SourcingSourcing

WESCOTT FINANCIAL ADVISORY GROUP LLC

C37
CRD 105989·SEC 801-29752·PHILADELPHIA, PA
AUM
$4.16B
$1B+
Est. Revenue
$41.6M
@ 1% on AUM
Est. EBITDA
$12.5M
@ 30% margin
Est. Deal Value
$99.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
WESCOTT FINANCIAL ADVISORY GROUP LLC
CRD
105989
SEC file #
801-29752
EIN
233017883
DBA names
—

Economics

AUM
$4.16B
AUM band
$1B+
AUM trajectory
'20'26
$2.00B → $4.16B▲ +107%
Client mix
Individuals High Net Worth581
Individuals Other188
Charitable Organizations13
Pension Profit Sharing Plans4
Corporations1

Operations

Employees (total)
48
Advisory staff (per ADV)
27
Advisory staff (5-yr trend)
'20'26
15 advisors → 27 advisors▲ +80%
Primary office
PHILADELPHIA PA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
04/21/2026
ADV-W filed at
—
Website
facebook.com/wescottfin(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
RAWDIN, GRANT
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
7
Control Persons
RAWDIN, GRANT
ANTERIAN HOLDINGS LTD
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:wescott.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001864880
Edgar Registered
Yes
Edgar Filing Count
24
Edgar First Filing Date
2021-06-25
Edgar Last Filing Date
2026-05-12
Edgar 13f Count
22
Edgar 13f Latest AUM Estimate
Filing Date2026-05-12
Accession0001172661-26-001689

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
23
Bc Firm IAR Count
23
Custodian Candidates
Full
Charles Schwab6
E*trade4
Fidelity2
Edgar Addresses
Mailing
30 SOUTH STREET 17TH STREETPHILADELPHIA, PA 19103
Business
30 SOUTH STREET 17TH STREETPHILADELPHIA, PA 19103
Edgar EIN
233017883
Edgar Recent Filings
13F-HR2026-05-12 · 0001172661-26-001689
13F-HR2026-02-12 · 0001172661-26-000655
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
1650586
Trust Company Affiliate
No

People (27)

27
RAWDIN, GRANT
IAR · Direct Owner · 62.5%
1650586
CARRIE MICHELLE DELGOTT
Executive Officer · 2.5%
3208545
O'DONNELL, CHARLES, JOSEPH
Executive Officer · 2.5%
4294754
TAYLOR, MATTHEW, ANTHONY
Executive Officer · 2.5%
7091610
MCCARRON, MARK
Executive Officer · 2.5%
5962263
Joseph Frazer
IAR
7086375
Alexander Jonathan Rawdin
IAR
6902271
SUSAN MARY GREEN
IAR
6470209
SCOTT ANTHONY MICHALEK
IAR
1964339
DAVID BRIAN LAFFERTY
IAR
1712748
BETHANY JILL LANDIS
IAR
6629841
RICHARD JOHN VOLPE
IAR
818361
DANIEL JAMES ESQUIRELL
IAR
4593034
SEAN MARK ROBERTS
IAR
2186477
Benjamin G. Janssen
IAR
7802228
CHRISTOPHER ANTHONY CORTESE
IAR
5536492
KAREN BETH MCINTYRE
IAR
4882895
STEPHANIE MICHELLE JAMES
IAR
6066840
JAMES PATRICK CIAMACCO
IAR
6833141
REBECCA IACOPELLI
IAR
6563526
TIMOTHY F FERKO
IAR
2668665
WENDY M ELLIS
IAR
6278697
Robert A Bap-Wasko
IAR
5442561
SANDRA ELAINE GOODSTEIN
IAR
711192
PETER T HENSON
IAR
6350580
Scott Howard Levin
IAR
2850011
CHARLES Howard JOHNSTON
IAR
6872243