- Total no. of Employees: 2137
- No. of Employees performing investment advisory functions: 1179
JANNEY MONTGOMERY SCOTT LLC is a Philadelphia, Pennsylvania based Fee-only advisory firm with nearly $81,346,579,088 in assets under management and provides investment advisory services for 203125 clients. There are currently 2137 advisors at the firm.
SEC Current Status:
Approved
Firm CRD#:
463
SEC#:
801-7258
Assets Managed by Firm:
$81,346,579,088
Advisory Services Provided:
Financial Planning, Portfolio Management for Individuals, Portfolio Management for Business, Pension Consulting Services, Selection of Other Advisors, Educational seminars/workshops
No. of Clients | AUM | |
---|---|---|
Firm Total | 203125 | $81,346,579,088 |
Individuals (other than high net worth individuals) | 130080 | $18,930,442,520 |
High net worth individuals | 69690 | $49,405,238,741 |
Pension and profit sharing plans | 740 | $9,418,671,464 |
Charitable organizations | 1349 | $1,390,257,542 |
Corporations or other businesses | 1162 | $1,793,568,282 |
Compensation Methods:
Advisory Firm | Firm CRD# | SEC# | No. of Clients | No. of Advisors | AUM |
---|---|---|---|---|---|
VANGUARD ADVISERS, INC. 100 Vanguard Blvd, M39, Malvern, PA 19355 | 106715 | 801-49601 | 602258 | 1932 | $338,870,938,273 |
LINCOLN INVESTMENT 601 Office Center Drive, Suite 300, Fort Washington, PA 19034-3232 | 519 | 801-14059 | 188491 | 1314 | $17,732,411,365 |
PNC INVESTMENTS 300 Fifth Avenue, 26th Floor, Pittsburgh, PA 15222-2722 | 129052 | 801-66195 | 150141 | 1516 | $26,424,820,270 |
BRINKER CAPITAL INVESTMENTS, LLC. 1055 Westlakes Drive, Suite 250, Berwyn, PA 19312 | 107975 | 801-57265 | 83820 | 68 | $41,979,351,312 |
SEI INVESTMENTS MANAGEMENT CORP One Freedom Valley Drive, Oaks, PA 19456 | 105146 | 801-24593 | 70132 | 379 | $222,762,411,742 |
HEFREN-TILLOTSON, INC. 308 Seventh Ave, Pittsburgh, PA 15222 | 53 | 801-55083 | 30861 | 273 | $12,430,043,340 |