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JANNEY MONTGOMERY SCOTT LLC
CRD 463File 801-7258
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Jun 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$110.11B
Top 10% of cohort (national)
Discretionary AUM
$76.21B
Non-discretionary $33.90B
Clients
243,808
243,808 accounts
Employees
2,404
Top 10% of cohort in PA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Mar 8, 1971
- Principal office
- 1717 ARCH STREET, PHILADELPHIA, PA, 19103
- Phone
- 215-665-6000
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $110.11B
- Discretionary AUM
- $76.21B
- Non-discretionary AUM
- $33.90B
- Discretionary accounts
- 187,981
- Non-discretionary accounts
- 55,827
- Total accounts
- 243,808
- AUM per client
- $452K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 1,425 | $2.70B |
| Non-U.S. persons | Fewer than 5 | $0 |
| Insurance companies | Fewer than 5 | $0 |
| Charitable organizations | 1,810 | $2.13B |
| Other investment advisers | Fewer than 5 | $0 |
| High net worth individuals | 100,743 | $76.46B |
| Banking or thrift institutions | Fewer than 5 | $0 |
| Pension and profit sharing plans | 664 | $7.04B |
| State or municipal government entities | 145 | $717.3M |
| Individuals (other than high net worth individuals) | 139,021 | $21.06B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Commissions
- Other (described) — FEE PLUS COMMISSION
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- Yes
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11C2
- Q11C4
- Q11C5
- Q11D2
- Q11D4
- Q11D5
- Q11E2
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.