CRD: 105992
Manning & Napier Advisors, LLC
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Request a Free TrialFirm Details
- Custodian
- BNY Mellon · Broadridge · Charles Schwab & Company · Fidelity/NFS · Pershing
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 06-04-1975
- Office Locations
- 21
Office Locations
About Manning & Napier Advisors, LLC
Manning & Napier Advisors, LLC is a Fairport-based RIA with 21 offices. The firm has been operating for 51 years. Managing $17.0B in total assets under management, with 159 advisory representatives. They custody assets with BNY Mellon and Broadridge.
Reported data analysis
What the numbers show
Between October 20, 2025 and June 23, 2026, reported AUM decreased 7.5%, from $18.4B to $17.0B.
Across 5 reported observations, AUM decreased 20.5% between November 30, 2022 and June 23, 2026, from $21.4B to $17.0B.
Of the latest reported AUM, 97.7% is discretionary and 2.3% is non-discretionary.
The firm reports 159 advisory representatives and 3,483 clients, or 21.9 clients per representative. That equates to $4.9M in reported AUM per client.
The profile lists 21 reported office locations and 51 years in operation. The source data was last updated on June 23, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- Client Personas
- CRM
- Custodian
- Investment Themes
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- Platform
- Services
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Owner & Executives
PAUL JOHN BATTAGLIA JR.
Chief Financial Officer, President
- CRD
- #6007994
- Ownership
- Less than 5%
WILLIAM GREGORY HOLDEN
Managing Director, President
- CRD
- #4733439
- Ownership
- Less than 5%
Showing 2 of 6 owners & executives
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CRAIG STEPHEN ABBOTT
Advisor
- CRD
- #3063370
BRITTANY A BUFFINGTON
Financial Consultant
- CRD
- #5526510
Showing 2 of 45 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $16,632,866,369 | $3,617,413 |
| Non-Discretionary | $396,499,317 | $167,511 |
| Total | $17,029,365,686 | $2,444,991 |
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Separately Managed Accounts
SMA allocation detail is available
Manning & Napier Advisors, LLC has reported separately managed account data across 9 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Manning & Napier Advisors, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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