DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Manning & Napier Advisors, LLC
Latest filing Jun 23, 2026
First filing on the tape Mar 30, 2012 · 58 filings
SEC status approved since Jun 4, 1975
RAUM
$17B
reported, Item 5.F
Discretionary
98%
of RAUM
Private clients
34%
$5.9B individuals and HNW
Advisors
42
registered through the firm on IAPD
RAUM per advisor
$405M
derived; firm RAUM over IAPD count
Employees
195
159 advisory (5.B.1)
Offices
4
beyond the principal office
Private funds
0
reported on Schedule D
History
58 filings and snapshots on the tape
RAUM$17B as of Jun 23, 2026
Mar 30, 2012$40B then
HNW client RAUM$5.1B as of Jun 23, 2026
Mar 25, 2018$4.8B then
State-registered IARs (5.B.3)50 as of Jun 23, 2026
Mar 28, 201370 then
Employees (5.A)195 as of Jun 23, 2026
Mar 28, 2013357 then
Private funds1 as of Mar 28, 2016
Mar 27, 20151 then
RAUM n/a over the last fiscal year-0.0% a year over three
Practice profile
derived from the filing of Jun 23, 2026; every figure names its basis
Archetypes, each a printed rule
- Broker-dealer affiliated · Item 7.A.1 (broker-dealer affiliate) and at least 50 registered representatives (Item 5.B.2), or the adviser is itself a broker-dealer (6.A.1)
- Dual wealth and asset manager · private-client share 20 to 60 percent and fund or institutional share at least 30 percent
- Retirement plan adviser · pension consulting activity (Item 5.G.6) and pension plans at least 25 percent of RAUM or at least 25 pension-plan clients
- RAUM per advisor
- $405MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 72derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $3.3MderivedHNW RAUM over HNW clients
- Average account
- $2.4MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 98%derivedof RAUM
- Institutional
- 26%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 4.6derivedItem 5.A over advisors
- Advisors per office
- 8.4derived5 offices incl. principal (1.F.5)
- RAUM growth, one year
- unknownderivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, otherreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, portfolio management for pooled vehicles, portfolio management for investment companies, pension consulting, selection of other advisers, publications, educational seminarsreportedItem 5.G
- Financial planning clients
- 800reportedItem 5.H
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- an independent public accountant performs a surprise examination (9.C.1)
- a related person acts as qualified custodian (9.D.2)
- marketing includes testimonials (5.L.1.c)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$5.1B31%
- Investment companies$4.3B26%
- Pension and profit-sharing plans$2.7B16%
- Charitable organizations$1.5B9.1%
- Corporations and businesses$1.0B6.1%
- Pooled investment vehicles$959M5.8%
- Individuals$757M4.6%
- State and municipal entities$208M1.3%
- Banks and thrifts$40.9M0.2%
- Insurance companies$4.3M0.0%
- Individual clients
- 1,475reported
- HNW clients
- 1,549reported
- Pension plan clients
- 131reported
- Charitable clients
- 148reported
- Accounts
- 6,965reported
- Financial planning clients
- 800reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=0.34 fund_share=0.31 institutional_share=0.26 related_bd=true related_bank=true bd_reps=80.0derived
Advisors registered through the firm
42 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Craig Stephen Abbott | Victor, Ny | May 3, 1999 | 28 y | 0 |
