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MFS INSTITUTIONAL ADVISORS INC.
CRD 107144 · SEC 801-46433
111 HUNTINGTON AVENUE, BOSTON, MA, 02199-7618, United States
Phone
617-954-5000
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$113.59B
Discretionary AUM
$113.59B
Team
1311 total employees; 327 advisory reps; 16 broker-dealer reps
Clients
—
Fees
Percentage of AUM; Performance-based fees; TRANSFER PRICING ARRANGEMENTS WITH AFFILIATES
Org form
Corporation
Filing date
2026-03-31
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (pooled vehicles)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 9145 | $2.18B |
| High net worth individuals | 407 | $1.02B |
| Investment companies | 2 | $748.6M |
| Pooled investment vehicles | 124 | $45.97B |
| Pension/profit sharing plans | 253 | $17.01B |
| Charitable organizations | 116 | $1.85B |
| State/municipal entities | 51 | $19.67B |
| Insurance companies | 37 | $7.79B |
| Sovereign wealth funds | 12 | $14.56B |
| Corporations/business entities | 114 | $606.3M |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD