Forbes Recognizes 70+ Janney Teams as Best-in-State Wealth Management Teams

PHILADELPHIA – Janney Montgomery Scott LLC, a leading full-service wealth management and investment banking firm, is pleased to announce that more than 70 Janney teams have been recognized as Best-in-State Wealth Management Teams by Forbes.

“Congratulations to the record number of Janney teams receiving this prestigious recognition,” said Kevin Reed, President of Janney’s Private Client Group. “This honor reflects their dedication to delivering personalized wealth management advice and exceptional client service. It also underscores how Janney’s combination of resources, personalized support, and a collaborative culture empowers advisors to elevate their practices and achieve success. We’re proud to support them."

The Janney teams recognized include:

• AMP Wealth Management Group; Miami.

• Battery Park Financial Partners; New York.

• Begnaud Wealth Management Group; Mount Laurel, New Jersey.

• Capital Wealth Advisors; West Hartford, Connecticut.

• CapitalCoast Wealth Advisors; Naples, Florida and Washington, D.C.

• Carolina Wealth Advisors; Charlotte, North Carolina.

• Chesapeake Wealth Advisors; Greenville and Lewes, Delaware.

• Chornyak & Associates; Columbus, Ohio.

• City Shore Wealth Advisory Group; Philadelphia.

• Colony Wealth Advisors; Garden City and Hauppauge, New York.

• CSG Capital Partners; Washington, D.C.

• Evans/Linden Wealth Management Group; Marlton, New Jersey.

• Fayette Legacy Partners; Uniontown, Pennsylvania.

• Flaherty Cummings Day Wealth Management Group; Providence, Rhode Island.

• Frank A. Weckenman & Sons; Yardley, Pennsylvania.

• Fried Mouro Wealth Management; Cary, North Carolina.

• GFM Advisory Group; West Chester, Pennsylvania.

• Ghingher Snouffer Wealth Management; Towson, Maryland.

• Glastonbury Wealth Management; Glastonbury, Mystic, and West Hartford, Connecticut.

• Goles Troiano Wealth Advisory Group; Bel Air, Maryland.

• Haupt Wealth Management; Allentown, Pennsylvania.

• HD Wealth Partners; Cincinnati.

• Heger and Bradanini Wealth Advisory Group; Glastonbury, Connecticut.

• Hoey Hecht Wealth Management; Mount Laurel, New Jersey.

• Donna Judge & Scott Trevethan; Glastonbury and Westbrook, Connecticut.

• Kerr Wealth Advisors; Blue Bell, Pennsylvania.

• Lagana Wealth Advisory Group; Hazleton Township, Pennsylvania. 

• Lancaster Wealth Group; Lancaster, Pennsylvania.

• Legacy Wealth Advisors; Boca Raton, Florida.

• Livengood Strategic Wealth Advisors; Raleigh, North Carolina.

• Lombard Wealth Advisory Group; Media, Pennsylvania.

• Marshall Family Wealth Management; Lancaster, Pennsylvania.

• MCH Wealth Management; Lewes, Delaware. 

• MD Wealth Management Group; Franklin, Tennessee.

• MDM Wealth Management; Cincinnati.

• Meredith Lindung Wealth Management; Towson, Maryland.

• Nehrbas Wealth Management; Bryn Mawr, Pennsylvania. 

• Noble Wealth Advisors; New Haven, Connecticut.

• Oak Creek Wealth Advisors; Raleigh, North Carolina.

• Ozazewski/Decker/Plunkett Wealth Management Group; Bel Air, Maryland.

• Peninsula Wealth Advisory Group; Greenville, Delaware.

• Pollard Bryan & Carl Wealth Management Group; Albany and Saratoga Springs, New York.

• QL Wealth Advisors; Lutherville, Maryland.

• Rachlin and Rachlin Financial Advisors; Toms River, New Jersey.

• RCR Wealth Advisors; Towson, Maryland.

• RLR Wealth Management; Greensboro, North Carolina.

• Sargent Wealth Management; Yardley, Pennsylvania, Mt. Laurel, New Jersey, and Raleigh, North Carolina.

• Scheinker Legacy Wealth Advisors; Baltimore.

• Smith Wealth Advisory Group; York, Pennsylvania.

• Starr/Barth Wealth Management; Sewickley, Pennsylvania. 

• Stedmark Partners; Philadelphia.

• Stirling Wealth Management; Sewickley, Pennsylvania.

• Strange Wealth Advisory Group; Richmond, Virginia.

• The Bishop Wealth Management Group; Pittsburgh.

• The Buikema, Oursler, Morse Financial Team; Battle Creek, Michigan.

• The Butera Jordan Bender Hendricks Group; Wilkes-Barre, Pennsylvania.

• The Croonquist Group; Hackensack, New Jersey. 

• The Footer Financial Group; Blue Bell, Pennsylvania. 

• The Honan Group; Portland, Maine.

• The Hunt/Vilsack Wealth Management Group; Canonsburg, Pennsylvania. 

• The Lindbloom Group; Richmond, Virginia.

• The McNamara Investment Group; Canonsburg, Pennsylvania.

• The Sampson Wealth Advisory Group; Aiken, South Carolina.

• The Schwemlein Wealth Management Group; Chillicothe, Ohio.

• The Simmons Point Group; Garden City and Riverhead, New York.

• The Tango Group; Bedminster, New Jersey.

• The Velnoskey Wealth Management Group; Westminster, Maryland.

• Tower Circle Partners; Franklin, Tennessee.

• Towson Partners Wealth Management; Towson, Maryland.

• Vestra Financial Partners; Bethlehem and Yardley, Pennsylvania, St. Petersburg, Florida. 

• Virginia Wealth Advisors; Harrisonburg, Virginia.

• Wiland-Foley Advisory Group; Aiken, South Carolina.

• Willett, Phelan, Myers & Rodts Wealth Management Group; Atlanta and Duluth, Georgia.

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 3/31/24

Source: Forbes.com (January, 2025).  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.