Wescott Financial Advisory Group Llc
SEC-registered
Wealth Manager · Mid-sized ($1B–$10B)
CRD 105989
· SEC file 801-29752
· Philadelphia, PA
· WWW.FACEBOOK.COM
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ADV data as of Apr 21, 2026
- Regulatory AUM
- $4.2B
- Discretionary
- $3.2B
- Clients
- 787
- Avg AUM / client
- $5.3M
- Accounts
- 3,365
- Employees
- 48
AUM over time
$1.3B
$4.2B
Dec 2011
Dec 2025
Annual snapshots from Form ADV filings · as of Apr 21, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 188 | $82.5M | 1.99% |
| High net worth individuals | 581 | $2.9B | 70.0% |
| Pension and profit sharing plans | 4 | $1.1B | 25.3% |
| Charitable organizations | 13 | $108M | 2.6% |
| Corporations and other businesses | 1 | $840K | 0.02% |
People (27)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Grant Rawdin | Chairman, President, Ceo, Member, And Managing Board Member | CFP | Feb 1987 (40y) | 50% – 75% |
| Sheckels, Lydia, Carreiro | Vice President, Member, And Managing Board Member | Oct 1992 (34y) | Less than 5% | |
| O'donnell, Charles, Joseph | Managing Board Member | Apr 2013 (13y) | Less than 5% | |
| Taylor, Matthew, Anthony | Managing Board Member | Jan 2018 (9y) | Less than 5% | |
| Delgott, Carrie, Michelle | Chief Operations Officer And Chief Compliance Officer, Managing Board Member | Apr 2020 (6y) | Less than 5% | |
| Scott Anthony Michalek | Registered representative | CFP | Mar 1999 (27y) | |
| David Brian Lafferty | Registered representative | CFP | May 2001 (25y) | |
| Stephanie Michelle James | Registered representative | CFP | May 2012 (14y) | |
| Christopher Anthony Cortese | Registered representative | CFP | Jan 2013 (14y) | |
| Karen Beth Mcintyre | Registered representative | CFP | Mar 2013 (13y) | |
| Susan Mary Green | Registered representative | CFP | Mar 2015 (11y) | |
| Sandra Elaine Goodstein | Registered representative | CFP | Apr 2015 (11y) | |
| Robert A Bap Wasko | Registered representative | CFP | Oct 2016 (10y) | |
| Alexander Jonathan Rawdin | Registered representative | CFP | Apr 2018 (8y) | |
| Joseph Frazer | Registered representative | Feb 2020 (6y) | ||
| Rebecca Iacopelli | Registered representative | CFP | May 2021 (5y) | |
| Bethany Jill Landis | Registered representative | CFP | Jan 2022 (5y) | |
| Daniel James Esquirell | Registered representative | CFP | Jan 2022 (5y) | |
| Richard John Volpe | Registered representative | CFP Chartered Financial Consultant | Jan 2022 (5y) | |
| Sean Mark Roberts | Registered representative | CFP CFA | Jan 2022 (5y) | |
| Timothy F Ferko | Registered representative | CFP Chartered Financial Consultant | Jan 2022 (5y) | |
| Scott Howard Levin | Registered representative | CFP Chartered Financial Consultant | Jan 2022 (5y) | |
| James Patrick Ciamacco | Registered representative | CFP | Jun 2022 (4y) | |
| Wendy M Ellis | Registered representative | Nov 2022 (4y) | ||
| Charles Howard Johnston | Registered representative | CFP | Aug 2023 (3y) | |
| Benjamin G. Janssen | Registered representative | CFP | Dec 2023 (3y) | |
| Peter T Henson | Registered representative | CFP | Sep 2024 (2y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Wescott Holding Company Llc | Member | Dec 2003 | A | 10% – 25% |
| Anterian Holdings Ltd | Member | Dec 2021 | A | 10% – 25% |
| Duane Morris Llp | Member | Dec 2003 | B | ≈ 7.5% – 25% via Wescott Holding Company Llc |
Undisclosed: 0% – 30% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Duane Morris Llp: 75% – 100% of Wescott Holding Company Llc × 10% – 25% direct ≈ 7.5% – 25% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/21/2026 | 1.05 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $2.4B (59% of AUM) Apr 2026
- Fidelity Distributors Company Llc $1.6B (38% of AUM) Apr 2026
- Fidelity Investments Institutional Services Company, Inc. $314M (16% of AUM) Mar 2019
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 21, 2026.
View current Form ADV (SEC/IAPD) ↗