| David Lee ImmonenChartered Financial Analyst | Fairport, Ny | Oct 18, 2005 | 30 y | 1 |
| Christopher Kyle Ryan | Westerville, Oh | Sep 25, 2006 | 28 y | 1 |
| Aaron Thomas Mcgreevy | Worthington, Oh | Jun 9, 2008 | 22 y | 0 |
| William Gregory Holden | Fairport, Ny | Jul 20, 2009 | 20 y | 0 |
| Rebecca K. Galliford | West Henrietta, Ny | Jun 30, 2011 | 15 y | 0 |
| Ethan Benjamin MckenneyCertified Financial Planner | Webster, Ny | Jul 23, 2014 | 13 y | 0 |
| Caleb Humbert | Syracuse, Ny | Apr 13, 2021 | 10 y | 2 |
| Cathy PereiraCertified Financial Planner | Fairport, Ny | Jun 11, 2021 | 13 y | 0 |
| Dana Farr VosburghCertified Financial Planner | Rochester, Ny | Jul 27, 2021 | 13 y | 0 |
| Frank Edward Lesczinski | Fairport, Ny | Jul 29, 2021 | 21 y | 3 |
| Samantha Marie Larew | Rochester, Ny | Jul 29, 2021 | 21 y | 1 |
| Douglas R Hilfiker | Webster, Ny | Jul 31, 2021 | 17 y | 3 |
| Robin Cochrane YacovettaCertified Financial Planner | Mableton, Ga | Sep 21, 2021 | 18 y | 2 |
| Chelsea Ann SeibelCertified Financial Planner | Fairport, Ny | Sep 21, 2021 | 14 y | 3 |
| Noah Landes Ordway | Fairport, Ny | Mar 14, 2022 | 21 y | 2 |
| Susan Alexandra PilonCertified Financial Planner | Fairport, Ny | Apr 8, 2022 | 25 y | 7 |
| Annleah Rosemarie Jones Culberson | St. Petersburg, Fl | Mar 4, 2023 | 10 y | 0 |
| Amelia Judith Gage | Fairport, Ny | May 30, 2023 | 13 y | 2 |
| Ryan Timothy Willis | Fairport, Ny | Jun 27, 2023 | 11 y | 1 |
| Steven C Futoran | St. Augustine, Fl | Sep 18, 2023 | 32 y | 2 |
| Timothy Alan O'Leary | Fairport, Ny | Dec 5, 2023 | 28 y | 3 |
| Mark Ricci | Fairport, Ny | Dec 8, 2023 | 19 y | 0 |
| Crysten Marie Parker | Sw Marietta, Ga | Dec 11, 2023 | 14 y | 0 |
| Margaret Strong JeffriesCertified Financial Planner | Rochester, Ny | Jul 24, 2024 | 15 y | 0 |
| Thomas StedmanCertified Financial Planner | Fairport, Ny | Jul 24, 2024 | 11 y | 0 |
| Ryan Paul HohenseeCertified Financial Planner | Lebanon, Tn | Jul 25, 2024 | 10 y | 0 |
| Seth Albert Truesdell | Fairport, Ny | Jul 26, 2024 | 10 y | 0 |
| Alexander Dalton SterbaCertified Financial Planner | Rocky River, Oh | Aug 6, 2024 | 10 y | 1 |
| Zachary Thomas Pipoly | Fairport, Ny | Sep 10, 2024 | 10 y | 1 |
| Jeffrey Daniel MccormackChartered Financial Analyst | Webster, Ny | Oct 29, 2024 | 25 y | 0 |
| Melissa Alene Pinkerton | Belleair Bluffs, Fl | Jan 2, 2025 | 21 y | 2 |
| Jack KnaptonCertified Financial Planner | Fairport, Ny | Apr 15, 2025 | 11 y | 1 |
| Paul Louis StanzioneChartered Financial Analyst | Rochester, Ny | May 9, 2025 | 13 y | 0 |
| David Sutton | Naples, Fl | Jul 2, 2025 | 17 y | 3 |
| Ioannis Kyriakos Profylienos | Fairport, Ny | Jul 28, 2025 | 16 y | 6 |
| Meaghan Rose WrightCertified Financial Planner | Fairport, Ny | Aug 17, 2025 | 12 y | 0 |
| Joseph M. KrossCertified Financial Planner | Fairport, Ny | Aug 17, 2025 | 13 y | 2 |
| Gerald Robert GuggerChartered Financial Analyst | Fairport, Ny | Aug 17, 2025 | 11 y | 1 |
| Wyatt Hulsey | Fairport, Ny | Sep 2, 2025 | 14 y | 1 |
Advisor movement
8 left, 1 joined in 12 months
net -7 in 12 months1 left in 90 days1 joined in 90 daysdeparture rate 19% of current headcount17 left over 36 months
Left, latest
- Corey Lee Jackson to UBS Financial Services Inc.Sep 3, 2026 · RIA to wirehouse
- Christopher Joseph Labounty to Labounty Financial PlanningJun 11, 2026 · RIA to a state-registered adviser
- Aaron Anthony Pisani to William Blair & Company L.L.C.May 26, 2026 · RIA to affiliated broker-dealer or bank
