Forbes Recognizes 36 Janney Financial Advisors as Best-in-State Wealth Advisors

April 4, 2023

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 36 Financial Advisors were named Best-in-State Wealth Advisors by Forbes. Additionally, Forbes also named Financial Advisor Charles Noble a Top 250 Wealth Advisor. 

“Congratulations to the record number of Janney Financial Advisors recognized by Forbes,” said Kevin Reed, President of the firm’s Private Client Group. “These advisors set the standard for their commitment to exceed client expectations and delivering comprehensive advice to meet financial goals. We’re proud to have them at Janney.” 

The Financial Advisors recognized include: 

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.

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

Media Contact

Bradd DelMuto

Director, Corporate Communications

Contact Bradd DelMuto

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