Forbes Recognizes 47 Janney Financial Advisors as Best-in-State Wealth Advisors

April 3, 2024

Record number of Janney Financial Advisors named to the list.

PHILADELPHIA – Janney Montgomery Scott LLC, a leading full-service wealth management, capital markets, and asset management firm, is pleased to announce 47 Financial Advisors were named Best-in-State Wealth Advisors by Forbes. Additionally, Forbes also named Financial Advisor Charles Noble a Top 250 Wealth Advisor. 

“The record number of Janney Financial advisors on this prestigious list is a testament to the positive impact our advisors have on the lives of their clients. We are proud to support and empower these talented advisors and celebrate their commitment to delivering a hyper-personalized, best-in-class wealth management experience,” said Kevin Reed, President of the firm’s Private Client Group.

The Financial Advisors recognized include: 

View the full list of Forbes’ Top Wealth Advisors and Best-in-State Wealth Advisors.

2024 Forbes America's Best-in-State Wealth Advisors

Data provided by SHOOK® Research, LLC. Data as of 6/30/23.

Source: Forbes.com (April, 2024).  Forbes America’s Top Wealth Advisors and Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to measure best practices, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: 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 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.

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