What departments does McAdam Financial have?

McAdam Financial has employees across 9 departments including Legal, Finance, Operations, Retail, Consultant.

What is the largest department at McAdam Financial?

The largest department at McAdam Financial is Banking with 8 employees.

Where are McAdam Financial employees located globally?

McAdam Financial has employees across 3 continents and 4 countries including Philippines, India, United Kingdom Of Great Britain And Northern Ireland, United States Of America.

How has McAdam Financial's team size changed over time?

McAdam Financial's team has decreased from approximately 244 to 236 employees based on available data.

McAdam Financial Employee Directory

Financial ServicesPennsylvania, United States201-500 Employees

McAdam Financial is a U.S.-based wealth management firm operating in the financial services sector. It serves clients across the country and maintains offices in Boston, Chicago, Philadelphia, and Tysons Corner, offering both in-person and virtual guidance. As a fiduciary advisor, the company develops personalized retirement roadmaps tailored to each client's goals and risk tolerance, documented in a comprehensive written plan. Its scope covers retirement planning, tax and insurance analysis, 401(k) optimization, investment planning, estate planning, employer benefits optimization, and education planning. The firm emphasizes trust, transparency, and open communication to foster enduring client relationships. In 2025, press coverage notes McAdam Financial's development of an Advanced Advisory Model.

McAdam Financial Global Highlights

North America
395

United States Of America
395

Asia
11

Philippines
10
India
1

Europe
1

United Kingdom Of Great Britain And Northern Ireland
1

McAdam Financial's Leadership

E. O.
Chief Compliance Officer
Mobile Phone
Email
J. M.
Chief Financial Officer And Chief Operating Officer
Mobile Phone
Email
M. O.
Chief Compliance Officer
Mobile Phone
Email
M. B.
Vice President | Wealth Advisor
Mobile Phone
Email
A. H.
Vice President
Mobile Phone
Email
A. B.
Director Governmental Affairs
Mobile Phone
Email
K. B. K.
Operations Manager
Mobile Phone
Email
A. A.
Manager
Mobile Phone
Email

McAdam Financial Employee Metrics

100%

50%

0%

2026

2025

Banking
Community & Social Services
Recruiting
Business Development
Finance
Other
Accounting
Business

Contact profiles from McAdam Financial

Name

Title

Contact

Location

Last Update

E. O.
Chief Compliance Officer
Mobile Phone
Email
Oct 22, 2024
J. M.
Chief Financial Officer And Chief Operating Officer
Mobile Phone
Email
Jun 08, 2026
M. O.
Chief Compliance Officer
Mobile Phone
Email
Oct 17, 2024
M. B.
Vice President | Wealth Advisor
Mobile Phone
Email
Aug 13, 2026
A. H.
Vice President
Mobile Phone
Email
Jun 08, 2026
A. B.
Director Governmental Affairs
Mobile Phone
Email
Oct 17, 2024
K. B. K.
Operations Manager
Mobile Phone
Email
Jun 08, 2026
A. A.
Manager
Mobile Phone
Email
Oct 21, 2024
H. B.
Operations Manager
Mobile Phone
Email
Oct 15, 2025
M. H.
District Manager
Mobile Phone
Email
Oct 17, 2024

Frequently Asked Questions

What is McAdam Financial known for?

McAdam Financial was founded in 2008 and operates in the Financial Services industry. You can contact McAdam Financial's main corporate office by phone at

+1-215-399-****

. Explore McAdam Financial's company overview page for more information.

What is McAdam Financial's most common email format?

McAdam Financial employees' email format typically follows the pattern of First.Last@mcadamfa.com. Trying to find reliable and up-to-date employee contact data? Find more McAdam Financial email formats with LeadIQ.

How many employees does McAdam Financial have currently?

McAdam Financial has approximately 229 employees as of August 2026. These team members are located across 3 continents, including North America, Asia and Europe.

Who are McAdam Financial's key employees and leadership?

As of August 2026, McAdam Financial's key employees include:

Chief Compliance Officer: E. O.
Chief Financial Officer And Chief Operating Officer: J. M.
Chief Compliance Officer: M. O.
Vice President | Wealth Advisor: M. B.
Vice President: A. H.

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McAdam Financial Employee Directory

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