Wescott Financial Advisory Group LLC

RIASEC Registered

Total AUM

$4.2B

Discretionary

$3.2B

77% of AUM

Avg account

$1.2M

Accounts

3,365

Employees

Advisory reps

Firm details

Headquarters: Philadelphia, Pennsylvania
CRD number: 105989
Registered since: June 11, 1987
Website: wescott.com
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI70.05%
Pension & Profit Sharing Plans25.35%
Charitable Organizations2.6%
Individuals1.99%
Corporations / Businesses0.02%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Wescott Financial Advisory Group LLC is an independent registered investment adviser that has been SEC-registered since 1987. The firm advises both individual and institutional clients and acts as a capital allocator, offering financial planning, portfolio management for individuals, small businesses and institutions, pension consulting and manager selection. Its fee models include percentage-of-AUM billing alongside hourly and fixed-fee engagements. The firm lists a law firm among its industry affiliations and does not present itself as an active ESG investor. The firm has received repeated industry recognition, including placements on CNBC’s Top 100 Financial Advisory Firms (2019 and 2025), rankings from FA Magazine (Top RIA Firms, 2020) and multiple Forbes listings (Top RIA Firms, 2022; America’s Top RIA Firms, 2023; Top RIA Firms, 2024).