WESCOTT FINANCIAL ADVISORY GROUP LLC
CRD #105989 SEC #801-29752 PHILADELPHIA, PA 215-979-1619
SEC Registered
Total AUM
$3.7B
Discretionary
$2.8B
Employees
50
Clients
--
Accounts
3,329
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $3.7B | $2.8B | $877.8M | 50 | 0 |
| Mar 2025 | $3.7B | $2.8B | $877.8M | 50 | 0 |
| Nov 2024 | $3.5B | $2.6B | $843M | 54 | 0 |
| Oct 2024 | $3.5B | $2.6B | $843M | 54 | 0 |
| Apr 2024 | $3.5B | $2.6B | $843M | 54 | 0 |
| Mar 2024 | $3.4B | $2.6B | $762.3M | 54 | 0 |
| Sep 2023 | $3.4B | $2.4B | $1B | 51 | 0 |
| Jun 2023 | $3.4B | $2.4B | $1B | 51 | 0 |
| May 2023 | $3.4B | $2.4B | $1B | 51 | 0 |
| Mar 2023 | $3.4B | $2.4B | $1B | 51 | 0 |
| Oct 2022 | $3.5B | $2.6B | $894M | 51 | 0 |
| Feb 2022 | $3.5B | $2.6B | $894M | 51 | 0 |
| Feb 2022 | $3.5B | $2.6B | $894M | 51 | 0 |
| Feb 2022 | $3.5B | $2.6B | $894M | 51 | 0 |
| Jan 2022 | $2.4B | $1.7B | $715M | 32 | 0 |
| Mar 2021 | $2.4B | $1.7B | $715M | 32 | 0 |
| Jun 2020 | $2.1B | $1.5B | $614.3M | 32 | 0 |
| Apr 2020 | $2.1B | $1.5B | $614.3M | 32 | 0 |
| Mar 2020 | $2.1B | $1.5B | $614.3M | 32 | 0 |
| Mar 2019 | $2B | $1.4B | $565.1M | 30 | 0 |
| Sep 2018 | $1.9B | $1.4B | $492.1M | 32 | 0 |
| Sep 2018 | $1.9B | $1.4B | $492.1M | 32 | 0 |
| Jul 2018 | $1.9B | $1.4B | $492.1M | 32 | 0 |
| Mar 2018 | $1.9B | $1.4B | $492.1M | 32 | 0 |
| Mar 2017 | $1.9B | $1.5B | $412.4M | 30 | 500 |
| Dec 2016 | $2B | $1.9B | $158.7M | 33 | 500 |
| Oct 2016 | $2B | $1.9B | $158.7M | 33 | 500 |
| Mar 2016 | $2B | $1.9B | $158.7M | 33 | 500 |
| Mar 2015 | $2.1B | $1.9B | $152.4M | 29 | 400 |
| Mar 2014 | $1.8B | $1.7B | $141.6M | 29 | 400 |
| Mar 2013 | $1.5B | $1.3B | $123.1M | 28 | 400 |
| Jun 2012 | $1.3B | $860.5M | $418.2M | 11 | 300 |
| Mar 2012 | $1.3B | $860.5M | $418.2M | 11 | 300 |
| Mar 2011 | $1.3B | $979.2M | $330.7M | -- | -- |
| Sep 2010 | $1.2B | $741.5M | $427.5M | -- | -- |
| Mar 2010 | $1.2B | $741.5M | $427.5M | -- | -- |
| Mar 2009 | $976.2M | $646.6M | $329.6M | -- | -- |
| Mar 2008 | $1.2B | $760.8M | $420.7M | -- | -- |
| Mar 2007 | $1.2B | $760.8M | $420.7M | -- | -- |
| Jan 2007 | $949.3M | $629.9M | $319.4M | -- | -- |
| Mar 2006 | $949.3M | $629.9M | $319.4M | -- | -- |
| Mar 2004 | $658.5M | $0 | $658.5M | -- | -- |
| Mar 2002 | $468.7M | $0 | $468.7M | -- | -- |
DateOct 2025
Total AUM$3.7B
Discretionary$2.8B
Non-Disc.$877.8M
Employees50
Clients0
DateMar 2025
Total AUM$3.7B
Discretionary$2.8B
Non-Disc.$877.8M
Employees50
Clients0
DateNov 2024
Total AUM$3.5B
Discretionary$2.6B
Non-Disc.$843M
Employees54
Clients0
DateOct 2024
Total AUM$3.5B
Discretionary$2.6B
Non-Disc.$843M
Employees54
Clients0
DateApr 2024
Total AUM$3.5B
Discretionary$2.6B
Non-Disc.$843M
Employees54
Clients0
DateMar 2024
Total AUM$3.4B
Discretionary$2.6B
Non-Disc.$762.3M
Employees54
Clients0
DateSep 2023
Total AUM$3.4B
Discretionary$2.4B
Non-Disc.$1B
Employees51
Clients0
DateJun 2023
Total AUM$3.4B
Discretionary$2.4B
Non-Disc.$1B
Employees51
Clients0
DateMay 2023
