$110.1B Total AUM
$76.2B Disc. AUM
-- 3Y CAGR
2,404 Employees
244,839 ADV. Clients
63 yrs Firm Age
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- Custodian
- --
- Clients
- Retail and Institutional
- Platforms
- Zenith optima
- Established Date
- 03-21-1963
- Office Locations
- 141
Office Locations
100 Motor Parkway Suite 590 Hauppauge NY
1001 Franklin Avenue Suite 202 Garden City NY
101 JFK Parkway Suite 503 Short Hills NJ
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.
Team overview
49 AVG AGE
$68.2M AVG AUM / ADVISOR
$449.7K AVG AUM / CLIENT
10.3 yrs AVG TENURE
2,404 Employees
1,614 Advisory Reps
1,284 RIA Reps
63yrs Firm Age
Insights
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Asset Classes
Peak atlas Foundation north Bridge frontier Alpha Capital Atlas bridge Ridge prime Vital quantum North Value timber Crest meridian
Custodian
North radial
Investment Themes
Eagle beacon Bridge Harbor Matrix Foundation meridian Capital Horizon
Investment Vehicles
Radial crest Alpha
Services
Value ember Delta timber Meridian Insight legacy Peak Zenith Capital Ember zenith
Technology
Focus capital
Owner & Executives
DANEEN ELIZABETH DOWNEY
Deputy General Counsel
- CRD
- --
- Ownership
- Less than 5%
(417) 509-1345
matrix.peak@crestcapital.com
in linkedin.com/in/pathway-bridge
C
CHRISTOPHER FUSCO
Vice President
- CRD
- #5858082
- Ownership
- Less than 5%
(282) 288-6445
radial.frontier@focuscapital.com
in linkedin.com/in/optima-quantum
P
Prime pioneer
Capital bridge
- CRD
- #67497
- Ownership
- 6.5%
(933) 988-1084
summit.quantum@bridgecapital.com
in linkedin.com/in/capital-alpha
Showing 2 of 10 owners & executives
Unlock allContacts
N
NATHAN ABBE
Associate
- CRD
- #7534568
(971) 453-9985
vertex.vector@beaconcapital.com
in linkedin.com/in/pioneer-north
M
Michael George Abdalla III
--
- CRD
- #7706557
(945) 664-2184
meridian.prime@glaciercapital.com
in linkedin.com/in/radial-crest
A
Alpha insight
Foundation insight vital
- CRD
- #84408
(970) 243-8026
horizon.delta@capitalcapital.com
in linkedin.com/in/momentum-peak
Showing 2 of 1553 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| 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
Total SMA Asset: $110,113,690,076
Equity - Exchange:
24.8% Public Funds:
20.1% Cash:
10.1% Municipal Bonds:
5.0% Corporate - Investment Grade:
9.1% Equity - OTC:
25.4% U.S. Government/Agency:
5.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,636,836,118 | 24.8% |
| Public Funds | $1,326,629,273 | 20.1% |
| Cash | $666,614,709 | 10.1% |
| Municipal Bonds | $330,007,282 | 5.0% |
| Corporate - Investment Grade | $600,613,253 | 9.1% |
| Equity - OTC | $1,676,436,992 | 25.4% |
| U.S. Government/Agency | $363,008,011 | 5.5% |
| Total | $6,600,145,638 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| HARBOR PIONEER | GLACIER DELTA | PTFB3SLVJ | NFUQ | 5.40% | $73,629,763 |
| BRIDGE FOCUS | TIMBER OPTIMA | CLCEI4GXO | PHOQT | 4.32% | $22,588,803 |
| VALUE VECTOR | WAVE RIDGE | WTHD35OU1 | RDW | 0.97% | $44,390,917 |
| MOMENTUM EAGLE NORTH | RADIAL BEACON | N3KUMNY9D | YHZOX | 8.82% | $39,485,752 |
| ELEMENT INSIGHT | OAK INSIGHT | Z40VVQR8G | STE | 6.25% | $15,851,095 |
| GLACIER VECTOR FOUNDATION | ATLAS GLACIER | WOEIJV31R | DMGH | 9.23% | $114,740,028 |
| CAPITAL CAPITAL | MATRIX FRONTIER | F6T14IZU1 | IFQ | 8.43% | $4,260,608 |
| GLACIER RADIAL RADIAL | CATALYST QUANTUM | 3RCRDHEHD | EMJWZ | 11.19% | $39,974,544 |