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NATIXIS ADVISORS, LLC

BOSTON, MA · CRD 106800 · IAPD ↗ · 617-449-2802

$108.65BRegulatory AUM
48Advisory reps
412Employees
21Clients
n/aPlanning clients
0Private funds
53States
3Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
April 2026 — NATIXIS ADVISORS, LLC shrank from 70 to 48 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
65
April 2026 — NATIXIS ADVISORS, LLC reported RAUM up 27% ($85.23B -> $108.65B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
55
April 2025 — NATIXIS ADVISORS, LLC shrank from 75 to 70 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
66
April 2025 — NATIXIS ADVISORS, LLC reported RAUM up 34% ($63.77B -> $85.23B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
55
April 2024 — NATIXIS ADVISORS, LLC added office(s): 1 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
67
April 2024 — NATIXIS ADVISORS, LLC reported RAUM up 38% ($46.23B -> $63.77B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.