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MANNING & NAPIER ADVISORS, LLC

FAIRPORT, NY · CRD 105992 · IAPD ↗ · 585-325-6880

$17.03BRegulatory AUM
159Advisory reps
195Employees
9Clients
More than 500Planning clients
0Private funds
53States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
June 2026 — MANNING & NAPIER ADVISORS, LLC added office(s): 3 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
April 2026 — MANNING & NAPIER ADVISORS, LLC shrank from 184 to 159 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
85
April 2025 — MANNING & NAPIER ADVISORS, LLC grew from 145 to 184 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
April 2024 — MANNING & NAPIER ADVISORS, LLC shrank from 150 to 145 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.