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The Manning Companies

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uuid000bp3c

Namestring
The Manning Companies
Legal namestring
The Manning Companies
Websiteurl
themanningcompanies.com
Company typeenum
Private
Founded yearint
2010
Descriptiontext

The Manning Companies is a private, San Diego-based wealth management advisory firm founded in 2010 by Michael A. Manning (CEO, President, Principal & Financial Advisor). The firm operates as an independent advisor group within the Raymond James Financial Services channel, delivering comprehensive wealth management to high-net-worth individuals, business owners, corporate executives, foundations/endowments/nonprofits, families, and retirees. Service offerings span investment management (leveraging Raymond James Freedom Portfolios), financial planning, retirement planning, estate and charitable planning, alternative investments, education planning, risk management, and ERISA-compliant corporate retirement plan consulting (3(21) and 3(38) fiduciary services).

The firm generates revenue through advisory fees on assets under management, with no proprietary technology platform — its technology stack is supplied by Raymond James, including research, compliance infrastructure, and the client access portal. Banking and lending solutions (securities-backed lending, mortgages, cash sweeps) are delivered via a separate partnership with Raymond James Bank. The firm managed approximately $1.1 billion in client assets across five advisors prior to October 2025, when those five advisors transitioned to Raymond James's independent advisor channel — a material event whose implications for ongoing operations are not fully resolved in the source data. Marketing is executed through a professional website, blog, LinkedIn, Facebook, and referral networks, with content largely sourced from Raymond James's institutional research and CIO commentary.

Short descriptiontext

The Manning Companies is a San Diego-based, Raymond James-affiliated wealth management firm serving high-net-worth individuals, business owners, executives, and institutional clients with investment management, financial planning, retirement, and estate advisory services.

Operating statusenum
Operating
Ownership categoryenum
Headcount rangeband
11–50
akta.pro rankint
HeadquartersSan Diego, United States
HQ citystring
San Diego
HQ countrystring
United States
HQ regionstring
North America
Markets served

Serves global market

Offices1 record

Each record includes

City, Country, Type, Description, Source

Keyword5 values
wealth management services, financial planning advisory, investment management, retirement planning, estate planning services
NAICS code1 code
  • 551
SIC code1 code
  • 6199
Product category
Wealth Management
GTM motion2 records

Each record includes

Type, Description, Source

Revenue model1 record
1Financial Advisory Services
TypeSubscription Recurring
Description

Revenue generated through advisory fees on assets under management. The firm provides comprehensive wealth management including investment management, financial planning, retirement planning, and estate planning services to high-net-worth clients.

themanningcompanies.com
Marketing channels5 records

Each record includes

Title, Type, Stage, Description, Source

Distribution channels1 record

Each record includes

Title, Type, Scope, Target buyer, Description, Source

Cost components5 values
Personnel, Operations, Marketing or Sales, Infrastructure, Technology or R&D
Pricing details1 tier
1Comprehensive wealth management advisory services
ModelSubscriptionBilling cadenceAnnual
Notes

Advisory fees based on assets under management. Specific fee schedules not publicly disclosed - personalized consultation required.

themanningcompanies.com
GTM typeB2B and B2C
B2B and B2C
Offering typeServices
Services
Core offering1 text field

The Manning Companies is a San Diego-based independent wealth management firm affiliated with Raymond James Financial Services, providing comprehensive financial planning, investment management, retirement planning, estate and charitable giving planning, education planning, risk management, alternative investments, banking and lending solutions, and corporate retirement plan consulting. The firm coordinates investments, taxes, charitable giving, and wealth transfer for high-net-worth individuals, business owners, corporate executives, families, retirees, foundations, endowments, nonprofits, and employer-sponsored retirement plans.

Differentiator
Functional benefit
Problem solved
Quantifiable outcome1 value
  • $1.1 billion in client assets managed by five advisors
Product overview1 text field

The Manning Companies offers a unified wealth management platform providing comprehensive financial advisory services through a coordinated portfolio of specialized modules. Core services include Investment Management (leveraging Raymond James Freedom Portfolios), Retirement Planning, Financial Planning, and Estate Planning, supported by specialized capabilities in Alternative Investments, Corporate Retirement Plans Consulting, Education Planning (529 Plans, UGMA/UTMA), and Risk Management. Banking and Lending Solutions are delivered through the integrated Raymond James Bank ecosystem, including Securities-Based Lending, the Raymond James Bank Deposit Program (FDIC-insured cash sweeps), and Private Wealth Mortgages. The firm serves high-net-worth individuals, business owners, corporate executives, retirees, and institutional clients including foundations and endowments, managing approximately $1.1 billion in assets. The company operates as an independent advisor within the Raymond James Financial Services channel, offering personalized wealth coordination across investments, taxes, charitable giving, and intergenerational wealth transfer.

