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, grantmaking foundations, and hospitals with revenues ranging from $8.6 million to $73 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, IL
Identified clients:
37
Avg client size:
$62 mil revenue
Median client size:
$19 mil revenue

Manning and Napier client list

  Name Type Location
1 JM McDonald Foundation 501(c)(3) Wilmington, DE
2 Hope Academy 501(c)(3) Minneapolis, MN
3 Ability Connection Texas (ACT) 501(c)(3) Irving, TX
4 Pennock Hospital 501(c)(3) Hastings, MI
5 Auxiliary Services State University College at Oswego 501(c)(3) Oswego, NY
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 27 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 Fidelity, Principal, Ubs, Cambridge Associates, Wilmington Trust, William Blair and Company, Kestra Advisory Services LLC, Amalgamated Bank Of Chicago, Pensionmark Financial Group LLC, and Alerus Financial, N.a..

Already a customer?

Log in to see a complete profile, including complete list of identified clients.

Interested in Cause IQ?

You're in good company! Cause IQ's customers include leading technology, accounting, financial services, consulting, fundraising, and other firms.

Our web-based information and tools help you grow, maintain, and serve your nonprofit clients.

and see Cause IQ in action!