Mfs Institutional Advisors INC.
Boston, MA·SEC-registered · CRD #107144
Mfs Institutional Advisors INC. is an SEC-registered investment advisory firm in Boston, MA managing $114B across 14k client accounts, with 327 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$114B
Client accounts
14k
Advisory staff
327
Fee model
Fee-only
How Mfs Institutional Advisors INC. is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
BEFORE YOU CALL MFS INSTITUTIONAL ADVISORS INC.
See how Mfs compares to your best-matched advisor
Answer a few questions and we'll match you with vetted fiduciary advisors screened for your goals, assets, and fees — then you can compare them side by side with Mfs Institutional Advisors INC.. Free, about 2 minutes, no obligation.
Client reviews
No reviews yet
Worked with Mfs Institutional Advisors INC.? Be the first to share your experience — every review is verified by a human before publishing.
Reviews are written by site users and human-moderated for authenticity; they are never provided or paid for by the firm. Star ratings reflect only published user reviews on AdvisoryReviews.
Common questions about Mfs Institutional Advisors INC.
How much does Mfs Institutional Advisors INC. manage?
Per its most recent SEC Form ADV filing (03/31/2026), Mfs Institutional Advisors INC. reports $114B in regulatory assets under management across roughly 14k client accounts.
How does Mfs Institutional Advisors INC. charge?
Mfs Institutional Advisors INC. is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Mfs Institutional Advisors INC. a fiduciary?
Yes. Mfs Institutional Advisors INC. is registered with the U.S. Securities and Exchange Commission (CRD #107144), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Mfs Institutional Advisors INC. taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Mfs Institutional Advisors INC. and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Boston, MA
Profile compiled from Mfs Institutional Advisors INC.'s public SEC Form ADV filing (CRD #107144, filed 03/31/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Mfs Institutional Advisors INC.. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Mfs Institutional Advisors INC.? Claim this profile.