Natixis Advisors, LP

Natixis Advisors, LP (CRD# 106800) is a financial advisory firm headquartered in Boston, MA. They manage $18,426,542,457 in 22,429 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    18,427
    MILLION
  • Total Number of Accounts
    22,429
    ACCOUNTS
  • Average Account Value
    $821,550
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Financial Advisors at Natixis Advisors, LP
Showing 1 - 10 of 62 top financial advisors.
1
John H. Bearce
CRD#: 2984342
399 Boylston Street, Boston, MA 02116
96
Wealthminder
score

John Bearce (CRD# 2984342) is an Investment Advisor Representative working at Natixis Advisors, LP in Boston, MA and has over 18 years of experience in the finance industry.

2
James Nolan
CRD#: 5367559
888 Boylston Street, Suite 800, Boston, MA 02199
96
Wealthminder
score

James Nolan (CRD# 5367559) is an Investment Advisor Representative working at Natixis Advisors, LP in Boston, MA and has over 10 years of experience in the finance industry. James Nolan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Daniel R. Price
CRD#: 4098124
888 Boylston Street, Suite 800, Boston, MA 02199
96
Wealthminder
score

Daniel Price (CRD# 4098124) is an Investment Advisor Representative working at Natixis Advisors, LP in Boston, MA and has over 18 years of experience in the finance industry.

4
Evan D. Abrahm
CRD#: 5859728
399 Boylston Street, Boston, MA 02116
93
Wealthminder
score

Evan Abrahm (CRD# 5859728) is an Investment Advisor Representative working at Natixis Advisors, LP in Boston, MA and has over 7 years of experience in the finance industry.

5
Daniel R. Adams Jr
CRD#: 5962487
888 Boylston Street, Suite 800, Boston, MA 02199
93
Wealthminder
score

Daniel Adams Jr (CRD# 5962487) is an Investment Advisor Representative working at Natixis Advisors, LP in Boston, MA and has over 5 years of experience in the finance industry.

6
Justin S. Appel
CRD#: 5917307
888 Boylston Street, Suite 800, Boston, MA 02199
93
Wealthminder
score

Justin Appel (CRD# 5917307) is an Investment Advisor Representative working at Natixis Advisors, LP in Boston, MA and has over 6 years of experience in the finance industry.

7
Clarice L. Avery
CRD#: 5726759
888 Boylston Street, Suite 800, Boston, MA 02199
93
Wealthminder
score

Clarice Avery (CRD# 5726759) is an Investment Advisor Representative working at Natixis Advisors, LP in Boston, MA and has over 7 years of experience in the finance industry.

8
Scott E. Beckman
CRD#: 4165631
888 Boylston Street, Suite 800, Boston, MA 02199
93
Wealthminder
score

Scott Beckman (CRD# 4165631) is an Investment Advisor Representative working at Natixis Advisors, LP in Boston, MA and has over 11 years of experience in the finance industry.

9
Kenneth A. Birely
CRD#: 5977215
888 Boylston Street, Suite 800, Boston, MA 02199
93
Wealthminder
score

Kenneth Birely (CRD# 5977215) is an Investment Advisor Representative working at Natixis Advisors, LP in Boston, MA and has over 6 years of experience in the finance industry.

10
Caitlin C. Bryson
CRD#: 5480148
888 Boylston Street, Suite 800, Boston, MA 02199
93
Wealthminder
score

Caitlin Bryson (CRD# 5480148) is an Investment Advisor Representative working at Natixis Advisors, LP in Boston, MA and has over 8 years of experience in the finance industry.

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