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NATIXIS ADVISORS, LLC
CRD 106800File 801-48408
APPROVED
Retail clients
Disclosure events
Filing as of Mar 27, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$108.65B
Top 10% of cohort (national)
Discretionary AUM
$108.65B
Clients
114,882
115,562 accounts
Employees
412
Top 10% of cohort in MA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Mar 1, 1995
- Principal office
- 888 BOYLSTON STREET, SUITE 800, BOSTON, MA, 02199
- Phone
- 617-449-2802
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $108.65B
- Discretionary AUM
- $108.65B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 115,562
- Non-discretionary accounts
- 0
- Total accounts
- 115,562
- AUM per client
- $946K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 1,952 | $4.79B |
| Insurance companies | 1 | $108K |
| Investment companies | 9 | $4.61B |
| Charitable organizations | 219 | $566.8M |
| High net worth individuals | 54,818 | $72.56B |
| Pension and profit sharing plans | 170 | $203.4M |
| Individuals (other than high net worth individuals) | 57,713 | $24.82B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Other (described) — A PERCENTAGE OF WRAP SPONSOR FEES.
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11A1
- Q11C2
- Q11C5
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 115562 | 114882 |
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.