Manning & Napier Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Fairport, NY. Its latest Form ADV filing, dated March 27, 2026, reports $17.0B in regulatory assets under management, 195 employees, 3 offices, and 6,965 accounts.
Top client segmentHNWI represent 44.6% of total clients.
Top client categories% of clientsClients
1
HNWI
44.6%
1,549
2
Individuals
42.5%
1,475
3
Charitable
4.3%
148
4
Pension Plans
3.8%
131
5
Corporations
3.1%
109
Additional categories (<0.1%)
Investment Cos.<5 clients
Insurance Cos.<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$17.0Bas of March 27, 2026
Discretionary97.7%
$16.6B
98% of total RAUM97.7%
Non-discretionary2.3%
$396M
2% of total RAUM2.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$17.0B
Total Accounts6,965
10Y AUM Change$-13.1B (-43.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees195
Clients per Employee18:1
10Y Employee Change-175 (-47.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.