Capital Advisors, Llc (registered 2025-01-13)Jan 3, 2025 · Advisor changed firm · fact
- Marc Stefan Instrum left Mcadam Llc for Fortis Capital Advisors, Llc (registered 2025-01-13)Jan 3, 2025 · Advisor changed firm · fact
- Jacob Sydney Waldman left Mcadam Llc for Fortis Capital Advisors, Llc (registered 2025-01-13)Jan 3, 2025 · Advisor changed firm · fact
- Michael Robert Dias left Mcadam Llc for Fortis Capital Advisors, Llc (registered 2025-01-13)Jan 3, 2025 · Advisor changed firm · fact
- 6 advisors left Mcadam LLC (Hingham, MA) for Fortis Capital Advisors, LLC within 12 daysJan 3, 2025 · Team lift-out · derived
- David Tierney left Mcadam Llc for Morgan Stanley (registered 2024-10-28)Nov 13, 2024 · Advisor changed firm · fact
- Russell Anthony Brooking left Mcadam Llc for Pruco Securities, Llc (registered 2023-12-12)Oct 2, 2024 · Advisor changed firm · fact
- Daniel Joseph Stefanski left Mcadam Llc for My Wealth Planners (registered 2025-01-02)Jun 7, 2024 · Advisor changed firm · fact
- Luke James Snyder left Mcadam Llc for Edelman Financial Engines (registered 2024-05-23)May 20, 2024 · Advisor changed firm · fact
- Maxwell Patrick Stangret left Mcadam Llc for Assetmark, Inc. (registered 2025-07-30)May 3, 2024 · Advisor changed firm · fact
- Milo C. Vath left Mcadam Llc for J.P. Morgan Securities Llc (registered 2026-07-09)Apr 18, 2024 · Advisor changed firm · fact
- Luke Francis Bagley left Mcadam Llc for Pruco Securities, Llc (registered 2024-05-14)Apr 18, 2024 · Advisor changed firm · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- LINKEDIN.COM/COMPANY/CORNERSTONE-CAPITAL-PLANNING-GROUPreportedpublic record, Form ADV, Sep 17, 2026
- Firm profile
- LINKEDIN.COM/COMPANY/MCADAM-FINANCIAL-GROUPreportedpublic record, Form ADV, Sep 17, 2026
- Website
- cooneymcadamfa.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- (888) 614-5323reportedpublic record, Form ADV, Jul 24, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $20.0Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026