Press Release

Oct 10, 2018

Janney Named a Top 40 Wealth Management Firm by Barron’s


PHILADELPHIA, PA – October 10, 2018 – Janney Montgomery Scott LLC (“Janney”), a leading full-service wealth management, financial services, and investment banking firm headquartered in Philadelphia, PA, announced that the firm has been named to Barron’s 2018 list of Top 40 Wealth Management Firms. Janney increased its ranking from #34 in 2017 to #33 in 2018.

“We are honored to be ranked by Barron’s as one of the top wealth management firms in the country again this year,” said Jerry Lombard, President of Janney’s Private Client Group. “Our consistent ranking on this prestigious list is a testament to our continued growth and ability to build and maintain lasting relationships with our clients, particularly high-net-worth individuals, families and business owners. We are proud of this growth and attribute it to our investments in cultivating top talent and delivering superior advice and service to our clients.”

Janney consistently earned recognition on this prestigious list since 2011. The 2018 ranking, published in the latest edition of Barron’s quarterly PENTA publication to high net-worth investors, ranks Janney as one of America’s largest wealth management firms by assets under advisement in accounts of $5 million or more. Together, the Top 40 Wealth Management Firms manage nearly $8 trillion in assets for high net worth clients. Janney managed $21.6 billion in its private wealth accounts of $5 million or more in 2018, up from $19 billion in June of 2017.

For the full article and list of Barron’s Top 40 Wealth Management Firms, visit: Barron’s PENTA website.

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 (FINRA), and Securities Investor Protection Corporation (SIPC). Additional company information is available at www.janney.com.

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