290 Woodcliff Drive
Fairport, New York 14450
Tel: 585-325-6880
MANNING & NAPIER ADVISORS, LLC, formally registered with the SEC as MANNING & NAPIER ADVISORS, LLC. The firm was established in 06/04/1975. They have over 4 offices throughout the country.
MANNING & NAPIER ADVISORS, LLC is a Fairport, New York based Financial Planning firm with nearly $18,487,109,261 assets under management, offering retirement planning & investment advisory services to 4447 clients. The firm is staffed with 223 experienced financial planners.
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 105992 |
| SEC# | 801-10733 |
| Assets Managed by Firm | $18,487,109,261 |
| No. of Clients | 4447 |
| No. of Advisors | 223 |
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 4447 | $18,487,109,261 |
| Individuals (other than high net worth individuals) | 1601 | $899,426,504 |
| High net worth individuals | 1504 | $4,841,471,678 |
| Pension and profit sharing plans | 190 | $3,364,288,717 |
| Charitable organizations | 126 | $1,479,720,316 |
| Other investment advisers | 2 | $6,811,082 |
| Corporations or other businesses | 147 | $1,133,612,452 |
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $2,549,092,782,514 | 92898 | 3167 | |
| $1,661,286,615,154 | 189311 | 1305 | |
| $1,288,497,806,439 | 2184 | 6407 | |
| $869,677,370,186 | 306 | 221 | |
| $535,031,832,553 | 25406 | 492 |
Explore More Retirement Advisors in Fairport, New York