SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Natixis Advisors, LLC
Boston, MA
CRD 106800
Firm filing updated March 27, 2026 ·
- $108.7BAssets
- 115,562Clients
- 48Advisory staff
- 115,562Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Fixed feesYes
- OtherYes
- Hourly chargesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
Who the firm serves
- Individuals57,713
- High net worth individuals54,818
- Corporations or other businesses1,952
- Charities219
- Pension and profit sharing plans170
- and 2 more10
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 57,713 | $24.8 billion |
| High net worth individuals | 54,818 | $72.6 billion |
| Investment companies | 9 | $4.6 billion |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 170 | $203.4 million |
| Charitable organizations | 219 | $566.8 million |
| Insurance companies | 1 | $107,847 |
| Corporations or other businesses not listed above | 1,952 | $4.8 billion |
| Other: "CLIENTS WHERE NATIXIS ADVISORS POSSESSED INSUFFICIENT INFORMATION TO CLASSIFY" | 680 | $1.1 billion |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses (other than small businesses) or institutional clients
See all 4 services
- Selection of other advisors (including private fund managers)
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisors (including private fund managers)
Assets and accounts
- Regulatory assets$108.7 billion
- Accounts115,562
- DiscretionaryAll accounts
People
- Employees412
- Advisory staff48
- Broker-dealer reps236
- Licensed insurance agents0
Advisors
38 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 106800, SEC file 801-48408.
- Registered with the SEC as an investment advisor (status date on record: March 1, 1995).
Is Natixis Advisors, LLC a fiduciary?
Short answer: Natixis Advisors, LLC is registered with the SEC as an investment advisor.
More detail
Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
Some of the firm's people may also act for a broker-dealer: 236 staff are broker-dealer representatives and the firm has a related broker-dealer. When someone acts for a broker-dealer, a different SEC standard, Regulation Best Interest, applies to their recommendations. Ask which role they are acting in.
The firm has a related insurance company or agency.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.