PHILADELPHIA, September 2, 2015 – Wescott Financial Advisory Group has been ranked by Barron’s, one of the nation’s leading financial publications, as one of the Top 100 Independent Financial Advisors in the United States.
Wescott’s ranking rose this year from 22nd to 16th, showing the firm’s ability to grow even in the face of increased competition in the market.
“We have welcomed new advisors and new clients to Wescott over the past year in Philadelphia, Florida and beyond,” said Grant Rawdin, founder and CEO. “We believe that our independent approach to each client’s individual needs and our desire to implement cutting edge technological solutions that will help us achieve our clients’ goals are among the many reasons we expect our growth to continue.”
The rankings were based on the quality of the practice, client retention rates, growth and the breadth of services provided. Wescott is responsible for $2.4 billion in assets under management.
“We are humbled to be continually ranked by some of the most renowned and respected trade publications and news media among some of the best advisors in the industry,” Rawdin said. “We are particularly honored to be on Barron’s list, as it highlights our stability, our growth in assets and other traits that clients and advisors truly seek in a registered independent advisor.”
About Wescott Financial Advisory Group LLC
Wescott Financial Advisory Group LLC is a relationship-driven, empathetic, independent wealth management firm committed to providing individuals and institutions with unmatched proficiency and multi-disciplined expertise to cultivate their best possible well-being. The company’s diverse team members are experts in investments, law, accounting and business, and hold a wide range of industry-acclaimed credentials that enable them to offer thoughtful and personal advice to their clients. 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 Twitter @WescottFin.
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