Grant Rawdin founded the Philadelphia-area Wescott Financial Advisory Group more than 30 years ago. Wescott, which has an office in Miami, as well, recorded growth last year of 32%. Its assets under management now total $2.7 billion. Of Wescott’s 35 staff members, 18 are financial advisors. “For every client, we have at least two advisors,” Rawdin says. “We also have an investment team that works with clients through the advisors.”

The firm also boasts an in-house organizational psychologist, who helps create risk-profile…

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