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Wealth Manager • Philadelphia, United States

Wescott Financial Advisory Group

Wescott Financial Advisory Group is a wealth manager based in Philadelphia, United States, founded in 1987. Verified contact details, AUM data, and investment preferences on FindLPs.

$3.0B
Assets Under Mgmt
1987
Year Founded
Wealth Manager
Investor Type
Philadelphia, United States
Headquarters
About

Wescott Financial Advisory Group

Wescott Financial Advisory Group is an investment advisory firm based in Philadelphia, Pennsylvania. Established in 1987, the firm provides wealth management services to high net worth individuals, families, trusts, foundations, pensions and other institutions. The assets of the firm are managed by the executive management team. This firm is a Registered Investment Adviser (RIA).

Investment Focus

What Wescott Financial Advisory Group Invests In

Preferred geographies: Africa, Americas, Asia, Canada, Europe, Middle East, Oceania, United States

Location: 30 South 17th Street\nPhiladelphia, PA\n19103-4196\nUnited States

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LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated July 2026.