At a glance
- Janney, based in Philadelphia, reported $110 billion in regulatory assets under management in its June 30 Form ADV filing.
- For advisors weighing a similar platform move, the undisclosed transition terms are the open due-diligence question.
- Janney's next Form ADV filing would be the first to include the addition.
The Edward Fitzpatrick Group, led by managing director Jim Edwards, left Raymond James for Janney Montgomery Scott with $3.5 billion in client assets, WealthManagement.com first reported.
Janney, based in Philadelphia, reported $110 billion in regulatory assets under management in its June 30 Form ADV filing. The Houston book equals about 3% of that total, but the filing predates the move, so the incoming assets are not included.
For advisors weighing a similar platform move, the undisclosed transition terms are the open due-diligence question. The five-person team averages $700 million per advisor.
Janney's next Form ADV filing would be the first to include the addition.
Reported by the Moves desk from WealthManagement.com and SEC Form ADV via IAPD (Janney Montgomery Scott, CRD 463, filing of 2026-06-30). Published . Corrections