PHILADELPHIA, PACRD 105989Latest ADV April 21, 2026
Wescott Financial Advisory Group LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Philadelphia, PA. Its latest Form ADV filing, dated April 21, 2026, reports $4.2B in regulatory assets under management, 48 employees, 5 offices, and 3,365 accounts.
Assets Under Management
$4.2B
Employees
48
Offices
5 offices
Total Clients
787
Primary office
PHILADELPHIA, PA
30 SOUTH 17TH STREET, PHILADELPHIA, PA, United States
Top client segmentHNWI represent 73.8% of total clients.
Top client categories% of clientsClients
1
HNWI
73.8%
581
2
Individuals
23.9%
188
3
Charitable
1.7%
13
4
Pension Plans
0.5%
4
5
Corporations
0.1%
1
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$4.2Bas of April 21, 2026
Discretionary76.6%
$3.2B
77% of total RAUM76.6%
Non-discretionary23.4%
$974M
23% of total RAUM23.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$4.2B
Total Accounts3,365
10Y AUM Change+$2.3B (+120.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees48
Clients per Employee16:1
10Y Employee Change+18 (+60.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.