Forbes Recognizes 60 Janney Teams as Best-in-State Wealth Management Teams

PHILADELPHIA – Janney Montgomery Scott LLC, a leading full-service wealth management, capital markets, and asset management firm, is pleased to announce that 60 Janney teams have been recognized as Best-in-State Wealth Management Teams by Forbes.   

“We’re proud to have a record number of teams earn this prestigious recognition from Forbes. It’s a testament to their dedication to providing clients with comprehensive wealth management advice and stellar client service. Congratulations to these outstanding teams on this well-deserved accolade,” said Kevin Reed, President of the Firm’s Private Client Group.

The Janney teams recognized include:

View the full list of Forbes’ Best-in-State Wealth Management Teams. 

Forbes Best-in-State Wealth Management Teams

Data provided by SHOOK® Research, LLC. Data as of 3/31/23

Source: Forbes.com (January, 2024).  Forbes Best-in-State Wealth Management Teams ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each team’s best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and team, and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results.  Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.