Clients
Fiera Capital serves 4,643 clients, 3,087 of them high-net-worth individuals. The average client has about $3.7 million with the firm, and high-net-worth clients hold 33% of its $17.3 billion in assets.
- High-net-worth individuals3,087 clients33%
- Investment companies3 clients2%
- Pooled investment vehicles23 clients15%
- Pension and profit-sharing plans67 clients5%
- Charitable organizations98 clients3%
- OtherState or municipal government entities, Corporations and other businesses, Individuals, Other43%
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 509 | $249,602,964 | 1.4% | $490K |
| High-net-worth individuals | 3,087 | $5,659,291,426 | 32.8% | $1.83M |
| Investment companies | 3 | $351,639,180 | 2.0% | $117.2M |
| Pooled investment vehicles | 23 | $2,534,125,229 | 14.7% | $110.2M |
| Pension and profit-sharing plans | 67 | $837,021,875 | 4.8% | $12.5M |
| Charitable organizations | 98 | $530,422,653 | 3.1% | $5.41M |
| State or municipal government entities | 18 | $2,927,157,963 | 16.9% | $162.6M |
| Corporations and other businesses | 438 | $4,008,319,749 | 23.2% | $9.15M |
| Other | 400 | $177,921,632 | 1.0% | $445K |
| Total | 4,643 | $17,275,502,671 | 100% | $3.72M |
- Clients
- 509
- Regulatory AUM
- $249,602,964
- Share
- 1.4%
- Avg. per client
- $490K
- Clients
- 3,087
- Regulatory AUM
- $5,659,291,426
- Share
- 32.8%
- Avg. per client
- $1.83M
- Clients
- 3
- Regulatory AUM
- $351,639,180
- Share
- 2.0%
- Avg. per client
- $117.2M
- Clients
- 23
- Regulatory AUM
- $2,534,125,229
- Share
- 14.7%
- Avg. per client
- $110.2M
- Clients
- 67
- Regulatory AUM
- $837,021,875
- Share
- 4.8%
- Avg. per client
- $12.5M
- Clients
- 98
- Regulatory AUM
- $530,422,653
- Share
- 3.1%
- Avg. per client
- $5.41M
- Clients
- 18
- Regulatory AUM
- $2,927,157,963
- Share
- 16.9%
- Avg. per client
- $162.6M
- Clients
- 438
- Regulatory AUM
- $4,008,319,749
- Share
- 23.2%
- Avg. per client
- $9.15M
- Clients
- 400
- Regulatory AUM
- $177,921,632
- Share
- 1.0%
- Avg. per client
- $445K
Total
- Clients
- 4,643
- Regulatory AUM
- $17,275,502,671
- Share
- 100%
- Avg. per client
- $3.72M
What it does
Fiera Capital provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled vehicles, portfolio management for institutions and selecting other managers. It is paid through a percentage of assets.
Fiera Capital advises 5 private funds.
99.5% of assets ($17.19B across 4,600 accounts) are managed with discretion; $87.1M across 43 accounts are not. $3.20B sits in a wrap fee program the firm both sponsors and manages. 1% of clients are outside the U.S., and 95 clients received advice without assets under management last fiscal year.
What the accounts hold
- Stocks62%
- Bonds35%
- State and local bonds29%
- U.S. government and agency bonds3%
- Investment grade corporate bonds3%
- Cash3%
Custodians
Fiera Capital’s client accounts are held mainly at Brown Brothers Harriman &, with 10% of managed assets, and State Street Bank, with 10%. Fiera Capital has custody of $1.67B for 5 clients.
- State Street BankState Street Bank Corporation · Boston, MA · $1.74B10%
- Goldman Sachs &Goldman Sachs & Co. LLC · New York, NY · $1.52B9%
- J.P. MorganJP Morgan Chase Bank, N.A. · New York, NY · $1.51B9%
- Brown Brothers Harriman &Brown Brothers Harriman & Co. · New York, NY · $1.80B10%
- All other custodians$10.72B62%
Ownership and leadership
Fiera US Holding Inc. owns 75% or more of Fiera Capital, and Eric Roberts is its CEO.
- Owns 75% or more of Fiera Capital Inc.
Fiera US Holding Inc.
Control person · since October 2013
- Owns 75% or more of Fiera US Holding Inc.
Fiera Capital Corporation
Control person · since October 2013
Leadership
- Eric RobertsExecutive Director, Chief Executive Officer Fiera USA & Director
- Carolyn DolanExecutive Vice President, Head of Private Wealth, U.S.
- Scott EinhornExecutive Vice President, Regional Managing Partner
- Brandon LockerbyVice President of Finance, US
- Lucas PontilloExecutive Director, Global Chief Financial Officer and Head of Corporate Strategy & Director
- Laura PentimoneChief Compliance Officer & Head of Compliance, U.S.
Staff
- 95 employees
- 37 in advisory functions
- 5 state-registered reps
- 12 broker-dealer reps
- 3 soliciting firms
Fees
Fiera Capital is paid through a percentage of assets under management.
Fiera Capital’s fee rates are not included in this profile. Find its brochure on the SEC’s site.
Offices and registrations
Besides its headquarters, Fiera Capital has 2 offices, with 3 listed addresses across 3 states.
Massachusetts · 1 listed address
- 200 State Street, Boston
New York · 1 listed address
- 477 Madison Avenue, Suite 720, New YorkHQ
Ohio · 1 listed address
- 10050 Innovation Drive, Dayton
Registration details
- Legal name
- Fiera Capital Inc.
- Headquarters
- 477 Madison Avenue, Suite 720, New York, NY 10022
- Phone
- 212-300-1600
- SEC file
- 801-8948
- Structure
- Delaware corporation
- Fiscal year end
- December
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov
Common questions
How many clients does Fiera Capital have?
Fiera Capital has 4,643 clients and manages $17.3 billion for them, as of August 2026. They include 3,087 high-net-worth individuals, 509 other individuals and 438 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 21 August 2026
What services does Fiera Capital offer?
Fiera Capital provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled vehicles, portfolio management for institutions and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Fiera Capital use?
Fiera Capital’s separately managed account assets are held at Brown Brothers Harriman & Co. (New York, NY), with $1,798,554,083, State Street Bank Corporation (Boston, MA), with $1,736,463,313, Goldman Sachs & Co. LLC (New York, NY), with $1,516,334,839 and JP Morgan Chase Bank, N.A. (New York, NY), with $1,507,671,099. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 21 August 2026
How many financial advisors does Fiera Capital have?
Fiera Capital has 5 investment adviser representatives registered with state securities authorities, out of 95 employees, and 37 perform investment advisory functions. 12 are registered representatives of a broker-dealer and 0 are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Fiera Capital invest in?
At the end of its last fiscal year, Fiera Capital’s separately managed accounts held 62% exchange-traded equities, 29% state and local bonds, 3% U.S. government and agency bonds, 3% investment grade corporate bonds and 3% cash and equivalents. It advises 5 private funds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Fiera Capital?
Fiera Capital is owned through a holding company by Fiera Capital Corporation. Its direct owner is Fiera US Holding Inc. (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 21 August 2026
How does Fiera Capital get paid?
Fiera Capital is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file