Firm profile

NATIXIS ADVISORS, LLC

BOSTON, MACRD 106800Latest ADV March 27, 2026

Natixis Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Boston, MA. Its latest Form ADV filing, dated March 27, 2026, reports $108.7B in regulatory assets under management, 412 employees, 3 offices, and 115,562 accounts.

Assets Under Management
$108.7B
Employees
412
Offices
3 offices
Total Clients
115,562
Primary office
BOSTON, MA
888 BOYLSTON STREET, SUITE 800, BOSTON, MA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

4 roles identified
CEODavid L. Giunta
CCODavid A. Vallon
CFOWarren T. Besser

Advisory services offered

4 types reported
Portfolio management for businesses
Portfolio management for individuals and small businesses
Portfolio management for investment companies

Fee models offered

3 types reported
Asset based fees
Fixed fees
Other fee arrangements
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 49.9% of total clients.
Top client categories% of clientsClients
1
Individuals
49.9%
57,713
2
HNWI
47.4%
54,818
3
Corporations
1.7%
1,952
4
CLIENTS WHERE NATIXIS ADVISORS POSSESSED INSUFFICIENT INFORMATION TO CLASSIFY
0.6%
680
5
Charitable
0.2%
219
Additional categories (<0.1%)
Investment Cos.9 clients
Insurance Cos.<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$108.7Bas of March 27, 2026
Discretionary100.0%
$108.7B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Latest AUM$108.7B
Total Accounts115,562
10Y AUM Change+$90.2B (+489.7%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees412
Clients per Employee280:1
10Y Employee Change-41 (-9.1%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.