Janney Montgomery Scott LLC

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Assets, Funds, Holdings

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Janney Montgomery Scott LLC
CRD #463
SEC #801-7258
CIK #0000132994, 0001329948, 0000200401
AUM $110.1 B (2026-06-30)
Employees 2,404 (67% Investors, 63% Brokers)
Phone215-665-6000
Address1717 Arch Street
Philadelphia, PA 19103
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook]
Total AUM ($B)
1209672482401999200820172027
Sector Form 13F Holdings Value ($B)
Oshkosh Corp 0.0
Gallagher Arthur J & Co 0.0
Allegheny Technologies Inc 0.0
Coach Inc 0.0
Old Republic International Corp 0.0
Generac Holdings Inc 0.0
Hawaiian Electric Industries Inc 0.0
Guggenheim Strategic Opportunities Fund 0.0
Emcor Group Inc 0.0
Nuveen S&P 500 Dynamic Overwrite Fund 0.0
View All
Holdings by Sector ($B)
120096072048024002011201620212027
AUM Breakdown Accounts AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals) 139,021 21.1
(b) Individuals (high net worth individuals) 100,743 76.5
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 664 7.0
(h) Charitable organizations 1,810 2.1
(i) State or municipal government entities 145 0.7
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 1,425 2.7
(n) Other 0 0.0
Total 243,808 110.1
By Discretionary
Discretionary 187,981 76.2
Non-Discretionary 55,827 33.9
Total 243,808 110.1
By Non-United States Persons
Non-United States Persons 0.4
United States Persons 109.7
Total 243,808 110.1
Limited Partners2011 - 2026
Fresno County Employee Retirement Association
Hawaii Employee Retirement System
Minnesota State Board of Investment
New York City Board of Education Retirement System
New York City Employees' Retirement System
New York State and Local Retirement System
Pennsylvania State Employees' Retirement System
South Carolina Public Employees Benefit Authority
EDGAR Form CIK 2011 - 2026
13F-HR [0001329948]
SC 13G [0001329948]
Form 13D/13G Filer Form 13D/13G Subject Filed
Janney Montgomery Scott LLC CB Financial Services Inc [2024-01-04]
Janney Montgomery Scott LLC Amplify ETF Trust [2023-08-04]
Janney Montgomery Scott LLC JP Morgan Exchange-Traded Fund Trust [2022-11-09]
Janney Montgomery Scott LLC Capital Group Dividend Value ETF [2022-05-05]
Janney Montgomery Scott LLC Capital Group Global Growth Equity ETF [2022-05-05]
Janney Montgomery Scott LLC Capital Group Dividend Value ETF [2022-04-08]
Janney Montgomery Scott LLC Capital Group Core Equity ETF [2022-04-08]
Janney Montgomery Scott LLC Capital Group International Focus Equity ETF [2022-04-08]
Janney Montgomery Scott LLC Capital Group Global Growth Equity ETF [2022-04-08]
Janney Montgomery Scott LLC BNY Mellon Alcentra Global Credit Income 2024 Target Term Fund Inc [2022-01-05]
View All
Comparable Firms State AUM ($B)
Cambridge Investment Research Advisors Inc
IA 138.7
Rathbones Investment Management Limited
135.1
Wealth Enhancement Advisory Services LLC
MN 122.2
MML Investors Services LLC
MA 115.6
Record Currency Management Limited
114.2
Fiducient Advisors LLC
IL 97.5
Mercer Global Advisors Inc
CO 84.4
Truist Advisory Services Inc
GA 77.4
Invesco Asset Management Japan Limited
76.1
Goldman Sachs Asset Management Co Ltd
71.8
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