- Ryan M Stiphany to Raymond James & Associates, Inc.May 14, 2026 · RIA to affiliated broker-dealer or bank
- Nicklaus J Catone to Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 13, 2026 · RIA to wirehouse
- Jeffrey John Ingraham to Ep Wealth AdvisorsMar 18, 2026 · RIA to RIA
- Brian Patrick Hughes to Huntington Financial AdvisorsNov 11, 2025 · RIA to affiliated broker-dealer or bank
- Coty Brawdy to Ffo Investments LLCSep 24, 2025 · RIA to RIA
- Thane Jordan Blosser to LPL Financial LLCMar 11, 2025 · RIA to affiliated broker-dealer or bank
- John Bryson Palmer to Hartford FundsFeb 6, 2025 · Other
- John Andrew Pilkington to Vanguard Advisers, Inc.Dec 31, 2024 · RIA to affiliated broker-dealer or bank
- Andrew Lansing Schuler to Sage, Rutty & Co., Inc.Dec 31, 2024 · RIA to RIA
- Andrew Otto Delmedico to Solid Point Wealth Advisors, LLCOct 3, 2024 · RIA to RIA
- Jordan Ried Eich to Howe And Rusling, Inc.Oct 3, 2024 · RIA to RIA
- Gregory Scott Woodard to Wilmington Trust Investment Advisors, Inc.Jan 26, 2024 · Other
Joined, latest
- Brittany A Buffington from Chicago Partners Investment Group LLCJun 25, 2026 · RIA to RIA
- Wyatt Hulsey from Northcoast Research Partners, LLCSep 2, 2025 · Other
- Joseph M. Kross from J.P. Morgan Securities LLCAug 17, 2025 · Wirehouse to independent RIA
- Ioannis Kyriakos Profylienos from Equitable Advisors, LLCJul 28, 2025 · Affiliated broker-dealer or bank to independent RIA
- David Sutton from Capital AnalystsJul 2, 2025 · Affiliated broker-dealer or bank to independent RIA
- Jack Knapton from Waldron Private WealthApr 15, 2025 · RIA to RIA
- Zachary Thomas Pipoly from Raymond James & Associates, Inc.Sep 10, 2024 · Affiliated broker-dealer or bank to independent RIA
- Alexander Dalton Sterba from Marcum Wealth, LLCAug 6, 2024 · RIA to RIA
- Timothy Alan O'Leary from Sei Investments Management CorpDec 5, 2023 · Other
- Steven C Futoran from Voya Investment Management Co. LLCSep 18, 2023 · Other
- Ryan Timothy Willis from Boyd Watterson Asset Management, LLCJun 27, 2023 · Other
- Amelia Judith Gage from LPL Financial LLCMay 30, 2023 · Affiliated broker-dealer or bank to independent RIA
- John Bryson Palmer from Securities America Advisors, Inc.May 8, 2023 · Affiliated broker-dealer or bank to independent RIA
- Thane Jordan Blosser from U.S. Bancorp Investments, Inc.Mar 21, 2023 · Affiliated broker-dealer or bank to independent RIA
- Coty Brawdy from United Capital Financial AdvisorsFeb 6, 2023 · Affiliated broker-dealer or bank to independent RIA
Private funds
1 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Mn Xenon Managed Futures Master Fund Ltd.no longer reported | Hedge Fund | $4.4M | 5 | Mar 26, 2012 |
Owners and control persons
Schedule A and B, latest filing
- John Paul Battaglia · Chief Financial Officer / Presidentcontrolsince 03/2018 · owns less than 5%
- Pickett Christopher Briley · Chief Technology Officercontrolsince 03/2019 · owns less than 5%
- Edward Marc Bushallow · Managing Director, Fixed Income; Executive Group Membercontrolsince 01/2024 · owns less than 5%
- Jones Stacey Green · Head Of Human Resourcescontrolsince 04/2021 · owns less than 5%
- Gregory William Holden · President, Wealth Managementcontrolsince 03/2026 · owns less than 5%
- Nicole Kingsley Brunner · Chief Growth Officer, Wealth Managementcontrolsince 07/2021 · owns less than 5%
- Orlans Marc Mayer · Ceocontrolsince 01/2019 · owns less than 5%
