Manning and Napier is a firm that provides investment management, financial advisor, and fiduciary trustee to nonprofit clients. They primarily provide their services regionally, with most clients in New York and Pennsylvania (although they are present in other states as well).
Most Manning and Napier clients are health and welfare funds and grantmaking foundations with revenues ranging from $6.9 million to $60 million.
Previous legal names, trade names, or just variations of their name include: Manning and Napier Advisors, Inc.; Manning Napier Advisors LLC; and Manning Napier.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Ability Connection Texas (ACT) | 501(c)(3) | Irving, TX | ||
| 2 | Pennock Hospital Board of Trustees | 501(c)(3) | Hastings, MI | ||
| 3 | Alice Lloyd College (ALC) | 501(c)(3) | Pippa Passes, KY | ||
| 4 | Auxiliary Services State University College at Oswego | 501(c)(3) | Oswego, NY | ||
| 5 | United Cerebral Palsy of Central Florida (UCP) | 501(c)(3) | Orlando, FL | ||
| 6 | Village Care of New York | 501(c)(3) | New York, NY | ||
| 7 | Armed Forces Benefit Association (AFBA) | 501(c)(9) | Alexandria, VA | ||
| 8 | Iron Workers Locals 40 361 and 417 Health Fund | 501(c)(9) | New York, NY | ||
| 9 | Brooks-Tlc Hospital System | 501(c)(3) | Dunkirk, NY | ||
| 10 | Local 580 Insurance Fund | 501(c)(9) | New York, NY | ||
| ... | and 32 more Manning and Napier not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Manning and Napier in the nonprofit sector include Cambridge Investment Research, Voya Retirement Insurance and Annuity Co., Benefit Plans Admin Services, Inc., Minnesota Life Insurance Company, Charles Schwab Investment Management Inc., Raymond James Financial Services, Paychex, Inc., Sei, Capfinancial Partners, LLC, and Ameriprise Financial Services.
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