Janney Montgomery Scott LLC
Philadelphia, PA·SEC-registered · CRD #463
Janney Montgomery Scott LLC is an SEC-registered investment advisory firm in Philadelphia, PA managing $110B across 300k client accounts, with 1.6k advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$110B
Client accounts
300k
Advisory staff
1.6k
Fee model
Fee-based
How Janney Montgomery Scott LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Janney Montgomery Scott LLC
How much does Janney Montgomery Scott LLC manage?
Per its most recent SEC Form ADV filing (06/30/2026), Janney Montgomery Scott LLC reports $110B in regulatory assets under management across roughly 300k client accounts.
How does Janney Montgomery Scott LLC charge?
Janney Montgomery Scott LLC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Commissions, Performance-based. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Janney Montgomery Scott LLC a fiduciary?
Yes. Janney Montgomery Scott LLC is registered with the U.S. Securities and Exchange Commission (CRD #463), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Janney Montgomery Scott LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Janney Montgomery Scott LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Janney Montgomery Scott LLC's public SEC Form ADV filing (CRD #463, filed 06/30/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Janney Montgomery Scott LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Janney Montgomery Scott LLC? Claim this profile.