Cause IQ vendor profile

Manning and Napier


Manning and Napier is a firm that provides investment management, financial advisor, fiduciary trustee, outsourced management, and consulting services to nonprofit clients. They operate nationwide, with nonprofit clients using their services across the country.

Most Manning and Napier clients are health and welfare funds, grantmaking foundations, and hospitals with revenues ranging from $10 million to $100 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
All locations:
NY, OH
Identified clients:
44
Avg client size:
$58 mil revenue
Median client size:
$16 mil revenue

Manning and Napier client list

 NameTypeLocation
1Student Conservation Association (SCA)501(c)(3)Arlington, VA
2MedStar Health501(c)(3)Columbia, MD
3National Center on Education and the Economy501(c)(3)Washington, DC
4Ability Connection Texas (ACT)501(c)(3)Dallas, TX
5Akron Children's Hospital501(c)(3)Akron, OH
6Schuyler Hospital501(c)(3)Montour Falls, NY
7Auxiliary Services State University College at Oswego501(c)(3)Oswego, NY
8Alice Lloyd College (ALC)501(c)(3)Pippa Passes, KY
9Osteopathic Heritage Foundation501(c)(3)Columbus, OH
10Iron Workers Local 40 361 and 417 Health Fund501(c)(9)New York, NY
...and 34 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 Eagle Capital Management LLC, LPL Financial, Ubs Financial Services, Morgan Stanley Smith Barney LLC, Ubs Financial Services Inc, Raymond James and Associates, Cambridge Associates, Morgan Stanley Smith Barney, Morgan Stanley, and Neuberger Berman.

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