LP Profile

Wescott Financial Advisory Group

Also known as Wescott

Wealth ManagerPhiladelphia, United StatesFounded 1987
$3.0B
Assets Under Management
Philadelphia
Headquarters
Investment Focus

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).

Preferred Geographies

AfricaAmericasAsiaCanadaEuropeMiddle EastOceaniaUnited States
Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Wescott Financial Advisory Group from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$4.2B
Total Clients
3,365
Filing Date
April 21, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
Signal Feed

Recent Filings

Public filings matched to Wescott Financial Advisory Group across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

Explore

Explore similar limited partners

Browse more wealth managers and other institutional investors by location and type in the LPbacked limited-partner database.

FAQ

Frequently asked questions

What type of investor is Wescott Financial Advisory Group?

Wescott Financial Advisory Group is a wealth manager based in Philadelphia, United States, managing approximately $3.0B in assets.

Where is Wescott Financial Advisory Group headquartered?

Wescott Financial Advisory Group is headquartered in Philadelphia, United States.

How much does Wescott Financial Advisory Group manage?

Wescott Financial Advisory Group manages approximately $3.0B in assets under management.

When was Wescott Financial Advisory Group founded?

Wescott Financial Advisory Group was founded in 1987.

How can I contact Wescott Financial Advisory Group?

Verified contact details, key decision-makers, and investment preferences for Wescott Financial Advisory Group are available on LPbacked. Create a free account to access them.