Cause IQ vendor profile

Manning and Napier


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, hospitals, and grantmaking foundations with revenues ranging from $8.2 million to $62 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.

Primary location:
Faiport, NY
Clients in:
NY, OH
Identified clients:
39
Avg client size:
$59 mil revenue
Median client size:
$19 mil revenue

Manning and Napier client list

  Name Type Location
1 Hope Academy 501(c)(3) Minneapolis, MN
2 Ability Connection Texas (ACT) 501(c)(3) Irving, TX
3 Pennock Hospital Board of Trustees 501(c)(3) Hastings, MI
4 Auxiliary Services State University College at Oswego 501(c)(3) Oswego, NY
5 Our Hospice of South Central Indiana 501(c)(3) Columbus, IN
6 Jumpstart for Young Children 501(c)(3) Boston, MA
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 29 more Manning and Napier not-for-profit tax-exempt clients identified by Cause IQ

Manning and Napier competitors

Competitors to Manning and Napier in the nonprofit sector include Segall Bryant and Hamill, Capfinancial Partners, LLC, Paychex, Inc., Oneamerica Retirement Services LLC, Ubs Financial Services, Inc., US Bank, Prime Buchholz and Associates, Northwestern Mutual Investment Serv, Cambridge Investment Research Inc, and Ameriprise Financial Services.

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