Wescott Financial Advisory Group
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Finance · Pennsylvania, United States · 51-200 Employees

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Overview

Headquarters

30 S 17th St Fl 5, Philadelphia, Pennsyl...

Phone Number

(215) 979-1600

Revenue

$10.2 Million

Industry

Finance Securities Trading
ZI Rank: 2
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
3
2
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2

About Wescott Financial Advisory Group

Wescott Financial Advisory Group LLC is a financial consulting and wealth management firm with nearly 40 years of experience in providing specialized financial services. The company offers a range of services including investment strategies, financial planning, and trust services, tailored to meet the unique needs of its clients. Wescott serves a diverse clientele, focusing on individuals and families seeking to manage their wealth effectively while leaving a lasting legacy. Recognized by various national publications, Wescott is also a certified B Corp, demonstrating its commitment to social and environmental excellence.Explore more
Wescott Financial Advisory Group's Social MediaPopular SearchesWescottWescott Financial Advisory Group LLCWescott Financial Advisory GroupWESCOTT PROFESSIONAL EMPLOYER SERVICES IncWescott Scholastic Products IncSIC Code 62,628NAICS Code 52,523Show more

Wescott Financial Advisory Group Org Chart

Grant Rawdin, Founder & Chief Executive Officer at Wescott Financial Advisory Group
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Founder & Chief Executive Officer

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Carrie Delgott, President, Chief Operating Officer & Chief Compliance Officer at Wescott Financial Advisory Group
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President, Chief Operating Officer & Chief Co...

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Compare insights from companies similar to Wescott Financial Advisory Group, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Wescott Financial Advisor...

$10.2M
51-200
Private
<$5M
1987
Grant Rawdin, Founder & Chief Executive Officer at Wescott Financial Advisory Group
Grant RawdinFounder & CEO
$63.9M
51-200
Private
$151M
2011
Robert Mooney, Managing Partner & Chief Executive Officer at Snowden Lane Partners
Robert MooneyManaging Partner & CEO
$21.4M
51-200
Private
-
1968
$15.3M
51-200
Private
<$5M
1986
Michael Yoshikami, Chief Executive Officer & Founder at Destination Wealth Management
Michael YoshikamiCEO & Founder
$5.4M
51-200
Private
-
2005
<$5M
11-50
Private
<$5M
1997
Vinson Brod, Chief Operating Officer at Mayflower Advisors
Vinson BrodChief Operating Officer
<$5M
11-50
Private
-
2000
AR
A. RandallManaging Director
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Company Profile Activity

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Among all Finance companies

Low Activity

High Activity

Activity Insights

Wescott Financial Advisory Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Wescott Financial Advisory Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Wescott Financial Advisory Group.

Wescott Financial Advisory Group financials insights

Gather financial insights about Wescott Financial Advisory Group, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2020

Debt

$350K

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Wescott Financial Advisory Group Tech Stack

A closer look at the technologies used by Wescott Financial Advisory Group

Most Recent Scoops

Facilities Relocation / Expansion
Wescott Financial Advisory Group is planning to move offices in December 2025. The move will impact approximately 120 employees at the existing office located at 30 South 17Th Street, Philadelphia, PA.
Facilities Relocation/Expansion
Person-Based
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Open Position
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Wescott Financial Advisory Group News & Media

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Frequently Asked Questions Regarding Wescott Financial Advisory Group

What is Wescott Financial Advisory Group's official website?
Wescott Financial Advisory Group's official website is www.wescott.com
What is Wescott Financial Advisory Group's Revenue?
Wescott Financial Advisory Group's revenue is $10.2 Million
What is Wescott Financial Advisory Group's SIC code?
Wescott Financial Advisory Group's SIC: 62,628
What is Wescott Financial Advisory Group's NAICS code?
Wescott Financial Advisory Group's NAICS: 52,523
How many employees does Wescott Financial Advisory Group have?
Wescott Financial Advisory Group has 51-200 employees
What industry does Wescott Financial Advisory Group belong to?
Wescott Financial Advisory Group is in the industry of: Finance, Securities Trading
What is Wescott Financial Advisory Group competition?
Wescott Financial Advisory Group top competitors include: SYM Financial Advisors, Lexington Wealth Management, Mayflower Advisors, Snowden Lane Partners
What companies has Wescott Financial Advisory Group acquired?
Wescott Financial Advisory Group has acquired the companies: Asset Planning Services
What technology does Wescott Financial Advisory Group use?
Some of the popular technologies that Wescott Financial Advisory Group uses are: WordPress.org, PHP, DoubleClick, AT&T DNS
How do I contact Wescott Financial Advisory Group?
Wescott Financial Advisory Group contact info: Phone number: (215) 979-1600 Website: www.wescott.com
What does Wescott Financial Advisory Group do?

Wescott Financial Advisory Group LLC is a financial consulting and wealth management firm with nearly 40 years of experience in providing specialized financial services. The company offers a range of services including investment strategies, financial planning, and trust services, tailored to meet the unique needs of its clients. Wescott serves a d... iverse clientele, focusing on individuals and families seeking to manage their wealth effectively while leaving a lasting legacy. Recognized by various national publications, Wescott is also a certified B Corp, demonstrating its commitment to social and environmental excellence.Read More

What are Wescott Financial Advisory Group social media links?
Wescott Financial Advisory Group Linkedin page Wescott Financial Advisory Group Twitter page Wescott Financial Advisory Group Facebook page
Is Wescott Financial Advisory Group a public company?
Wescott Financial Advisory Group is private company therefore does not currently have an official ticker symbol
See more information about Wescott Financial Advisory Group

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