Fee-OnlyFinder

Manning & Napier Advisors, LLC

Financial planning in Fairport, NY

SEC registeredNo commissions reported

Call (585) 325-6880Send a messageMap ↗

Public-record details

Address
290 Woodcliff Drive, Fairport, NY 14450
Phone
(585) 325-6880
Listed under
Financial planning, % of assets managed, Retirement plan consulting
CRD number
105992
Registration
SEC registered since 1975-06-04
Compensation (Form ADV 5.E)
Percentage of assets under management; Other (Mna May Negotiate the Fee for Customized Portfolios and Services)
Commissions
None reported (Form ADV Item 5.E)
Services (Form ADV 5.G)
Financial planning; Portfolio management for individuals/small businesses; Pension consulting; Selection of other advisers; Educational seminars/workshops
Regulatory assets under management
$17.0 billion
Accounts managed
6,965
Clients reported (Form ADV 5.D)
3,474
Individual / high-net-worth clients
1,475 / 1,549
Employees
195
Other business activities (Form ADV 6.A)
None reported
Disclosures reported on Form ADV
None reported
Latest Form ADV filing
2026-06-23

SEC registered investment adviser, CRD 105992, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

Other advisers in Fairport

All 8 in Fairport →