Manning & Napier | Planning | Investments

55

Years of helping our clients grow and protect their wealth

$8.07B+

In private wealth & institutional advisory AUM
of $17B total firm AUM*

50

States served with regional service teams

94%

Client retention rate

A team in your corner every step of the way

As your wealth grows, so do the complexities – the nuances of taxes, investments, and estate planning can be overwhelming. Our financial experts will make the complex simple – giving you peace of mind when it comes to your financial future.

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senior mom and daughter with tax review for retirement

Comprehensive planning & personalized advice

We'll develop your custom-tailored financial plan that thoughtfully integrates planning and investments, and provide ongoing personalized advice to easily manage your wealth as your needs change.

Support from a dedicated team

We’re ready to support you with all of your financial needs. And because you’ll have a dedicated service team, you’ll always be able to get in touch with a person (never a robot).

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Your day-to-day team

Financial Consultant,
Relationship Manager,
Wealth Management Associate

Specialists for the complex

Certified Financial Planners^™, Chartered Financial Analysts®, Certified Public Accountant, Estate Planning Attorneys, Retirement Planning Specialists, Tax Consultant, Certified Employee Benefits Specialist, Certified Pension Consultant, Qualified Pension Administrator

Built for you. Backed by experience.

The world isn't cookie-cutter, and your investments shouldn't be either. We'll work with you to understand your goals, and then carefully craft your custom-built investment portfolio, while leveraging our 55+ year history of active investment management.

A partner you can count on

With so much riding on your financial decisions, you need a partner you can trust. And, as a fiduciary, you can trust that we will always act with your best interests in mind.

Experience you can trust

Working with Manning & Napier really feels like having a team in your corner. We really appreciate their experience working with non-profits and their understanding of the nuanced needs of an organization like us.

Arts & Cultural Organization

For years, we focused only on building the company, without a clear retirement plan. Aligning our business and personal planning finally gave us clarity on when and how we could step away.

Business Owner

Our financial consultant is the kind of advisor you dream about. His professional knowledge coupled with his demeanor and excellent support team is exactly what everyone should have guiding their financial decisions.

Individual Client

Proudly recognized as a Best Legacy Business in Rochester by the Rochester Business Journal in 2025 and 2026.

Assets under management (AUM) as of 12/31/2025.

Testimonials are based on unique experiences from current clients and are not representative of all client experiences. Testimonials were solicited from select clients who we believed had positive experiences with Manning & Napier. No cash or non-cash compensation was provided for the testimonials. Investing involves risk, including the possible loss of principal and fluctuation of value. Past performance is no guarantee of future results.

Best Legacy Businesses in Rochester - This list was compiled by Rochester Business Journal’s editorial leadership team based in part on recommendations from the community as well as their own internal research. To qualify for recognition, a company must have headquarters in the Rochester area, have been in business for at least 50 years, have at least four employees, and be publicly traded or privately owned.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

Wealth management that grows with you

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