Janney Montgomery Scott
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Overview
Tagline Brand's website · 2026-11-06
Janney Montgomery Scott is a privately held wealth management firm providing personalized financial advice and planning through a network of financial advisors.
Description Brand's website · 2026-11-06
Janney provides individuals, families, businesses, and institutions with tailored financial advice, investment strategies, and comprehensive financial planning. The firm has roots tracing to 1832, approximately 130 offices in 21 states, more than 900 financial advisors, and approximately $200 billion in client assets under advisement.
Identity
Mission Brand's website · 2026-11-06
Empower lives through financial advice.
Founders & leadership Brand's website · 2026-11-06
Tony Miller is President and CEO. The executive leadership team also includes Michael Gannon, Margolit Hillsberg, Mike Hricko, Greg McShea, Kevin Reed, Brett Riggi, Frank van Etten, and John C. Yackel, among others.
Website Brand's website · 2026-11-06
https://janney.com
Voice & tone Brand's website · 2026-11-06
Client-first, trusted, approachable, collaborative, service-oriented, and focused on long-term relationships.
Founded Brand's website · 2026-11-06
Roots trace back to 1832.
Parent ownership Brand's website · 2026-11-06
Privately held firm.
Offerings
Problem solved Brand's website · 2026-11-06
Helps individuals, families, businesses, and institutions navigate investment decisions, comprehensive financial planning, wealth growth, retirement, business succession, wealth transfer, and increasing financial complexity.
Core capabilities Brand's website · 2026-11-06
- Personalized financial advice
- Comprehensive financial planning
- Investment strategy guidance
- Wealth management
- Retirement planning
- Business growth, liquidity, and succession planning
- Estate and multigenerational wealth transfer planning
- Financial education and market commentary
Products / SKUs Brand's website · 2026-11-06
- Tailored financial advice
- Comprehensive financial planning
- Wealth management solutions
- Investment strategies
- Retirement planning
- Education planning
- Business-owner financial planning
- Estate planning and wealth transfer planning
Audience
Target industry Brand's website · 2026-11-06
Financial services, specifically wealth management and financial advisory services.
Customer base Brand's website · 2026-11-06
Individuals, families, business owners, and institutions.
Ideal customer profile Brand's website · 2026-11-06
Individuals and families seeking personalized, long-term financial advice; business owners planning for growth, liquidity, or succession; multigenerational families planning to sustain and transfer wealth; and clients facing increasingly complex financial situations.
Use cases Brand's website · 2026-11-06
- Growing wealth during peak earning years
- Planning for retirement
- Managing business growth, liquidity, and succession
- Sustaining and transferring multigenerational wealth
- Organizing complex financial situations
- Developing investment strategies
- Planning for education expenses
- Connecting with a local or specialized financial advisor
Customer outcomes Brand's website · 2026-11-06
- Pursue financial goals through personalized guidance
- Make smarter financial decisions and create future opportunities
- Bring order, clarity, and confidence to complex finances
- Support financial needs across life stages and generations
- Guide businesses through growth, liquidity, and succession
- Sustain and transfer wealth through intentional planning
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Claim Janney Montgomery Scott — free →Page last updated 2026-11-06.