Advicers.The community for financial advisors who care about their techJoin · $29/mo →
RIAs

Compare RIAs.

Up to three firms side by side: assets, advisory staff and clients from every Form ADV filing since 2011, and the tech each one runs.

Similar in size to Mcadam LLC (swap one in):+ Fragasso Financial Advisors $2.83B · Sewickley, PA+ Cordoba Advisory Partners LLC $2.81B · New York, NY+ Rkl Private Wealth $2.51B · Lancaster, PA+ Main Street Financial Solutions, LLC $2.51B · Newtown, PA
Radnor, PA
West Chester, PA
New Hope, PA
Assets under management$2.68B$2.84B$2.87B
Asset growth, last 2 years+54%+31%+62%
Advisory staff1381047
Individual clients5,5381,409918
Assets per client$484K$2M$3.1M
Clients per advisor4014120
Main custodianSchwabPershingFidelity
Filing with the SEC since201420162012 or earlier
Tools in their stack112
People on Advicer.bio135846

From each firm's latest Form ADV (Jul 2026). Firms report assets once a year, so growth is their latest annual filing against the one two years before, including market gains and any acquisitions.

Firms update assets in their annual Form ADV filing, usually by the end of March.

Assets under management

Advisory staff

Individual clients

Tech stacks

1 tool in common. From the people at each firm on Advicer.bio, the firm's own page and its website. See firms with a stack like yours.

ToolMcadam LLCKey Financial, Inc.Rockwood Wealth Management, LLC
CRM
HubSpotUses itUses itUses it
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Mcadam LLC: Schwab · Key Financial, Inc.: Pershing · Rockwood Wealth Management, LLC: Fidelity, Schwab