MANNING & NAPIER ADVISORS, llc

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Total assets under management

$18,406,580,736

Total clients

2,950

50% high-net worth

Total advisors

184

of 200 employees

Firm size

Enterprise

51-2,000 advisors or $10B+ in AUM

Average clients per advisor

Average account size

$6,239,519

Client services

Financial planning Portfolio management Pension consulting Newsletters or periodicals Educational seminars or workshops

Disclosures

Business activities & affiliations

Is active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Main office location

MANNING & NAPIER ADVISORS, llc

290 Woodcliff Drive

Fairport NY 14450, United States

Number of offices

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn X Instagram YouTube Website 585-325-6880

Advisors at this firm

Sharon T

Series 63, Series 65, Series 66

Naples, FL

MANNING & NAPIER ADVISORS, llc

Christopher L

Series 63, Series 65

Farmington, NY

MANNING & NAPIER ADVISORS, llc

Dana V

CFP®, Series 63

Rochester, NY

MANNING & NAPIER ADVISORS, llc

Mark R

Series 66

Wexford, PA

MANNING & NAPIER ADVISORS, llc

Christopher R

Series 63, Series 65, Series 66

Westerville, OH

MANNING & NAPIER ADVISORS, llc

Aaron M

Series 63, Series 65

Worthington, OH

MANNING & NAPIER ADVISORS, llc

Noah O

Series 63, Series 65

Indian Land, SC

MANNING & NAPIER ADVISORS, llc

William D

Series 66

Fairport, NY

MANNING & NAPIER ADVISORS, llc

Ethan M

CFP®, Series 63

Webster, NY

MANNING & NAPIER ADVISORS, llc

Wyatt H

Series 66

Rochester, NY

MANNING & NAPIER ADVISORS, llc

Aaron P

Series 63, Series 66

Palm Beach Gardens, FL

MANNING & NAPIER ADVISORS, llc

Samantha L

Series 63, Series 66

Rochester, NY

MANNING & NAPIER ADVISORS, llc

Ryan W

Series 63, Series 65

Columbus, OH

MANNING & NAPIER ADVISORS, llc

Zachary P

Series 66

Strongsville, OH

MANNING & NAPIER ADVISORS, llc

Timothy O

Series 63, Series 65

West Chester, PA

MANNING & NAPIER ADVISORS, llc

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