The Manning Companies Email Format

Financial ServicesCalifornia, United States11-50 Employees

The Manning Companies is a mid-sized financial services firm based in San Diego, California, with an additional office in Irvine. It serves business owners, executives, professionals, and nonprofit organizations by providing coordinated, team-based guidance across the full spectrum of financial life. Its services cover investment strategy, risk management, business succession planning, employer-sponsored retirement plans, and philanthropic giving.

The firm emphasizes aligning wealth decisions with personal priorities, drawing on the extensive experience of its advisers who have addressed growth, succession, tax exposure, charitable goals, and generational wealth transfer. Securities are offered through Raymond James Financial Services, Inc., and investment advisory services are provided by Raymond James Financial Services Advisors, Inc.; The Manning Companies operates independently of the broker/dealer, and it maintains offices in San Diego and Irvine.

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