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Money Managers
(Ranked by total assets managed locally as of Dec. 31, 2019)

May 14, 2021

RankName
Address
Website
Total assets managed locallyMinimum account
Percent institutional/
individual assets managed
Total accounts
Top local executive
Telephone
Services offeredLocal/
companywide employees
Established
Investment Specialties
Equity mgt.
Balanced
Fixed income
Real estate
Convert. sec.
Trust services
1.
Invesco Advisers, Inc. - Rochester Division
350 Linden Oaks
Rochester, NY 14625
www.invesco.com/us
$25.35 billion
$1,000
4% | 96%
15
Scott Cottier, Troy Willis, Timothy Spitz
(585) 383-1300

30
8,000
1986
Single-state and national municipal bond funds and separately managed accounts
2.
Manning & Napier Advisors LLC
290 Woodcliff Drive
Fairport, NY 14450
www.manning-napier.com
$19.2 billion
NA
53% | 47%
4,988
Marc Mayer, Paul Battaglia, Ebrahim Busheri
(585) 325-6880





284
307
1970
With over 50 years of experience, Manning & Napier and its affiliates provide equity, fixed income, multi-asset class, and ETF-based investment solutions.
3.
Merrill Lynch & Co. Inc.
1241 Pittsford Victor Road
Pittsford, NY 14534
www.ml.com
$5.8 billion
$250,000
0% | 100%
NA
Christopher Mueller
(585) 899-2500






110
NA
1959
Full-service