- Thomas Aaron Mcgreevy · President, Asset Managementcontrolsince 07/2021 · owns less than 5%
- James Scott Morabito · Chief Operating Officercontrolsince 04/2021 · owns less than 5%
- Fred Christopher Petrosino · Managing Director, Quantitative Strategies Groupcontrolsince 01/2012 · owns less than 5%
- Christine Sarah Turner · General Counsel / Corporate Secretarycontrolsince 05/2018 · owns less than 5%
- Michael Jay Welles · Head Of Core Equities & Managing Director, Technology Groupcontrolsince 01/2023 · owns less than 5%
- Stuart James Morrow · Ownercontrolsince 10/2022 · owns 75% or more of Callodine Group, LLC
- Suanne Kim Pegula · Ownercontrolsince 01/2018 · owns 50% to 75% of East Asset Management. LLC
- Michael Terrence Pegula · Ownercontrolsince 01/2018 · owns 50% to 75% of East Asset Management. LLC
- Michele Jessica Kushner · Chief Compliance Officersince 06/2015 · owns less than 5%
- Marie Samantha Larew · Chief Compliance Officersince 06/2026 · owns less than 5%
Entity owners
- Manning & Napier Group, LLC · Managing Memberdirect · owns 75% or more
- Callodine Aggregator, LLC · Ownerindirect · owns 75% or more of Callodine Mn Holdings, Inc.
- Callodine Group, LLC · Ownerindirect · owns 50% to 75% of Callodine Aggregator, LLC
- Callodine Midco, Inc. · Ownerindirect · owns 75% or more of Manning & Napier, Inc.
- Callodine Mn Holdings, Inc. · Ownerindirect · owns 75% or more of Callodine Midco, Inc.
- East Asset Management. LLC · Ownerindirect · owns 25% to 50% of Callodine Aggregator, LLC
- Manning & Napier, Inc. · Sole Managing Memberindirect · owns 75% or more of Manning & Napier Group, LLC
Related persons
Schedule D 7.A
- Callodine Capital Managementinvestment adviserbanknRAUM $2.0B
- Callodine Capital Partners, LLCpooled vehicle sponsorn
- Callodine Commercial Partners, LLCpooled vehicle sponsorn
- Callodine Credit Managementinvestment advisernRAUM $603M
- Callodine Strategic Credit Fund II Gp, LLCpooled vehicle sponsorn
- Exeter Trust Companycustodiann
- Manning & Napier Investor Services, Inc.broker-dealern
- Rainier Investment Management LLCinvestment advisernRAUM $581M
- Rand Capital Managementinvestment advisernRAUM $137M
- Thorofare Capital, Inc.investment companyn
- Thorofare Lending Fund IV Management, LLCpooled vehicle sponsorn
- Thorofare Lending Fund V Management, LLCpooled vehicle sponsorn
- Thorofare, LLCinvestment advisernRAUM $1.4B
Advisers that list Manning & Napier Advisors, LLC as a related person
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Fairport, Ny · principal | 42 | 3 | 1 | ||
| St Petersburg, Fl | 6 | 2 | 1 | ||
| Rochester, Ny | 5 | 0 | 1 | ||
| Webster, Ny | 3 | 0 | 0 | ||
| Dublin, Oh | 2 | 0 | 0 | ||
| Pittsburgh, Pa | 2 | 0 | 0 | ||
| Pittsford, Ny | 2 | 0 | 0 | ||
| Victor, Ny | 1 | 0 | 1 | ||
| Newark, Oh | 1 | 0 | 0 | ||
| Clifton Park, Ny | 0 | 0 | 1 | ||
| Palm Beach Gardens, Fl | 0 | 0 | 1 | ||
| Farmington, Ny | 0 | 0 | 1 | ||
| East Rochester, Ny | 0 | 0 | 1 | ||
| Seattle, Wa | 0 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
- St. Petersburg, FL4 employees
- Dublin, OH4 employees
- Seattle, WA
ADV anomalies
11 against comparable advisers; where to look, not conclusions
- control person changedChange between filings · filing Jun 23, 2026HOLDEN, WILLIAM, GREGORY (PRESIDENT, WEALTH MANAGEMENT) appeared on Schedule A between the filings of 2024-03-18 and 2026-06-23peers: independent wealth managers, $5B to $20B (289)
