RIA Intel›Advisers›Pennsylvania›WESCOTT FINANCIAL ADVISORY GROUP LLC

WESCOTT FINANCIAL ADVISORY GROUP LLC

Advisory

N·PHILADELPHIA, PA

Data as of Apr 21, 2026 · Source: SEC Form ADV

Total AUM

$4.2B

1-Year AUM Growth

+7.1%

3-Year CAGR

+2.5%

Employees

27

Assets Under Management

Total AUM$4.2B

Discretionary AUM$3.2B

Non-Discretionary AUM$974M

Discretionary %76.6%

Total Clients777

Team

Total Employees27

Investment Advisers48

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record52

First FilingApr 2, 2001

Latest FilingApr 21, 2026

🔒 Full AUM trend chart and 52 historical filings spanning 25+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on WESCOTT FINANCIAL ADVISORY GROUP LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.