Scale indicator2 records

Each record includes

Type, Value, Description, Source

Partnership2 partners
1Raymond James Financial Services
Strategic tierCoreTypeChannel Partner/ Reseller/ Distributor
Description

The Manning Companies operates as an independent advisor group within the Raymond James Financial Services channel. The affiliation provides access to Raymond James institutional-quality portfolio options, research, due diligence, banking services (Raymond James Bank), and compliance infrastructure while maintaining independent advisor autonomy.

2Raymond James Bank
Strategic tierCoreTypeTechnology or Integration
Description

Raymond James Bank provides lending solutions offered through The Manning Companies, including securities-backed lending, residential mortgages (jumbo and conforming loans), tailored lending, and cash management services. The partnership enables comprehensive banking integration within the wealth management offering.

Recent move5 records

Each record includes

Date, Type, Title, Description, Source

Expansion highlight4 records

Each record includes

Type, Description

Market position
Competitive moat3 records

Each record includes

Type, Details

Key risks5 records

Each record includes

Headline, Details, Source

Key highlights6 records

Each record includes

Headline, Details, Source

Customer concentration

Classification, Details

Named customers1 record

Each record includes

Name, Industry, Type, Use case, Source, UUID

Segment6 records

Each record includes

Title, Type, Primary, Description, Pain point addressed, Use case, Source

Ideal customer profile3 records

Each record includes

Profile, Firmographic size, Sales motion, Sales cycle length, Buying structure, Purchase trigger, Buyer persona, Geography, Industry vertical, Primary use case, Description, Pain points, Evidence proof points, Target buyer

Technology focused
No
API detail
Has APIbool
No

Docs URL, Description

AI maturity
App detail

Has app

Core technology
Revenue estimate
Valuation estimate
Number of profiles
Profiles1 record

Each record includes

Name, Designation, Designation category, Overview, Profile commentary, Source

No data
No data
Funding overview

Funding stage, Last funding date, Total funding USD

Funding rounds

Each record includes

Round, Amount USD, Date, Pre money valuation, Total investors, Investors, News

Investors

Each record includes

Name, Type, Date of entry, Rounds participated, Website

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Each record includes

Name, Acquisition type, Announced date, Completed date, Status, Website, News

Investment

Each record includes

Name, Round, Announced date, Lead investor, Website, News

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

The Manning Companies

Wealth Managementthemanningcompanies.com

The Manning Companies is a San Diego-based, Raymond James-affiliated wealth management firm serving high-net-worth individuals, business owners, executives, and institutional clients with investment management, financial planning, retirement, and estate advisory services.

What The Manning Companies does

The Manning Companies is a private, San Diego-based wealth management advisory firm founded in 2010 by Michael A. Manning (CEO, President, Principal & Financial Advisor). The firm operates as an independent advisor group within the Raymond James Financial Services channel, delivering comprehensive wealth management to high-net-worth individuals, business owners, corporate executives, foundations/endowments/nonprofits, families, and retirees. Service offerings span investment management (leveraging Raymond James Freedom Portfolios), financial planning, retirement planning, estate and charitable planning, alternative investments, education planning, risk management, and ERISA-compliant corporate retirement plan consulting (3(21) and 3(38) fiduciary services).

The firm generates revenue through advisory fees on assets under management, with no proprietary technology platform — its technology stack is supplied by Raymond James, including research, compliance infrastructure, and the client access portal. Banking and lending solutions (securities-backed lending, mortgages, cash sweeps) are delivered via a separate partnership with Raymond James Bank. The firm managed approximately $1.1 billion in client assets across five advisors prior to October 2025, when those five advisors transitioned to Raymond James's independent advisor channel — a material event whose implications for ongoing operations are not fully resolved in the source data. Marketing is executed through a professional website, blog, LinkedIn, Facebook, and referral networks, with content largely sourced from Raymond James's institutional research and CIO commentary.

The Manning Companies firmographics

Firmographics
Name
The Manning Companies
Legal name
The Manning Companies
Website
https://themanningcompanies.com
Company type
Private
Founded year
2010
Operating status
Operating
Headcount range
11–50 employees
Short description
The Manning Companies is a San Diego-based, Raymond James-affiliated wealth management firm serving high-net-worth individuals, business owners, executives, and institutional clients with investment management, financial planning, retirement, and estate advisory services.
Ownership category
akta.pro rank

Where The Manning Companies is headquartered

Location

Headquarters

HQ city
San Diego
HQ country
United States
HQ region
North America

Offices1 record

Markets served

The Manning Companies business model

Business model
GTM type
B2B and B2C
Offering type
Services
Cost components
Personnel, Operations, Marketing or Sales, Infrastructure, Technology or R&D

Revenue model

  1. Financial Advisory Services: Revenue generated through advisory fees on assets under management. The firm provides comprehensive wealth management including investment management, financial planning, retirement planning, and estate planning services to high-net-worth clients.

