Wealth Manager
    SEC Registered
    Manages Private Funds

    Janney Montgomery Scott LLC

    Registered investment advisor · Philadelphia, Pennsylvania · CRD #463

    Assets Under Management
    $110.1B
    Client Accounts
    243,808
    Employees
    2,404
    CRD Number
    463
    Registration
    SEC Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Janney Montgomery Scott LLC

    Janney Montgomery Scott LLC is a full-service financial services firm based in Philadelphia, Pennsylvania, founded in 1832. The firm specializes in wealth management, investment banking, and capital markets services. As a privately-held subsidiary of Penn Mutual Life Insurance, Janney has grown significantly, managing approximately $135 billion in assets across 21 states with a team of over 850 financial advisors. Janney offers tailored financial advice to individuals, families, businesses, and

    Fee Structure

    Percentage of assets under management Yes
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Not reported

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    Frequently Asked Questions

    What is Janney Montgomery Scott LLC's AUM?

    Janney Montgomery Scott LLC reports approximately $110.1B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Janney Montgomery Scott LLC headquartered?

    Janney Montgomery Scott LLC is headquartered in Philadelphia, Pennsylvania.

    What is Janney Montgomery Scott LLC's CRD number?

    Janney Montgomery Scott LLC's CRD number is 463. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Janney Montgomery Scott LLC manage?

    Janney Montgomery Scott LLC manages approximately 243,808 client accounts according to its latest SEC filing.

    Is Janney Montgomery Scott LLC SEC registered?

    Yes, Janney Montgomery Scott LLC is registered with the SEC as an investment adviser with an approved registration status.

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