The CNBC FA 100 ranking, which takes into consideration a variety of factors beyond assets under management, recognizes those advisory firms that help clients navigate through their financial life.
Financial Advisor 100

90. Wescott Financial Advisory Group

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Wescott Financial Advisory Group, based in Philadelphia, is ranked No. 90 on this year's CNBC Financial Advisor 100 list. The firm serves a wide variety of clients who have a breadth of planning needs across multiple generations.

Assets Under Management: $4 billion
Accounts Under Management: 500
Years in Business: 38

  • Accepts clients in the continental U.S.
  • Physical offices in Florida and Pennsylvania
  • $2 million minimum asset threshold

Leadership and Contact Information:
Grant Rawdin, founder and chief executive officer
Carrie Delgott, president and chief operating officer

wescott.com
30 South 17th St., Philadelphia, PA 19103
(215) 979-1600

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