Wescott Financial Advisory Group LLC Ranked #39 in Barron's Top 100 Independent Wealth Advisor List
PHILADELPHIA, PA – Wescott Financial Advisory Group LLC, an SEC-registered wealth management firm serving high net worth individuals and institutions, is pleased to announce that the firm once again has been ranked in Barron’s Top 100 Independent Wealth Advisors list. This year Wescott was ranked number 39, up from number 42 in 2011.
The ranking reflects the scoring of the quality of a firm’s practice. Scoring is based upon several dozen factors, including, breadth of client services, client retention, assets overseen by the firm, quality and stability of revenues generated by the firms and the multi-disciplinary range and specialization of firm staff. All independent investment advisors with assets under management of $250 million or more are considered.
“Being recognized on the Barron’s list is a testament to our hard work, dedication to our clients and proven track record,” said Grant Rawdin, Wescott’s founder and CEO. “It is humbling to be, once again, ranked on this prestigious list among our true peers in the nation.”
Wescott is one of the nation’s largest registered independent advisors with more than 325 clients and $1.6 billion in assets under management – and managed from offices in Philadelphia, PA; San Francisco, CA; and Boca Raton and Miami, Florida.
Founded in 1987, Wescott Financial Advisory Group LLC is an SEC-registered, fee-only investment advisory and wealth management firm. Wescott’s clients are high net worth individuals, families, trusts, foundations, pension plans and institutions. The firm’s investment philosophy is a uniquely disciplined, tax sensitive and opportunistic “open architecture, multi-manager (passive and active management)” approach that has been maintained for over 25 years. This approach allows Wescott to control risk while creating portfolios with a combination of complementary styles, diversifications and enhanced returns. Wescott is rated one of the top investment management firms in the United States. The firm is ranked in the top 40 nationally by Barron’s and was named a top firm in South Florida by the South Florida Business Journal. With offices in Philadelphia, Boca Raton, Miami and San Francisco, Wescott’s mission is “Achieving Client Goals.” For additional information, please visit www.wescott.com.