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Wescott Financial Advisory Group Revenue and Competitors

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Total Funding

Investments

Industry

Estimated Revenue & Valuation

  • Wescott Financial Advisory Group's estimated annual revenue is currently $12.7M per year.(i)
  • Wescott Financial Advisory Group's estimated revenue per employee is $204,300

Employee Data

  • Wescott Financial Advisory Group has 62 Employees.(i)
  • Wescott Financial Advisory Group grew their employee count by 9% last year.

Wescott Financial Advisory Group's People

NameTitleEmail/Phone
1
Founder & CEOReveal Email/Phone
2
Chief Investment Officer - Emeritus and Senior Financial AdvisorReveal Email/Phone
3
Chief Operating Officer / Chief Compliance OfficerReveal Email/Phone
4
Principal - Sr. Financial Advisor; Business Development OfficerReveal Email/Phone
5
Business Development OfficerReveal Email/Phone
6
Business Development OfficerReveal Email/Phone
7
Director Charitable and Estate PlanningReveal Email/Phone
8
Principal, Senior Financial Advisor and Director Financial Planning StandardsReveal Email/Phone
9
Principal, Senior Financial Advisor and Director Next Gen Advisor DevelopmentReveal Email/Phone
10
Managing Director and Senior Financial AdvisorReveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$14.3M7023%N/AN/A
#2
$36M144-3%N/AN/A
#3
$6.9M386%N/AN/A
#4
$7.8M455%N/AN/A
#5
$3.3M21-5%N/AN/A
#6
$2M157%N/AN/A
#7
$25.9M114-3%N/AN/A
#8
$7.1M39-5%N/AN/A
#9
$5880M61074%$400MN/A
#10
$19.3M85-30%N/AN/A
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What Is Wescott Financial Advisory Group?

Let us build a track record of advice, trust and results for you... Through its unique Life-Minded Wealth® approach, Wescott Financial Advisory Group integrates financial expertise with life expertise into a single advisory service. The firm’s expert teams combine financial advisors, CPAs, MBAs and attorneys with on-staff psychologists, Ph.D.s and family counselors to help clients see all sides of every financial decision. Wescott is an SEC-registered, fee-only investment advisory and wealth management firm with offices in Philadelphia, Fort Washington and Miami. The Wescott team is composed of an interdisciplinary group of subject matter experts with substantive backgrounds in investments, business, law, accounting and taxation. Founded in 1987, Wescott is one of the top wealth management firms in the nation, as ranked by Barron’s, Forbes, CNBC and Financial Advisor magazine. Our mission is "Achieving Client Goals". Wescott is always looking for new client opportunities, as well as growing by the addition of excellent advisors. We invite your inquiries to our collegial firm.

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Total Funding

62

Number of Employees

$12.7M

Revenue (est)

9%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$8.4M625%N/A
#2
$14M620%N/A
#3
$8.1M6229%N/A
#4
$16M62-9%N/A
#5
$10M625%N/A