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Wednesday, October 28, 2026 · Today’s edition, 6:30 a.m. ETWed, Oct 28 · 6:30 a.m. editionSign inMy Desk 0EditionsSign in
Private Wealth Daily
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Janney Montgomery Scott

PHILADELPHIA, PA
CRD: 463
In network coverage since August 18, 2026 · 9 stories
$110BRegulatory AUMSEC Form ADV · Oct 24
2,404EmployeesForm ADV
+2Talent net · 12 months2 in · 0 out
Regulatory AUM · Aug 22 – Oct 24
Observed recruiting events · 12 monthsOn the wire →
Net +2 · 2 incoming events · 0 outgoing events
Arrivals
The Edwards Fitzpatrick Group
Oct 16 · from Raymond James & Associates
The Edward Fitzpatrick Group
Oct 16 · from Raymond James
Departures
None tracked.
Network coverage
Moves

Janney adds $3.5B Houston team from Raymond James

The team's assets equal about 3% of the $110 billion Janney reported in regulatory assets before the move.
Moves · Oct 23Janney, Osaic, Rockefeller listed as adding teams worth $7B combined
The Close · Oct 17Wells Fargo adds $900 million in three recruiting moves
Features · Oct 17$3.3B Raymond James team joins Janney in Houston
Moves · Oct 16Janney opens Houston office with $3.5B Raymond James team
Moves · Oct 16Janney opens Houston office with four advisors from Raymond James
Practice management · Sep 10An outage at Wells is a protocol test for every practice on shared plumbing
Practice management · Sep 9Wells Fargo's outage is a vendor dependency audit
Moves · Aug 18Two veteran Wells Fargo teams take $580M to Ameriprise and Janney
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