PHILADELPHIA, Aug. 24, 2017 (GLOBE NEWSWIRE) — McAdam, the Philadelphia-based boutique financial planning firm, was ranked as one of the fastest growing companies by two major publications. Inc. named McAdam to its annual “Inc. 5000” list of fastest growing private companies in the U.S. Additionally, the firm was one of Financial Advisor Magazine’s “Top 50 Fastest-Growing Firms” in the magazine’s annual RIA survey and ranking. McAdam came in at #30 on the Financial Advisor Magazine’s fastest-growing list, and was also ranked in the top 500 of annual firm rankings for the second straight year.
“Both rankings are a real testament to the effort that everyone on our team has given in making McAdam productive and valuable both for our clients and our advisors,” said Michael McAdam, CEO of McAdam. “We’re proud to be recognized by both Inc. and Financial Advisor Magazine among a strong list of companies and advisory firms, but that doesn’t mean we can rest on our laurels. We know that McAdam is poised for more growth in the coming years, and our entire team is committed to bolstering what we offer, so that our clients can grow along with us.”
Inc. has compiled the “Inc. 5000” for the past 36 years, and ranks companies based on percentage revenue growth. McAdam ranked 4,971 in its first year on the list, joining a growing list of well-known companies who have been featured in past rankings, like Intuit, Under Armour and Microsoft.
The Financial Advisor Magazine survey ranks firms based on percentage growth of assets and Assets Under Management at the end of 2016, and includes financial advisory firms from across the country. McAdam achieved nearly 35 percent growth in assets between the year-end 2015 to year-end 2016. The firm also put forth substantial improvement in numbers of clients and assets per client, according to the survey.
About McAdam LLC.
McAdam is an independent financial advisory firm with a nationwide network of hundreds of advisors operating out of five offices in Philadelphia, Chicago, Boston, Tysons Corner and Central New Jersey. McAdam has developed an intelligent advisory model known as its Advanced Advisory ModelTM. This model integrates all three areas of financial planning: the financial, the personal—and the professional, to help McAdam’s clients achieve their goals. With the firm’s advanced knowledge and deep experience they help professionals make informed decisions and provide a new level of clarity and control.
Financial Advisor Magazine’s (“FA”) 50 Fastest Growing RIAs is an independent listing (“FA Top 50”) produced annually by FA (July, 2017). FA is not affiliated with McAdam Financial (“McAdam”). FA’s Top 50 is presented as “an elite group,” not a competitive ranking of one to 50. The results are not based upon information or opinions of participating Registered Investment Advisers’ (“RIA’s”) clients. Therefore, inclusion on the FA Top 50 is not representative of any participating RIA’s clients’ experiences. Neither the participating RIAs nor their employees pay a fee to FA in exchange for inclusion in FA Top 50.
The FA Top 50 is based on data gathered from RIAs, regulatory disclosures, FA’s research, and/or research conducted on FA’s behalf. The FA indicates that the methodology used to evaluate inclusion on the FA Top 50 is quantifiable and objective, and that the participating RIAs had no subjective input in the analysis.
Approximately 638 RIAs were part of the FA’s survey, of which only 50 made the FA Top 50 list. Areas of consideration include: assets under management, asset growth, RIA age, and online accessibility. Assets under management and asset growth, are largely determinative as to a surveyed RIA’s inclusion on the FA Top 50 list.
To the best of McAdam’s knowledge: FA does not include RIAs on the FA Top 50 list if the ratings are not statistically valid with respect to any RIA; and there are no facts that would call into question the validity of the inclusion on the FA Top 50 or the appropriateness of McAdam advertising the same.
Inclusion on the FA Top 50 is absolutely not indicative of McAdam’s future performance, or any future performance pertaining to its clients’ investments; should not be construed by a client or prospective client as a guarantee that they will experience a certain level of results if McAdam is engaged, or continues to be engaged, to provide investment advisory services; and should not be construed as a current or past endorsement of McAdam by any of its clients.
More information about the FA Top 50 and a ranking of all 638 surveyed RIAs is available here:
INC magazine’s INC 5000 fastest growing companies is based on independent submissions that are privately-owned, based in the United States, independent (not a subsidiary or division of another company). INC 5000 spans multiple industries. McAdam pays a processing fee to be considered for qualification, however no further fees are paid once McAdam for inclusion. Inclusion in the INC 5000 is absolutely not indicative of McAdam’s future performance, or any future performance pertaining to its clients’ investments; should not be construed by a client or prospective client as a guarantee that they will experience a certain level of results if McAdam is engaged, or continues to be engaged, to provide investment advisory services; and should not be construed as a current or past endorsement of McAdam by any of its clients. A copy of McAdam’s current written disclosure statement discussing our advisory services and fees is available upon request or at www.mcadamfa.com. Please Note: Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if McAdam is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of McAdam by any of its clients. Rankings published generally base their selections exclusively on information prepared and/or submitted by the recognized advisor. Rankings are generally limited to participating advisors.