Pricing tiers

ModelBillingPrice
SubscriptionAnnualComprehensive wealth management advisory services

Go-to-market motion2 records

Distribution channels1 record

Marketing channels5 records

The Manning Companies product offering

Product offering

Core offering

The Manning Companies is a San Diego-based independent wealth management firm affiliated with Raymond James Financial Services, providing comprehensive financial planning, investment management, retirement planning, estate and charitable giving planning, education planning, risk management, alternative investments, banking and lending solutions, and corporate retirement plan consulting. The firm coordinates investments, taxes, charitable giving, and wealth transfer for high-net-worth individuals, business owners, corporate executives, families, retirees, foundations, endowments, nonprofits, and employer-sponsored retirement plans.

Product overview

The Manning Companies offers a unified wealth management platform providing comprehensive financial advisory services through a coordinated portfolio of specialized modules. Core services include Investment Management (leveraging Raymond James Freedom Portfolios), Retirement Planning, Financial Planning, and Estate Planning, supported by specialized capabilities in Alternative Investments, Corporate Retirement Plans Consulting, Education Planning (529 Plans, UGMA/UTMA), and Risk Management. Banking and Lending Solutions are delivered through the integrated Raymond James Bank ecosystem, including Securities-Based Lending, the Raymond James Bank Deposit Program (FDIC-insured cash sweeps), and Private Wealth Mortgages. The firm serves high-net-worth individuals, business owners, corporate executives, retirees, and institutional clients including foundations and endowments, managing approximately $1.1 billion in assets. The company operates as an independent advisor within the Raymond James Financial Services channel, offering personalized wealth coordination across investments, taxes, charitable giving, and intergenerational wealth transfer.

Differentiator

Problem solved

Functional benefit

Quantifiable outcome

  • $1.1 billion in client assets managed by five advisors

Companies that use The Manning Companies

Customer profile

Named customers1 record

Segments6 records

Ideal customer profiles3 records

The Manning Companies technology and API

Technology

Technology focussed No

API detail

Has API
No
API docs
API detail

Core technology

AI maturity

App detail

The Manning Companies partnerships and signals

Strategic signal

Partnerships

Two partnerships are on record, tiered core.

  • Raymond James Financial ServicescoreChannel Partner/ Reseller/ DistributorThe Manning Companies operates as an independent advisor group within the Raymond James Financial Services channel. The affiliation provides access to Raymond James institutional-quality portfolio options, research, due diligence, banking services (Raymond James Bank), and compliance infrastructure while maintaining independent advisor autonomy.
  • Raymond James BankcoreTechnology or IntegrationRaymond James Bank provides lending solutions offered through The Manning Companies, including securities-backed lending, residential mortgages (jumbo and conforming loans), tailored lending, and cash management services. The partnership enables comprehensive banking integration within the wealth management offering.

Scale indicators2 records

Recent moves5 records

Expansion highlights4 records

The Manning Companies competitors and assessment

Company assessment

Market position

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

The Manning Companies social profiles

Digital presence

The Manning Companies financial estimates

Financial estimate

Revenue estimate

Valuation estimate

The Manning Companies leadership team

Management profile

Number of profiles

Profiles1 record

The Manning Companies funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

The Manning Companies M&A and investment

M&A and investment

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about The Manning Companies

What does The Manning Companies do?

The Manning Companies is a San Diego-based independent wealth management firm affiliated with Raymond James Financial Services, providing comprehensive financial planning, investment management, retirement planning, estate and charitable giving planning, education planning, risk management, alternative investments, banking and lending solutions, and corporate retirement plan consulting. The firm coordinates investments, taxes, charitable giving, and wealth transfer for high-net-worth individuals, business owners, corporate executives, families, retirees, foundations, endowments, nonprofits, and employer-sponsored retirement plans.

Is The Manning Companies a public or private company?

The Manning Companies is a private company. It is classified as founder individual operated bootstrapped and is currently operating.

When was The Manning Companies founded?

The Manning Companies was founded in 2010. It employs 11 to 50 people.

Where is The Manning Companies based?

The Manning Companies is headquartered in San Diego, United States, in the North America region.

How does The Manning Companies make money?

One revenue line is on record: financial Advisory Services.

Does The Manning Companies have an API?

No public API is recorded for The Manning Companies.

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