PHILADELPHIA, August 29, 2016 — Wescott Financial Advisory Group has been named to Barron’s list of the “Top 100 Independent Financial Advisors.” Wescott has appeared among the top 50 advisors for the past eight years, and ranks at number 18 on this year’s prestigious list.
“Our approach to wealth management is one that stands the test of time,” said Grant Rawdin, Wescott’s founder and CEO. “It’s our combination of financial savvy and empathy that makes clients feel confident and empowered. It remains at the core of our business, and this continued industry recognition reinforces that we’ve built a high quality practice for our advisor teams and our clients.”
This year marks Barron’s tenth annual ranking of top independent financial advisors. The publication’s ranking is based on the quality of the advisor’s practice, breadth of services, and additional data provided by each firm. Taken as a whole, the list shows that RIAs are growing at a rapid pace—with market share increasing 5.4% from 2007 to 2015, and control of 14.7% of the overall advisory market.
“Our independence is key as we continue to roll up our sleeves and grow our firm,”said Rawdin. “Barron’s ranking digs deep into the value we provide clients and the environment we have created for our advisors, so we are always honored to be named among the top independent practices.”
About Wescott Financial Advisory Group LLC
Through its unique Life-Minded Wealth™ approach, Wescott integrates financial expertise with life expertise into a single advisory service. The firm’s expert teams combine financial advisors, CPAs, MBAs and attorneys with on-staff psychologists, Ph.D.s and family counselors to help clients see all sides of every financial decision. With more than $2 billion in assets under management, Wescott is one of the top wealth management firms in the nation, as ranked by Barron’s, Forbes, CNBC and Financial Advisor magazine. Founded in 1987, Wescott has offices in Philadelphia, Boca Raton, Miami and San Francisco. For more information, visit wescott.com and follow them on LinkedIn, Facebook and Twitter @WescottFin.
Barron’s is America’s premier financial brand, known for its market-moving stories. Published by Dow Jones & Company since 1921, it reaches an influential audience of professional fund managers, financial advisors, affluent individual investors, financial-services professionals and senior corporate executives. With new content available every business day in digital form and every week in print, Barron’s provides readers with an intelligible recap of recent market action coupled with insights on what’s likely to happen in the market in the days and weeks to come. In addition, its annual series of exclusive conferences for financial advisors and investors is dedicated to identifying, enhancing and expanding best practices in investing. As a result of these initiatives, Barron’s is the trusted financial-publishing brand that people actively in the market turn to for information, ideas and insights they can use to increase their professional success and enhance their personal financial well-being.
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