Wescott Financial Lands RIA Edge 100 With $4.4 Billion in Assets
Updated
Updated · Wealth Management · Aug 11
Wescott Financial Lands RIA Edge 100 With $4.4 Billion in Assets
2 articles · Updated · Wealth Management · Aug 11
Summary
$4.4 billion in assets under management helped put Philadelphia-based Wescott Financial Advisory on Wealth Management’s RIA Edge 100, which weighs growth alongside client-service and staffing metrics.
Grant Rawdin said the firm’s rise came from a planning-first model built around psychology, goal-focused advice and deeper client relationships rather than traditional brokerage-style selling.
That approach includes psychological assessments and a gamified “Perfect Score” system that tracks clients’ planning progress from 1 to 100 to spur engagement and follow-through.
Growth also accelerated through expansion moves including Wescott’s 2021 acquisition of Asset Planning Service, an $800 million RIA, and recent advisor hires from Certior Financial Group and Vanguard.