Janney Montgomery Scott LLC

About Janney Montgomery Scott LLC

<p>From its headquarters in Philadelphia, Janney Montgomery Scott LLC works with retirement plan sponsors across the Philadelphia metro and beyond through its 3(21) fiduciary advisory services.</p> <p>Founded in 1937, the firm has 2,300 employees and reports $171.1B in assets under management (2026). Janney’s retirement plan work focuses on helping sponsors set an investment policy, review plan lineups, and document fiduciary processes while keeping the sponsor in control of final investment decisions.</p> <p>As a broader financial services firm, Janney also supports individual and business owners with wealth management topics such as retirement planning, education funding, estate planning, and business planning. On the institutional side, the firm offers capital markets services that include investment banking and equity research.</p> <p>One differentiator is the ability to pair a 3(21) advisory role with access to in-house capital markets and research resources under the same organization. Learn more about other <a href="/plan-advisors">plan advisors</a> and <a href="/retirement-plans">retirement plan providers</a>.</p> <ul> <li>3(21) investment fiduciary services for employer-sponsored retirement plans</li> <li>Investment policy and investment lineup reviews</li> <li>Wealth planning: retirement, education funding, estate and business planning</li> <li>Capital markets support, including investment banking and equity research</li> </ul>

Website: https://www.janney.com/

Founded: 1937

Employees: 2300