Investment adviser · CRD 463

JANNEY MONTGOMERY SCOTT LLC

Investment adviser filing (IA)

PHILADELPHIA, PA, United States · Form ADV filed Jun 30, 2026

Regulatory AUM: $110B
Client accounts: 243,808
Employees: 2,404
Advisory professionals: 1,614

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	100,743	$76,460,262,772	69.4%
Individuals	139,021	$21,060,208,234	19.1%
Retirement plans	664	$7,043,418,173	6.4%
Corporations & businesses	1,425	$2,698,109,160	2.5%
Charities	1,810	$2,134,400,387	1.9%
Government entities	145	$717,291,350	0.7%
Banks & thrifts	Fewer than 5	$0	0.0%
Other investment advisers	Fewer than 5	$0	0.0%
Insurance companies	Fewer than 5	$0	0.0%
Sovereign wealth & foreign institutions	Fewer than 5	$0	0.0%
Other clients	Fewer than 5	$0	0.0%

Filing source

Form ADV 2116625 · Jun 30, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Jun 30, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers · Educational seminars

Compensation

Percentage of assets · Fixed · Commissions

Principal office

1717 ARCH STREET
PHILADELPHIA, PA, 19103, United States

CRD 463

Filing source

Form ADV 2116625 · Jun 30, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.