Cause IQ vendor profile

Manning and Napier Advisors LLC


Manning and Napier Advisors LLC is a firm that provides investment management, financial advisor, and commercial bank to nonprofit clients. They primarily provide their services regionally, with most clients in New York, New Jersey, Virginia, and Washington (although they are present in other states as well).

Most Manning and Napier Advisors LLC clients are health and welfare funds with revenues ranging from $3.4 million to $94 million.

Previous legal names, trade names, or just variations of their name include: Manning and Napier Advisors Inc..

Primary location:
Fairport, NY
All locations:
NY
Identified clients:
17
Avg client size:
$94 mil revenue
Median client size:
$15 mil revenue

Manning and Napier Advisors LLC client list

 NameTypeLocation
1The American Public Power Association (APPA)501(c)(6)Arlington, VA
2JM McDonald Foundation501(c)(3)Wilmington, DE
3Canton-Potsdam Hospital501(c)(3)Potsdam, NY
4Local 580 Insurance Fund501(c)(9)New York, NY
5Metro-ILA Funds501(c)(9)Rutherford, NJ
6NJBLS Welfare Fund501(c)(9)Jersey City, NJ
7Wine Liquor & Distillery Workers Union Local 1-D Major Medical Plan501(c)(9)Brooklyn, NY
8Northwest Laborers Employers Health and Security Trust Fund501(c)(9)Bothell, WA
9IBEW Local 1249 Insurance Fund501(c)(9)Cicero, NY
10Laborers Trust Fund501(c)(9)Salem, VA
...and 7 more Manning and Napier Advisors LLC not-for-profit tax-exempt clients identified by Cause IQ

Manning and Napier Advisors LLC competitors

Competitors to Manning and Napier Advisors LLC in the nonprofit sector include Matrix Trust Company, Alerus Financial, N.a., Lincoln National Life Insurance, Valic, Commonwealth Financial Network, Fidelity, Wilmington Trust, Raymond James and Associates, Benefit Plans Admin Services, Inc., and Ubs Financial Services, Inc..

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