Philadelphia wealth management firm remains at top of annual state-by-state ranking
PHILADELPHIA, March 16, 2016 — Wescott Financial Advisory Group and its founder and CEO, Grant Rawdin, have been named by Barron’s, one of the nation’s top financial publications, as the No. 1 advisor in Pennsylvania for the second year in a row.
Barron’s bases its annual state-by-state ranking of advisors at both Wall Street and independent firms on the quality of the practices, regulatory records, internal company documents, and 100-plus points of data provided by the firms themselves.
“We are honored to have maintained our position at the top of this ranking of the best wealth managers in Pennsylvania,” Rawdin said. “Even with our long history of success, we have made a promise to ourselves and our clients that we would not rest on our laurels, but continue to grow and innovate. This year’s ranking is proof positive that we have kept to our word.”
Wescott is responsible for $2.3 billion in assets under management from clients with a typical net worth of approximately $23 million.
Barron’s featured commentary from Rawdin and the other No. 1 advisors from each state that showcase each of them as leaders in the industry.
See Rawdin’s commentary and the full list of Pennsylvania’s top advisors here.
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 caring and expertise to achieve their goals. 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, Financial Times and Financial Advisor. 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 and LinkedIn.
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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