SourcingSourcing

MANNING & NAPIER ADVISORS, LLC

C43
CRD 105992·SEC 801-10733·FAIRPORT, NY
AUM
$17.03B
$1B+
Est. Revenue
$170.3M
@ 1% on AUM
Est. EBITDA
$51.1M
@ 30% margin
Est. Deal Value
$408.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
MANNING & NAPIER ADVISORS, LLC
CRD
105992
SEC file #
801-10733
EIN
453240790
DBA names
—

Economics

AUM
$17.03B
AUM band
$1B+
AUM trajectory
'20'26
$19.93B → $17.03B▼ -15%
Client mix
Individuals High Net Worth1,549
Individuals Other1,475
Charitable Organizations148
Pension Profit Sharing Plans131
Corporations109

Operations

Employees (total)
195
Advisory staff (per ADV)
159
Advisory staff (5-yr trend)
'20'26
164 advisors → 159 advisors▼ -3%
Primary office
FAIRPORT NY
Branches
—

Custodian & Brokerage

Primary custodian
State Streetmedium confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — investment companiesPortfolio mgmt — pooled vehicles
Fee basis
% of AUMOther Compensation

Filings

Latest ADV filing
03/27/2026
ADV-W filed at
—
Website
youtube.com/user/manningandnapier

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MANNING & NAPIER GROUP, LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
7
Control Persons
MANNING & NAPIER GROUP, LLC
BATTAGLIA, PAUL, JOHN
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:manningnapier.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
63
Form 5500 Total Participants
822
Form 5500 Total Compensation
9,264,783
Form 5500 Compensation Trajectory 3y
20256,863,659
20262,401,124
20240
Form 5500 Plan Count Trajectory 3y
202535
202626
20242
Schedule C Total Compensation
9,264,783
Schedule C Service Provider Rows
63

SEC EDGAR

Edgar Cik
0000062039
Edgar Registered
Yes
Edgar Filing Count
430
Edgar First Filing Date
1996-02-02
Edgar Last Filing Date
2026-04-30
Edgar 13f Count
92
Edgar 13f Latest AUM Estimate
Filing Date2026-04-30
Accession0001999371-26-009545
Edgar Former Names
MANNING & NAPIER ADVISORS INC

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
47
Bc Firm Active IA Count
47
Bc Firm IAR Count
47
Custodian Candidates
Window
State Street2
Full
Charles Schwab6
E*trade4
State Street2
Edgar Addresses
Mailing
290 WOODCLIFF DRIVEFAIRPORT, NY 14450
Business
290 WOODCLIFF DRIVEFAIRPORT, NY 14450
Edgar EIN
453240790
Edgar Recent Filings
13F-HR2026-04-30 · 0001999371-26-009545
APP WD2026-03-31 · 0001999371-26-007322
Fee Schedule
Bracket I49
Bracket Ix16
Bracket Iii13
Bracket Xii6
Bracket Ii5
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
Yes

People (50)

50
HOLDEN, WILLIAM, GREGORY
IAR · Executive Officer · 2.5%
4733439
MCGREEVY, AARON, THOMAS
IAR · Executive Officer · 2.5%
5541148
KUSHNER, JESSICA, MICHELE
IAR · Executive Officer · 2.5%
5503211
BATTAGLIA, PAUL, JOHN
Executive Officer · 2.5%
6007994
Kingsley Brunner, Nicole
Executive Officer · 2.5%
7088652
Morabito, Scott, James
Executive Officer · 2.5%
6838712
MARGARET STRONG JEFFRIES
IAR
5929604
Wyatt Hulsey
IAR
7769952
MEAGHAN ROSE WRIGHT
IAR
6443292
CATHY PEREIRA
IAR
2758894
DAVID LEE IMMONEN
IAR
2651877
ROBERT JOHN CONRAD
IAR
2456146
ETHAN BENJAMIN MCKENNEY
IAR
4984809
Crysten Marie Parker
IAR
7669356
DONNA JEAN D'HONT
IAR
1396787
Annleah Rosemarie Jones
IAR
7113186
CRAIG STEPHEN ABBOTT
IAR
3063370
NOAH LANDES ORDWAY
IAR
5006708
ROBIN COCHRANE YACOVETTA
IAR
3027947
CHRISTOPHER JOSEPH LABOUNTY
IAR
5878042
DANA FARR VOSBURGH
IAR
3113001
Thomas Stedman
IAR
7456710
COREY LEE JACKSON
IAR
5484981
SAMANTHA MARIE LAREW
IAR
4928353
JEFFREY DANIEL MCCORMACK
IAR
4293757
CHRISTOPHER KYLE RYAN
IAR
3047526
DOUGLAS R HILFIKER
IAR
5628145
Mark Ricci
IAR
7696357
PAUL LOUIS STANZIONE
IAR
6153663
Joseph M. Kross
IAR
5599328
CHELSEA ANN SEIBEL
IAR
5964695
GERALD ROBERT GUGGER
IAR
5547640
FRANK EDWARD LESCZINSKI
IAR
4934093
Ryan Paul Hohensee
IAR
7234944
Caleb Humbert
IAR
6654633
REBECCA K. Galliford
IAR
5757790
Seth Albert Truesdell
IAR
7553832
AUSTIN PHILLIPS
IAR
6960562
Jack Knapton
IAR
7284886
Ryan Timothy Willis
IAR
7100711
Alexander Dalton Sterba
IAR
7117124
Steven C Futoran
IAR
2412617
Amelia Judith Gage
IAR
6848272
David Sutton
IAR
7465447
Timothy Alan O'Leary
IAR
2876173
Zachary Thomas Pipoly
IAR
7485759
IOANNIS KYRIAKOS PROFYLIENOS
IAR
5748613
SUSAN ALEXANDRA PILON
IAR
4382906
William Johnathan Dombrock
IAR
8092359
AARON ANTHONY PISANI
IAR
4336257