- control person changedChange between filings · filing Jun 23, 2026MAYER, MARC, ORLANS (CEO) left Schedule A between the filings of 2024-03-18 and 2026-06-23peers: independent wealth managers, $5B to $20B (289)
- control person changedChange between filings · filing Jun 23, 2026BUSHALLOW, MARC, EDWARD (MANAGING DIRECTOR, FIXED INCOME; EXECUTIVE GROUP MEMBER) left Schedule A between the filings of 2024-03-18 and 2026-06-23peers: independent wealth managers, $5B to $20B (289)
- control person changedChange between filings · filing Jun 23, 2026PETROSINO, CHRISTOPHER, FRED (MANAGING DIRECTOR, QUANTITATIVE STRATEGIES GROUP) left Schedule A between the filings of 2024-03-18 and 2026-06-23peers: independent wealth managers, $5B to $20B (289)
- control person changedChange between filings · filing Jun 23, 2026BRILEY, CHRISTOPHER, PICKETT (CHIEF TECHNOLOGY OFFICER) left Schedule A between the filings of 2024-03-18 and 2026-06-23peers: independent wealth managers, $5B to $20B (289)
- control person changedChange between filings · filing Jun 23, 2026PEGULA, TERRENCE, MICHAEL (OWNER) left Schedule A between the filings of 2024-03-18 and 2026-06-23peers: independent wealth managers, $5B to $20B (289)
- control person changedChange between filings · filing Jun 23, 2026PEGULA, KIM, SUANNE (OWNER) left Schedule A between the filings of 2024-03-18 and 2026-06-23peers: independent wealth managers, $5B to $20B (289)
- control person changedChange between filings · filing Jun 23, 2026Morrow, James, Stuart (OWNER) left Schedule A between the filings of 2024-03-18 and 2026-06-23peers: independent wealth managers, $5B to $20B (289)
- control person changedChange between filings · filing Jun 23, 2026Turner, Sarah, Christine (GENERAL COUNSEL / CORPORATE SECRETARY) left Schedule A between the filings of 2024-03-18 and 2026-06-23peers: independent wealth managers, $5B to $20B (289)
- control person changedChange between filings · filing Jun 23, 2026GREEN, STACEY, JONES (HEAD OF HUMAN RESOURCES) left Schedule A between the filings of 2024-03-18 and 2026-06-23peers: independent wealth managers, $5B to $20B (289)
- control person changedChange between filings · filing Jun 23, 2026WELLES, JAY, MICHAEL (HEAD OF CORE EQUITIES & MANAGING DIRECTOR, TECHNOLOGY GROUP) left Schedule A between the filings of 2024-03-18 and 2026-06-23peers: independent wealth managers, $5B to $20B (289)
What changed
consecutive filings, newest first
- Other offices · 3 to 4Mar 27, 2026 to May 8, 2026
- Accounts · 4,279 to 6,965Oct 20, 2025 to Mar 27, 2026
- Advisory employees · 184 to 159Oct 20, 2025 to Mar 27, 2026
- Advisory activities · 8 to 9Oct 20, 2025 to Mar 27, 2026
- BD registered reps · 81 to 80Oct 20, 2025 to Mar 27, 2026
- Charity clients · 127 to 148Oct 20, 2025 to Mar 27, 2026
- Corporate clients · 146 to 109Oct 20, 2025 to Mar 27, 2026
- HNW clients · 1,486 to 1,549Oct 20, 2025 to Mar 27, 2026
- Individual clients · 1,464 to 1,475Oct 20, 2025 to Mar 27, 2026
- Pension plan clients · 169 to 131Oct 20, 2025 to Mar 27, 2026
- Pooled vehicle clients · 2 to 3Oct 20, 2025 to Mar 27, 2026
- Employees · 200 to 195Oct 20, 2025 to Mar 27, 2026
- State-registered IARs · 48 to 50Oct 20, 2025 to Mar 27, 2026
- Discretionary RAUM · $18B to $17BOct 20, 2025 to Mar 27, 2026
- HNW RAUM · $4.9B to $5.1BOct 20, 2025 to Mar 27, 2026
- Individual RAUM · $817M to $757MOct 20, 2025 to Mar 27, 2026
- Non-discretionary RAUM · $0 to $396MOct 20, 2025 to Mar 27, 2026
