Wealth Manager
    SEC Registered

    Mfs Institutional Advisors Inc.

    Registered investment advisor · Boston, Massachusetts · CRD #107144

    Subsidiary of Mfs Investment Management

    Assets Under Management
    $113.6B
    Client Accounts
    13,555
    Employees
    1,311
    CRD Number
    107144
    Registration
    SEC Registered
    Custodian
    The Northern Trust Company, State Street Bank And Trust Co., Jp Morgan Chase Bank, N.a. London, The Bank Of New York Mellon

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Mfs Institutional Advisors Inc.

    MFS Investment Management is a global investment manager founded in 1924, known for creating the first U.S. open-end mutual fund, the Massachusetts Investors Trust. With nearly a century of experience, MFS emphasizes innovation, active management, and long-term discipline, celebrating its centennial in 2024. The firm has a strong legacy of fiduciary responsibility and has adapted its strategies through various market challenges, including the Great Depression and the 2008 financial crisis. MFS

    Fee Structure

    Percentage of assets under management Yes
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Yes

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    Frequently Asked Questions

    What is Mfs Institutional Advisors Inc.'s AUM?

    Mfs Institutional Advisors Inc. reports approximately $113.6B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Mfs Institutional Advisors Inc. headquartered?

    Mfs Institutional Advisors Inc. is headquartered in Boston, Massachusetts.

    What is Mfs Institutional Advisors Inc.'s CRD number?

    Mfs Institutional Advisors Inc.'s CRD number is 107144. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Mfs Institutional Advisors Inc. manage?

    Mfs Institutional Advisors Inc. manages approximately 13,555 client accounts according to its latest SEC filing.

    Is Mfs Institutional Advisors Inc. SEC registered?

    Yes, Mfs Institutional Advisors Inc. is registered with the SEC as an investment adviser with an approved registration status.

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