What departments does McAdam Financial have?

McAdam Financial has employees across 8 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 3 countries including Philippines, 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 225 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
422

United States Of America
422

Asia
8

Philippines
8

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 Management 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 Info

Location

Last Update

M. W.
District Manager
Mobile Phone
Email
Oct 22, 2024
G. A.
Principal
Mobile Phone
Email
Oct 21, 2024
S. H.
Principal
Mobile Phone
Email
Oct 17, 2024
V. D.
Principal
Mobile Phone
Email
Oct 23, 2024
M. M.
Private Wealth Advisor
Mobile Phone
Email
Jun 26, 2026
C. C.
Financial Consultant
Mobile Phone
Email
May 30, 2026
J. D.
Financial Consultant
Mobile Phone
Email
Mar 24, 2026
F. R.
Financial Advisor
Mobile Phone
Email
Jul 08, 2026
A. V.
Financial Advisor
Mobile Phone
Email
Jun 08, 2026
B. C.
Financial Representative
Mobile Phone
Email
Oct 23, 2024

Frequently Asked Questions

What is McAdam Financial known for?

McAdam Financial was founded in 2008 operates in the Financial Services industry; you can contact the 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 . 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 228 employees as of July 2026. These team members are located across 3 continents, including North AmericaAsiaEurope.

Who are McAdam Financial's key employees and leadership?

As of July 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 Management Advisor: M. B.
Vice President: A. H.

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McAdam Financial Employee Directory

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