Manning & Napier Advisors, LLC

RIASEC RegisteredEst. 1975

Total AUM

$17B

Discretionary

$16.6B

98% of AUM

Avg account

$2.4M

Accounts

6,965

Employees

195

Advisory reps

Firm details

Headquarters: Fairport, New York
CRD number: 105992
Registered since: June 4, 1975
Website: www.manning-napier.com
Custodians: EXETER TRUST COMPANY, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Other
Client types: HNWI30.01%
Investment Companies25.02%
Pension & Profit Sharing Plans15.74%
Charitable Organizations8.8%
Corporations / Businesses5.93%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Manning & Napier Advisors, LLC is a long-established SEC-registered investment adviser (registered in 1975) that serves both individual/family and institutional clients. Organized as an LLC, the firm operates as a capital allocator and offers a broad set of advisory services including financial planning, portfolio management across individual, pooled and institutional mandates, pension consulting, selection of other advisers, and investor education such as newsletters and seminars. The firm also engages in business activities consistent with being a commodity pool operator/CTA and is affiliated with broker-dealers, trust companies, real estate brokers, and pooled-vehicle sponsorship/management. Manning & Napier reports being an active ESG investor and charges fees on a percentage-of-AUM basis alongside other fee arrangements.