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.
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.
Latest 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%)
* 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.