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- Custodian
- Charles Schwab & Company · Fidelity/NFS · National Advisors Trust
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-11-1987
- Office Locations
- 3
Office Locations
About Wescott Financial Advisory Group LLC
Wescott Financial Advisory Group is a Philadelphia-area wealth manager with nearly 40 years of specialized advice for individuals and families, including executives and business owners. The firm delivers integrated financial planning and tax-aware investment management—covering concentrated stock, charitable gifting, education and retirement planning—typically using ETFs and mutual funds (Schwab/Fidelity custody). Wescott is a Certified B Corp and a frequent Forbes/Barron’s honoree.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
GRANT RAWDIN
Advisor, Chairman, Chief Executive Officer, President
- CRD
- #1650586
- Ownership
- 50% but less than 75%
CARRIE MICHELLE DELGOTT
Chief Compliance Officer, Chief Operating Officer, Chief Operations Officer, President
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 5 owners & executives
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Robert A Bap-Wasko
Financial Advisor, General Partner
- CRD
- #5442561
JAMES PATRICK CIAMACCO JR
Senior Financial Advisor
- CRD
- #6833141
Showing 2 of 27 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,181,898,426 | $998,713 |
| Non-Discretionary | $973,889,624 | $5,440,724 |
| Total | $4,155,788,050 | $1,235,004 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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