- Pension RAUM · $3.7B to $2.7BOct 20, 2025 to Mar 27, 2026
- Pooled vehicle RAUM · $1.2B to $959MOct 20, 2025 to Mar 27, 2026
- RAUM · $18B to $17BOct 20, 2025 to Mar 27, 2026
- Financial planning clients · More than 500 to More than 500May 5, 2025 to Jun 18, 2025
- Accounts · 4,447 to 4,279Sep 30, 2024 to May 1, 2025
- Advisory employees · 145 to 184Sep 30, 2024 to May 1, 2025
- BD registered reps · 71 to 81Sep 30, 2024 to May 1, 2025
- Charity clients · 126 to 127Sep 30, 2024 to May 1, 2025
- Corporate clients · 147 to 146Sep 30, 2024 to May 1, 2025
- HNW clients · 1,504 to 1,486Sep 30, 2024 to May 1, 2025
- Individual clients · 1,601 to 1,464Sep 30, 2024 to May 1, 2025
- Pension plan clients · 190 to 169Sep 30, 2024 to May 1, 2025
- Employees · 223 to 200Sep 30, 2024 to May 1, 2025
- State-registered IARs · 46 to 48Sep 30, 2024 to May 1, 2025
- Discretionary RAUM · $18B to $18BSep 30, 2024 to May 1, 2025
- HNW RAUM · $4.8B to $4.9BSep 30, 2024 to May 1, 2025
- Individual RAUM · $899M to $817MSep 30, 2024 to May 1, 2025
- Pension RAUM · $3.4B to $3.7BSep 30, 2024 to May 1, 2025
- Pooled vehicle RAUM · $1.6B to $1.2BSep 30, 2024 to May 1, 2025
- RAUM · $18B to $18BSep 30, 2024 to May 1, 2025
- Accounts · 4,771 to 4,447Aug 29, 2023 to Mar 18, 2024
- Advisory employees · 150 to 145Aug 29, 2023 to Mar 18, 2024
- BD registered reps · 96 to 71Aug 29, 2023 to Mar 18, 2024
Signals
51 dated events
- Corey Lee Jackson left Manning & Napier Advisors, Llc for Ubs Financial Services Inc. (registered 2026-08-24)Sep 3, 2026 · Advisor changed firm · fact
- Christopher Joseph Labounty left Manning & Napier Advisors, Llc for Labounty Financial Planning (registered 2026-07-21)Jun 11, 2026 · Advisor changed firm · fact
- Aaron Anthony Pisani left Manning & Napier Advisors, Llc for William Blair & Company L.L.C. (registered 2026-05-19)May 26, 2026 · Advisor changed firm · fact
- Ryan M Stiphany left Manning & Napier Advisors, Llc for Raymond James & Associates, Inc. (registered 2026-04-23)May 14, 2026 · Advisor changed firm · fact
- Nicklaus J Catone left Manning & Napier Advisors, Llc for Merrill Lynch, Pierce, Fenner & Smith Incorporated (registered 2026-06-29)Apr 13, 2026 · Advisor changed firm · fact
- Jeffrey John Ingraham left Manning & Napier Advisors, Llc for Ep Wealth Advisors (registered 2026-04-06)Mar 18, 2026 · Advisor changed firm · fact
- Brian Patrick Hughes left Manning & Napier Advisors, Llc for Huntington Financial Advisors (registered 2026-08-03)Nov 11, 2025 · Advisor changed firm · fact
- Coty Brawdy left Manning & Napier Advisors, Llc for Ffo Investments Llc (registered 2026-08-04)Sep 24, 2025 · Advisor changed firm · fact
- Thane Jordan Blosser left Manning & Napier Advisors, Llc for Lpl Financial Llc (registered 2025-04-08)Mar 11, 2025 · Advisor changed firm · fact
- John Bryson Palmer left Manning & Napier Advisors, Llc for Hartford Funds (registered 2025-02-07)Feb 6, 2025 · Advisor changed firm · fact
- Andrew Lansing Schuler left Manning & Napier Advisors, Llc for Sage, Rutty & Co., Inc. (registered 2025-01-15)Dec 31, 2024 · Advisor changed firm · fact
- John Andrew Pilkington left Manning & Napier Advisors, Llc for Vanguard Advisers, Inc. (registered 2025-01-18)Dec 31, 2024 · Advisor changed firm · fact
- Andrew Otto Delmedico left Manning & Napier Advisors, Llc for Solid Point Wealth Advisors, Llc (registered 2024-09-17)Oct 3, 2024 · Advisor changed firm · fact