Total AUM$3.4B
Discretionary$2.4B
Non-Disc.$1B
Employees51
Clients0
DateMar 2023
Total AUM$3.4B
Discretionary$2.4B
Non-Disc.$1B
Employees51
Clients0
DateOct 2022
Total AUM$3.5B
Discretionary$2.6B
Non-Disc.$894M
Employees51
Clients0
DateFeb 2022
Total AUM$3.5B
Discretionary$2.6B
Non-Disc.$894M
Employees51
Clients0
DateFeb 2022
Total AUM$3.5B
Discretionary$2.6B
Non-Disc.$894M
Employees51
Clients0
DateFeb 2022
Total AUM$3.5B
Discretionary$2.6B
Non-Disc.$894M
Employees51
Clients0
DateJan 2022
Total AUM$2.4B
Discretionary$1.7B
Non-Disc.$715M
Employees32
Clients0
DateMar 2021
Total AUM$2.4B
Discretionary$1.7B
Non-Disc.$715M
Employees32
Clients0
DateJun 2020
Total AUM$2.1B
Discretionary$1.5B
Non-Disc.$614.3M
Employees32
Clients0
DateApr 2020
Total AUM$2.1B
Discretionary$1.5B
Non-Disc.$614.3M
Employees32
Clients0
DateMar 2020
Total AUM$2.1B
Discretionary$1.5B
Non-Disc.$614.3M
Employees32
Clients0
DateMar 2019
Total AUM$2B
Discretionary$1.4B
Non-Disc.$565.1M
Employees30
Clients0
DateSep 2018
Total AUM$1.9B
Discretionary$1.4B
Non-Disc.$492.1M
Employees32
Clients0
DateSep 2018
Total AUM$1.9B
Discretionary$1.4B
Non-Disc.$492.1M
Employees32
Clients0
DateJul 2018
Total AUM$1.9B
Discretionary$1.4B
Non-Disc.$492.1M
Employees32
Clients0
DateMar 2018
Total AUM$1.9B
Discretionary$1.4B
Non-Disc.$492.1M
Employees32
Clients0
DateMar 2017
Total AUM$1.9B
Discretionary$1.5B
Non-Disc.$412.4M
Employees30
Clients500
DateDec 2016
Total AUM$2B
Discretionary$1.9B
Non-Disc.$158.7M
Employees33
Clients500
DateOct 2016
Total AUM$2B
Discretionary$1.9B
Non-Disc.$158.7M
Employees33
Clients500
DateMar 2016
Total AUM$2B
Discretionary$1.9B
Non-Disc.$158.7M
Employees33
Clients500
DateMar 2015
Total AUM$2.1B
Discretionary$1.9B
Non-Disc.$152.4M
Employees29
Clients400
DateMar 2014
Total AUM$1.8B
Discretionary$1.7B
Non-Disc.$141.6M
Employees29
Clients400
DateMar 2013
Total AUM$1.5B
Discretionary$1.3B
Non-Disc.$123.1M
Employees28
Clients400
DateJun 2012
Total AUM$1.3B
Discretionary$860.5M
Non-Disc.$418.2M
Employees11
Clients300
DateMar 2012
Total AUM$1.3B
Discretionary$860.5M
Non-Disc.$418.2M
Employees11
Clients300
DateMar 2011
Total AUM$1.3B
Discretionary$979.2M
Non-Disc.$330.7M
Employees--
Clients--
DateSep 2010
Total AUM$1.2B
Discretionary$741.5M
Non-Disc.$427.5M
Employees--
Clients--
DateMar 2010
Total AUM$1.2B
Discretionary$741.5M
Non-Disc.$427.5M
Employees--
Clients--
DateMar 2009
Total AUM$976.2M
Discretionary$646.6M
Non-Disc.$329.6M
Employees--
Clients--
DateMar 2008
Total AUM$1.2B
Discretionary$760.8M
Non-Disc.$420.7M
Employees--
Clients--
DateMar 2007
Total AUM$1.2B
Discretionary$760.8M
Non-Disc.$420.7M
Employees--
Clients--
DateJan 2007
Total AUM$949.3M
Discretionary$629.9M
Non-Disc.$319.4M
Employees--
Clients--
DateMar 2006
Total AUM$949.3M
Discretionary$629.9M
Non-Disc.$319.4M
Employees--
Clients--
DateMar 2004
Total AUM$658.5M
Discretionary$0
Non-Disc.$658.5M
Employees--
Clients--
DateMar 2002
Total AUM$468.7M
Discretionary$0
Non-Disc.$468.7M
Employees--
Clients--