Manning & Napier Advisors, LLC
Financial planning in Fairport, NY
SEC registeredNo commissions reported
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
Read the official record
- SEC IAPD summary for CRD 105992 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
- FINRA BrokerCheck — look up the individual advisers at this firm.
- Firm website (as listed on Form ADV)
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.
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