We're proud of the 27 Financial Advisors who earned this prestigious award.

PHILADELPHIA – Janney Montgomery Scott LLC, a leading full-service wealth management, capital markets, and asset management firm, is pleased to announce that 27 of its Financial Advisors were named to the Forbes 2021 Best-In-State Wealth Advisors list.

“Congratulations to the record number of Janney Financial Advisors who earned this prestigious recognition. These advisors deliver exceptional client service and exemplify our commitment to offer the highest standard of success in financial relationships,” said Jerry Lombard, President, Private Client Group.

The Financial Advisors recognized include:

 The Forbes Best-In-State Wealth Advisors rankings spotlights more than 5,000 advisors who manage more than $6 trillion in client assets. Developed by SHOOK Research, the award is based on an algorithm of qualitative criterion, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Advisors that are considered have a minimum of seven years' experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass the highest standards of best practices. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.

View the full list of this year’s Best-In-State Wealth Advisors.

About Janney Montgomery Scott LLC

Janney provides advice to individual, corporate, and institutional clients. Our expertise includes guidance about asset management, corporate and public finance, equity and fixed income investing, equity research, institutional equity and fixed income sales and trading, investment strategy, financial planning, mergers and acquisitions, public and private capital raising, portfolio management, retirement and income planning, and wealth management. Janney is an independently-operated subsidiary of The Penn Mutual Life Insurance Company and is a member of the Financial Industry Regulatory Authority, New York Stock Exchange, and Securities Investor Protection Corporation. Additional company information is available at www.janney.com.

 

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Bradd DelMuto

Manager, Corporate Communications

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For more information about Janney, please see Janney’s Relationship Summary (Form CRS) on www.janney.com/crs which details all material facts about the scope and terms of our relationship with you and any potential conflicts of interest.

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