Philadelphia-based Independent RIA Honors Include Two Next-Gen Rising Star Accolades and Repeat Barron's Top 100 Independent Advisors Recognition for CEO Grant Rawdin
PHILADELPHIA, Oct. 14, 2026 /PRNewswire/ -- Wescott Financial Advisory Group ("Wescott"), an independent, fee-only Registered Investment Advisor (RIA) based in Philadelphia, today announced that the firm and three members of its team earned ten national and regional industry recognitions in 2026 from CNBC, Barron's, Forbes, InvestmentNews, ThinkAdvisor, WealthManagement.com and Worth. The honors recognize Wescott's workplace culture, its growth and the work of advisors at every stage of their careers.
Industry Awards & Recognition
- InvestmentNews Awards 2026 — Wescott named an Excellence Awardee for Employer of Choice, acknowledging the firm's commitment to investing in and developing its people and connecting their work to long-term goals. (Awarded June 2026)
- 2026 Wealth Management Industry Awards (Wealthies) — James P. Ciamacco, MT, CFP®, Senior Financial Advisor, was named a Rising Star of the Year winner in the Individual RIA Firms category, which recognizes next-generation advisors who demonstrate vision, creativity, integrity, leadership and high performance in making an impact on their firm, the industry and wealth management over the past year. (Awarded September 2026)
- ThinkAdvisor Luminaries Awards 2026 — Two members of the Wescott team were named finalists:
- CEO of the Year — Grant Rawdin, J.D., CFP®, Founder and CEO, named a finalist. Rawdin founded Wescott in 1987 and has led its growth to more than $4 billion in assets under management, with a sustained focus on organic growth, while also launching and supporting initiatives that extend his impact beyond the firm to the broader wealth management industry and Philadelphia community. (Nominated September 2026)
- Next-Gen Rising Stars — Ollisha M. Fisher, CFP®, Associate Financial Advisor, named a finalist. Two years into her career, Fisher has earned her CFP® certification and supports a client base that has more than tripled. (Nominated September 2026)
No fees were paid for these nominations or awards.
National and Regional Rankings
- Barron's 2026 Top 100 Independent Advisors — Grant Rawdin named to this national list. Rawdin holds the Barron's Hall of Fame designation, earned for more than 10 consecutive years on the Top 100 Independent Advisors ranking. (Awarded September 2026)
- Barron's 2026 Top 1,500 Financial Advisors — Rawdin placed among the top 15 advisors in Pennsylvania on Barron's state-by-state list, which expanded from 1,200 to 1,500 advisors this year. (Awarded March 2026)
- CNBC's 2026 FA 100 — Wescott ranked No. 47 on CNBC's annual list of the nation's top financial advisory firms, climbing from No. 90 in 2025. Now in its eighth year, the ranking evaluates firms on factors including assets under management, years in business, regulatory and compliance records, and the number of investment advisors. (Awarded October 2026)
- WealthManagement.com 2026 RIA Edge 100 — Wescott named to the list, which rewards firms that are well-managed and growing in a strategic, sustainable manner. (Awarded February 2026)
- Financial Advisor Magazine's 2026 RIA Ranking – Wescott named again to one of the industry's longest-running annual evaluations of independent RIAs. (Awarded July 2026)
- Forbes 2026 Best-In-State Wealth Advisors — Rawdin ranked No. 3 in Pennsylvania in the Private Wealth category. (Awarded April 2026)
- Worth's Top RIA Firms 2026 — Wescott named to Worth's annual list, which includes firms with more than $500 million in assets under management, a predominance of high-net-worth clients and advice that is independent from broker-dealers. (Awarded June 2026)
No fees were paid for participation or consideration in these rankings.
"I've always said that if you're advising a client on your own, you're having a soliloquy. Bring another advisor into the conversation and it becomes a dialogue, and you start seeing things you'd never think of by yourself," said Grant Rawdin, J.D., CFP®, Founder and CEO of Wescott Financial Advisory Group. "That collaboration is a core pillar of how we serve our clients, and it's what this year's recognition reflects. Seeing two of our early-career advisors honored, and Wescott recognized for Employer of Choice, makes me immensely proud. I'm thankful to our entire team and to the clients who trust us to help make sure their money serves the life they want to live."
About Wescott Financial Advisory Group
Wescott Financial Advisory Group is an independent, fee-only Registered Investment Advisor (RIA) based in Philadelphia, offering holistic wealth management services to pre-retirees, retirees, business owners, corporate executives, and family offices. Founded in 1987, Wescott has more than $4 billion in assets under management with offices in Philadelphia, Harleysville, and Miami. With nearly 40 years of experience, the team at Wescott aims to provide a life-aligned approach to financial planning that goes beyond wealth, to help ensure clients' financial resources serve their goals and values. Wescott has received several notable accolades and certifications, including being a Barron's Hall of Fame Inductee in 2019 and earning its status as a Certified B Corp in 2020. For more information, visit www.wescott.com.
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SOURCE Wescott Financial Advisory Group