- Jordan Ried Eich left Manning & Napier Advisors, Llc for Howe And Rusling, Inc. (registered 2024-10-10)Oct 3, 2024 · Advisor changed firm · fact
- Edward Marc Bushallow (Managing Director, Fixed Income; Executive Group Member) appeared on Schedule A of Manning & Napier Advisors, LlcMar 18, 2024 · Control person joined · fact
- Gregory Scott Woodard left Manning & Napier Advisors, Llc for Wilmington Trust Investment Advisors, Inc. (registered 2025-01-16)Jan 26, 2024 · Advisor changed firm · fact
- Douglas Charles Tyson left Manning & Napier Advisors, Llc for Cerity Partners Llc (registered 2024-02-02)Oct 12, 2023 · Advisor changed firm · fact
- Adele Kates left Manning & Napier Advisors, Llc for Missionsquare Retirement (registered 2023-10-31)Oct 11, 2023 · Advisor changed firm · fact
- Thomas M Murphy left Manning & Napier Advisors, Llc for Merrill Lynch, Pierce, Fenner & Smith Incorporated (registered 2024-12-18)Mar 22, 2023 · Advisor changed firm · fact
- Jay Welles (Head Of Core Equities & Managing Director, Technology Group) appeared on Schedule A of Manning & Napier Advisors, LlcMar 1, 2023 · Control person joined · fact
- Fred Christopher Petrosino (Managing Director, Quantitative Strategies Group) appeared on Schedule A of Manning & Napier Advisors, LlcMar 1, 2023 · Control person joined · fact
- Ebrahim Busheri (Director Of Investments) no longer on Schedule A of Manning & Napier Advisors, Llc (listed 2022-11-30, absent 2023-03-01)Mar 1, 2023 · Control person left · inference
- Teyonna S. Harris left Manning & Napier Advisors, Llc for Empower Advisory Group, Llc (registered 2023-01-09)Dec 12, 2022 · Advisor changed firm · fact
- M Terrence Pegula (Owner) appeared on Schedule A of Manning & Napier Advisors, LlcNov 14, 2022 · Control person joined · fact
- Stuart James Morrow (Owner) appeared on Schedule A of Manning & Napier Advisors, LlcNov 14, 2022 · Control person joined · fact
- S Kim Pegula (Owner) appeared on Schedule A of Manning & Napier Advisors, LlcNov 14, 2022 · Control person joined · fact
- Deborah A Collins left Manning & Napier Advisors, Llc for Voya Financial Advisors, Inc. (registered 2023-04-03)Oct 6, 2022 · Advisor changed firm · fact
- Christopher Michael Sands left Manning & Napier Advisors, Llc for B. Riley Wealth Advisors, Inc. (registered 2024-04-25)Aug 18, 2022 · Advisor changed firm · fact
- Dylan Stone Greer left Manning & Napier Advisors, Llc for Buckingham Strategic Wealth, Llc (registered 2022-08-17)Jul 7, 2022 · Advisor changed firm · fact
- Christopher Charles Porpiglia left Manning & Napier Advisors, Llc for Manning & Napier Advisory Advantage Company, Llc (registered 2013-03-08)Jun 2, 2022 · Advisor changed firm · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business phone
- 585-325-5617reportedpublished by the firm, firm site, Sep 17, 2026
- Business phone
- 534-449-1350reportedpublished by the firm, firm site, Sep 17, 2026
- Business phone
- 585-325-6880reportedpublished by the firm, firm site, Sep 17, 2026
- Firm profile
- LINKEDIN.COM/COMPANY/MANNINGNAPIERreportedpublic record, Form ADV, Sep 17, 2026
- Website
- AM.MANNING-NAPIER.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 585-325-6880reportedpublic record, Form ADV, Jun 23, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Wealth manager with institutional or fund businessderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $405Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026