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- Custodian
- --
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 03-21-1963
- Office Locations
- 142
Office Locations
About Janney Montgomery Scott LLC
Janney Montgomery Scott is a wealth management firm tracing its roots to 1832, with 136 offices across 25 states. It equips financial advisors to deliver tailored financial planning and investment recommendations, supported by market commentary and a virtual investor education series covering topics like tax planning, Medicare, cybersecurity, and market updates. Investment solutions include ETF- and mutual-fund portfolios, fixed income, and alternatives.
Reported data analysis
What the numbers show
Between November 18, 2025 and June 30, 2026, reported AUM increased 9.2%, from $100.8B to $110.1B.
Across 5 reported observations, AUM increased 35.4% between March 31, 2022 and June 30, 2026, from $81.3B to $110.1B.
Of the latest reported AUM, 69.2% is discretionary and 30.8% is non-discretionary.
The firm reports 1,614 advisory representatives and 244,839 clients, or 151.7 clients per representative. That equates to $449.7K in reported AUM per client.
The profile lists 142 reported office locations and 63 years in operation. The source data was last updated on June 30, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Janney Montgomery Scott LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
DANEEN ELIZABETH DOWNEY
Deputy General Counsel
- CRD
- --
- Ownership
- Less than 5%
CHRISTOPHER FUSCO
Vice President
- CRD
- #5858082
- Ownership
- Less than 5%
Showing 2 of 10 owners & executives
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NATHAN ABBE
Associate
- CRD
- #7534568
Michael George Abdalla III
Financial Advisor
- CRD
- #7706557
Showing 2 of 1571 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $76,213,694,173 | $405,433 |
| Non-Discretionary | $33,899,995,903 | $607,233 |
| Total | $110,113,690,076 | $451,641 |
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Separately Managed Accounts
SMA allocation detail is available
Janney Montgomery Scott LLC has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Janney Montgomery Scott LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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