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Firm profile

Janney Montgomery Scott LLC

PHILADELPHIA, PACRD 463Latest ADV March 31, 2026

Janney Montgomery Scott LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Philadelphia, PA. Its latest Form ADV filing, dated March 31, 2026, reports $110.1B in regulatory assets under management, 2,404 employees, 138 offices, and 243,808 accounts.

Assets Under Management
$110.1B
Employees
2,404
Offices
138 offices
Total Clients
243,808
Primary office
PHILADELPHIA, PA
1717 ARCH STREET, PHILADELPHIA, PA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

5 roles identified
CEOAnthony Matthew Miller
CCOCaroline Kathryne Hall
CCOJessica Ellen Lempa

Advisory services offered

6 types reported
Educational seminars/workshops
Financial Planning Services
Pension consulting services

Fee models offered

4 types reported
Asset based fees
Commissions
Fixed fees
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 57.0% of total clients.
Top client categories% of clientsClients
1
Individuals
57.0%
139,021
2
HNWI
41.3%
100,743
3
Charitable
0.7%
1,810
4
Corporations
0.6%
1,425
5
Pension Plans
0.3%
664
Categories with <5 clients
Banking or thrift institutions<5 clients
Insurance companies<5 clients
Other categories<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$110.1Bas of March 31, 2026
Discretionary69.2%
$76.2B
69% of total RAUM69.2%
Non-discretionary30.8%
$33.9B
31% of total RAUM30.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$110.1B
Total Accounts243,808
10Y AUM Change+$82.8B (+303.3%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees2,404
Clients per Employee101:1
10Y Employee Change+578 (+31.7%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.