Manning & Napier Advisors, LLC

Manning & Napier Advisors, LLC (CRD# 105992) is a financial advisory firm headquartered in Fairport, NY. They manage $35,389,935,220 in 7,226 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    35,390
    MILLION
  • Total Number of Accounts
    7,226
    ACCOUNTS
  • Average Account Value
    $4,897,583
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Financial Advisors at Manning & Napier Advisors, LLC
Showing 1 - 10 of 70 top financial advisors.
1
Laura E. Dealy
CRD#: 2292722
Springville, NY
96
Wealthminder
score

Laura Dealy (CRD# 2292722) is an Investment Advisor Representative working at Manning & Napier Advisors, LLC in Springville, NY and has over 23 years of experience in the finance industry.

2
David L. Immonen
CRD#: 2651877
7500 Brooktree Road, Suite 102, Wexford, PA 15090
96
Wealthminder
score

David Immonen (CRD# 2651877) is an Investment Advisor Representative working at Manning & Napier Advisors, LLC in Wexford, PA and has over 21 years of experience in the finance industry.

3
Corey L. Jackson
CRD#: 5484981
290 Woodcliff Drive, Fairport, NY 14450
96
Wealthminder
score

Corey Jackson (CRD# 5484981) is an Investment Advisor Representative working at Manning & Napier Advisors, LLC in Fairport, NY and has over 8 years of experience in the finance industry. Corey Jackson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Michael S. Marsh
CRD#: 3030828
290 Woodcliff Drive, Fairport, NY 14450
96
Wealthminder
score

Michael Marsh (CRD# 3030828) is an Investment Advisor Representative working at Manning & Napier Advisors, LLC in Fairport, NY and has over 18 years of experience in the finance industry.

5
Christopher C. Porpiglia
CRD#: 5613761
290 Woodcliff Drive, Fairport, NY 14450
96
Wealthminder
score

Christopher Porpiglia (CRD# 5613761) is an Investment Advisor Representative working at Manning & Napier Advisors, LLC in Fairport, NY and has over 6 years of experience in the finance industry. Christopher Porpiglia has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Craig S. Abbott
CRD#: 3063370
290 Woodcliff Drive, Fairport, NY 14450
93
Wealthminder
score

Craig Abbott (CRD# 3063370) is an Investment Advisor Representative working at Manning & Napier Advisors, LLC in Fairport, NY and has over 18 years of experience in the finance industry.

7
Thomas R. Anderson
CRD#: 2702277
West Chester, PA
93
Wealthminder
score

Thomas Anderson (CRD# 2702277) is an Investment Advisor Representative working at Manning & Napier Advisors, LLC in West Chester, PA and has over 20 years of experience in the finance industry.

8
Marc D. Bernstein
CRD#: 4821898
Clarence, NY
93
Wealthminder
score

Marc Bernstein (CRD# 4821898) is an Investment Advisor Representative working at Manning & Napier Advisors, LLC in Clarence, NY and has over 12 years of experience in the finance industry.

9
Jennifer A. Brockwell
CRD#: 2851771
Austin, TX
93
Wealthminder
score

Jennifer Brockwell (CRD# 2851771) is an Investment Advisor Representative working at Manning & Napier Advisors, LLC in Austin, TX and has over 14 years of experience in the finance industry.

10
Rory N. Camardello
CRD#: 5162138
290 Woodcliff Drive, Fairport, NY 14450
93
Wealthminder
score

Rory Camardello (CRD# 5162138) is an Investment Advisor Representative working at Manning & Napier Advisors, LLC in Fairport, NY and has over 7 years of experience in the finance industry.

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