Barron's Ranks Wescott Financial As One of Top Financial Advisors in Pennsylvania- Wescott Ranked Third of 48 Included on List
Philadelphia, PA – Wescott Financial Advisory Group, an SEC-registered wealth management firm serving high-net-worth individuals and institutions, is pleased to announce that it has been ranked third on Barron’s list of the “2014 Top Advisor Rankings: Pennsylvania.”
Barron’s rankings are based on data provided by more than 4,000 of the nation's most productive advisors. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work.
In response to being named third on Barron’s “2014 Top Advisor Rankings: Pennsylvania” listing, Grant Rawdin, Wescott’s founder and CEO said, “To be recognized as one of Pennsylvania’s top wealth advisors is a testament to our hard work, effective wealth management strategies and dedication to client services. We are proud of our accomplishments and humbled to be listed among such good company.”
Founded in 1921, Barron’s is published by Dow Jones, which is owned by News Corp.
Wescott is one of the nation’s largest registered independent advisors with more than 350 clients and $1.8 billion in assets under management. The firm is managed from offices in Philadelphia, PA; Boca Raton and Miami, Florida; and San Francisco, CA.
About Wescott Financial Advisory Group LLC
Founded in 1987, Wescott Financial Advisory Group LLC is an SEC-registered, fee-only investment advisory and wealth management firm. Wescott’s clients are high-net-worth individuals, families, trusts, foundations, pension plans and institutions. The firm’s investment philosophy is a uniquely disciplined, tax sensitive and opportunistic “open architecture, multi-manager (passive and active management)” approach that has been maintained for over 25 years. This approach allows Wescott to control risk while creating portfolios with a combination of complementary styles, diversifications and enhanced returns. Wescott is rated one of the top investment management firms in the United States. The firm is ranked in the top 50 nationally by Barron’s and was named a top firm in South Florida by the South Florida Business Journal. With offices in Philadelphia, Boca Raton, Miami and San Francisco, Wescott’s mission is “Achieving Client Goals.” For additional information, please visit www.wescott.com/press/digital-press-kit.
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