The Manning Companies in the News
At The Manning Companies, we believe independent advice is most powerful when it’s paired with transparency, leadership, and long-term relationships. This philosophy has guided our growth and has been reflected in recent recognition from respected financial and business publications, as well as coverage of our commitment to the communities we serve.
Below is a selection of recent media coverage highlighting an important chapter in The Manning Companies’ evolution, including our transition to Raymond James, our continued focus on independent, client-first wealth management, and our support of local community initiatives.
CFS Debuts Manning Gymnasium at Coronado High School
Coronado Eagle & Journal | December 2025
Coronado Eagle & Journal covers the unveiling of Manning Gymnasium at Coronado High School, named in honor of a donation from Michael and Nancy Manning supporting the Coronado Schools Foundation’s mission to enrich local education.
Raymond James Recruits Ex-Commonwealth Advisors Who Managed $1.7 Billion
Barron’s | October 2025
Barron’s reports that Raymond James welcomed former Commonwealth Financial Network advisory teams managing more than $1.7 billion in combined client assets, including The Manning Companies’ San Diego-based team with approximately $1.1 billion. The article places the move within a broader industry trend as advisors evaluate long-term alignment and independence following Commonwealth’s acquisition by LPL Financial.
Raymond James Welcomes San Diego Advisor Group
Yahoo Finance | October 2025
Yahoo Finance highlights Raymond James Financial Services’ welcome of The Manning Companies, a San Diego-based independent advisory firm managing approximately $1.1 billion in client assets, following its transition from Commonwealth Financial Network. The article reflects on the company’s long-standing experience in wealth management and retirement planning and underscores how the move aligns with Raymond James’ advisor-centric independent platform and long-term vision for growth.
Raymond James Adds $1.1B San Diego Team From Commonwealth
WealthManagement.com | October 2025
WealthManagement.com explores The Manning Companies’ decision to join Raymond James after more than a decade with Commonwealth Financial Network. The article notes that the advisory team, which oversees roughly $1.1 billion in assets, was drawn to Raymond James’ culture, resources, and commitment to supporting independent advisors as they continue to grow and serve clients.
Raymond James Lands $1.1-Billion Commonwealth Team
AdvisorHub | October 2025
AdvisorHub shares details of The Manning Companies’ transition to Raymond James following a thoughtful, months-long evaluation process. The coverage notes that the firm brought more than $1.1 billion in client assets to Raymond James and places the move within a broader industry shift as advisors seek long-term alignment and stability in a changing landscape.
Commonwealth Advisors Head to Raymond James, Cetera
Financial-Planning.com | October 2025
Financial-Planning.com includes The Manning Companies among advisory firms choosing new affiliations as part of ongoing industry consolidation. The article highlights how advisors are increasingly prioritizing independence, flexibility, and long-term partnership as they consider the next chapter of their company’s growth and client service.
