Exeter Trust Company
$4.6B reported client assets across 2 advisory firms in FY2025 annual amendments
Reported client assets over time
$4.6B
$5.9B
2017
2025
Same-firm comparison: 2 firms that reported Exeter Trust Company in both FY2024 and FY2025 annual amendments (ADV Item 5.K.(3)). Fiscal years come directly from the SEC filing-type table; filing dates are not used as a year-end proxy.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Manning & Napier Advisors, Llc | $4.6B | $17.0B | 27.0% | 03/27/2026 |
| Wealthpro, Llc | $10.0M | $52.4M | 19.1% | 04/01/2026 |
From Form ADV Schedule D 5.K.(3): custodians named at the 10%-of-SMA-assets threshold, with reported dollar amounts. "Share" is reported amount as a share of the firm's total regulatory AUM.