Mfs Investment Management
Boston, MA·SEC-registered · CRD #110045
Mfs Investment Management is an SEC-registered investment advisory firm in Boston, MA managing $514B across 399 client accounts, with 327 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$514B
Client accounts
399
Advisory staff
327
Fee model
Fee-only
How Mfs Investment Management is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Mfs Investment Management
How much does Mfs Investment Management manage?
Per its most recent SEC Form ADV filing (03/31/2026), Mfs Investment Management reports $514B in regulatory assets under management across roughly 399 client accounts.
How does Mfs Investment Management charge?
Mfs Investment Management 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 Investment Management a fiduciary?
Yes. Mfs Investment Management is registered with the U.S. Securities and Exchange Commission (CRD #110045), 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 Investment Management 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 Investment Management and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Mfs Investment Management's public SEC Form ADV filing (CRD #110045, filed 03/31/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Mfs Investment Management. 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 Investment Management? Claim this profile.