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- Custodian
- BNY Mellon ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 03-01-1995
- Office Locations
- 17
Office Locations
About Natixis Advisors, LLC
Natixis Advisors, LLC (Natixis Investment Managers) supports financial professionals and institutional investors with investment capabilities delivered through affiliated investment managers. Its Solutions Group builds portfolio strategies including direct indexing, multi-asset portfolios, institutional overlays, and portfolio analysis/construction, with an emphasis on simplifying fixed income allocations via a core-satellite approach.
Reported data analysis
What the numbers show
Between October 30, 2025 and March 27, 2026, reported AUM increased 27.5%, from $85.2B to $108.7B.
Across 5 reported observations, AUM increased 133.6% between September 26, 2022 and March 27, 2026, from $46.5B to $108.7B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 48 advisory representatives and 115,583 clients, or 2,408 clients per representative. That equates to $940.1K in reported AUM per client.
The profile lists 17 reported office locations and 31 years in operation. The source data was last updated on March 27, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Natixis Advisors, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
WARREN TAYLOR BESSER
--
- CRD
- --
- Ownership
- Less than 5%
DAVID LAWRENCE GIUNTA
DIRECTOR, Equity Research Associate, President
- CRD
- #2290469
- Ownership
- Less than 5%
Showing 2 of 10 owners & executives
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FELIPE AYALA
Director
- CRD
- #5829136
Colby Bates
--
- CRD
- #6202156
Showing 2 of 65 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $108,654,613,620 | $940,228 |
| Non-Discretionary | $0 | -- |
| Total | $108,654,613,620 | $940,228 |
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Separately Managed Accounts
SMA allocation detail is available
Natixis Advisors, LLC has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q1 2026
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Natixis Advisors, LLC's 13F holdings detail is available for Q1 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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