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- Custodian
- Charles Schwab & Company · Fidelity/NFS · National Advisors Trust
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between October 17, 2025 and April 21, 2026, reported AUM increased 11.6%, from $3.7B to $4.2B.
Across 5 reported observations, AUM increased 20.4% between October 11, 2022 and April 21, 2026, from $3.5B to $4.2B.
Of the latest reported AUM, 76.6% is discretionary and 23.4% is non-discretionary.
The firm reports 27 advisory representatives and 787 clients, or 29.1 clients per representative. That equates to $5.3M in reported AUM per client.
The profile lists 3 reported office locations and 39 years in operation. The source data was last updated on April 21, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
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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
Unlock allContacts
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
SMA allocation detail is available
Wescott Financial Advisory Group LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Wescott Financial Advisory Group LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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