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 an SEC‑registered investment adviser organized as an LLC and active since 1975. It operates as a capital allocator for both individual/family and institutional clients, using a mix of percentage‑of‑AUM and other fee arrangements. The firm provides a broad set of advisory services including financial planning, portfolio management across individual, pooled and institutional vehicles, selection of other advisers, pension consulting support, and client education through publications and seminars. Manning & Napier is also involved in commodity pool/CTA activity and participates as a sponsor or managing member of pooled investment vehicles. The firm identifies as an active ESG investor.