McAdam
Finance · Pennsylvania, United States · 201-500 Employees
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Overview
Headquarters
1880 John F Kennedy Blvd Ste 1600, Phila...Phone Number
(215) 399-9350Website
www.mcadamfa.comRevenue
$139.2 MillionIndustry
ZI Rank: 4
Signal Type
Dec
Jan
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Mar
Apr
May
ZI Rank
3
2
2
2
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4
About McAdam
McAdam is an independent financial advisory firm that provides Financial Planning, Wealth Management, Advanced Tax and Insurance Strategies, and Business Owner Services. The firm is headquartered in Philadelphia, PA.Explore more
McAdam Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
$5.2M
51-200
Private
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MW
Michael WerfelFinancial Planner & Advisor & Financial Services Representative
Company Profile Activity
Activity Insights
McAdam is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
McAdam is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about McAdam.
McAdam Tech Stack
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Most Recent Scoops
Promotion
Executive Move
Shane Sweigart has recently been promoted from Senior Vice President to the role of Chief Revenue Officer.
Executive Moves, Promotion
Award
Award, Finance
Award
Award, Employee Relations, Company Culture & Policy, HR Operations
Person-Based
McAdam News & Media
Newsweek Names McAdam To America’s Top Financial Advisory Firms List For 2026
PHILADELPHIA, Nov. 14, 2025 (GLOBE NEWSWIRE) -- McAdam, a nationally recognized wealth management firm founded in 2008, is proud to announce that it has been recognized as one of America’s Top Financial Advisory Firms for 2026 by Newsweek. This is the second year that McAdam has been recognized by Newsweek. The national recognition is a welcome public acknowledgement of the firm’s successful client driven approach as well as the power of the firm’s culture.Inc. 5000 Names McAdam to 2025 List of America’s Fastest-Growing Private Companies for the Seventh Time
PHILADELPHIA, Aug. 12, 2025 (GLOBE NEWSWIRE) -- Inc., the leading media brand and playbook for the entrepreneurs and business leaders shaping our future, today announced that McAdam, a Philadelphia headquartered national financial services firm, was included on the 2025 annual “Inc. 5000” list of “fastest growing private companies in America.” This is the seventh year the firm has been included in the ranking (2017, 2020, 2021, 2022, 2023, 2024, 2025) as well as the sixth consecutiveMcAdam Included on USA Today’s list of the Best Financial Advisory Firms 2025
PHILADELPHIA, April 23, 2025 (GLOBE NEWSWIRE) -- McAdam, a national financial services firm headquartered in Philadelphia, has been named on the USA Today list of Best Financial Advisory Firms 2025. This is the third year in a row McAdam has been recognized on the list. This prestigious award is presented by USA Today and Statista Inc., the world-leading statistics portal and industry ranking provider. The awards list was announced on April 23rd, 2025, and canNewsweek Recognizes McAdam Financial as One of America’s Top Financial Advisory Firms
PHILADELPHIA, Dec. 02, 2024 (GLOBE NEWSWIRE) -- McAdam Financial, a nationally recognized wealth management firm founded in 2008, is proud to announce that it has been recognized as one of America’s Top Financial Advisory Firms for 2025 by Newsweek. This prestigious honor highlights the firm’s commitment to providing exceptional financial advice and services to its clients.
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McAdam is an independent financial advisory firm that provides Financial Planning, Wealth Management, Advanced Tax and Insurance Strategies, and Business Owner Services. The firm is headquartered in Philadelphia, PA.... Read More
