WESCOTT FINANCIAL ADVISORY GROUP LLC

Overview

Wescott Financial Advisory Group LLC is an independent registered investment adviser organized as an LLC and operating since 1987. The firm acts as a capital allocator for both individual/family and institutional clients, offering financial planning and portfolio management for individuals, small businesses and institutions. Its service mix includes selection of other advisers and pension consulting services, and the firm charges clients via a mix of percentage-of-AUM fees, hourly fees and fixed-fee engagements. Wescott is not positioned as an ESG investor and lists an affiliation with a law firm among its industry relationships. The firm has received multiple industry recognitions, including CNBC Top 100 Financial Advisory Firms (2019, 2025), FA Magazine Top RIA Firms (2020) and listings from Forbes (Top RIA Firms 2022 and 2024; America’s Top RIA Firms 2023).

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Location & Offices