Data / Investment advisers / Pennsylvania / Wescott Financial Advisory Group LLC
Wescott Financial Advisory Group LLC, Philadelphia, PA: $4.2 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Wescott Financial Advisory Group LLC is an SEC registered investment adviser with its main office in Philadelphia, Pennsylvania and reports $4.2 billion in regulatory assets under management in its Form ADV filed October 27, 2026. Its clients include high net worth individuals, pension and profit sharing plans and charitable organizations. It is paid through a percentage of assets under management, hourly charges and fixed fees.
The request: Watch Wescott Financial Advisory Group LLC (CRD number 105989): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.
- Registration
- SEC registered investment adviser
- CRD number
- 105989
- SEC file number
- 801-29752
- SEC status
- Approved, effective June 11, 1987
- Main office
- 30 South 17th Street, Philadelphia, PA 19103
- Phone
- (215) 979-1619
- Regulatory AUM
- $4,155,788,050 in the Form ADV filed October 27, 2026
- Discretionary AUM
- $3,181,898,426
- Non discretionary AUM
- $973,889,624
- Accounts
- 3,365
- Employees
- 48, of which 27 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Other offices
- 5
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- October 27, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 581 | $2.91 billion |
| Pension and profit sharing plans | 4 | $1.05 billion |
| Charitable organizations | 13 | $108 million |
| Individuals (other than high net worth individuals) | 188 | $82.5 million |
| Corporations or other businesses | 1 | $840,013 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $4.16 billion | March 30, 2026 |
| December 1, 2025 | $3.73 billion | October 17, 2025 |
Other advisers in Philadelphia
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Mycio Wealth Partners, LLC | Philadelphia | $15.78 billion | 5 | adviserinfo.sec.gov |
| Cooke & Bieler, L.P. | Philadelphia | $10.56 billion | Not listed | adviserinfo.sec.gov |
| FS REIT Advisor, LLC | Philadelphia | $9.10 billion | Not listed | adviserinfo.sec.gov |
| LLR Management HOLDCO, L.P. | Philadelphia | $7.57 billion | 19 | adviserinfo.sec.gov |
| Glenmede Investment Management, LP | Philadelphia | $6.20 billion | Not listed | adviserinfo.sec.gov |
| Financial Integrity Advisors, LLC | Philadelphia | $3.96 billion | Not listed | adviserinfo.sec.gov |
| Bryn Mawr Trust Advisors, LLC | Philadelphia | $3.51 billion | Not listed | adviserinfo.sec.gov |
| FS Digital Infrastructure Advisor, LLC | Philadelphia | $3.21 billion | 6 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Philadelphia, PA
- Investment advisers in Pennsylvania
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving pension and profit sharing plans
- Wescott Financial Advisory Group LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.