Mfs Institutional Advisors Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Boston, MA. Its latest Form ADV filing, dated March 31, 2026, reports $113.6B in regulatory assets under management, 1,311 employee, and 13,555 accounts.
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Other fee arrangements
Performance-based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 67.5% of total clients.
Top client categories% of clientsClients
1
Individuals
67.5%
9,145
2
SEE SCHEDULE D - MISCELLANEOUS
24.3%
3,294
3
HNWI
3.0%
407
4
Pension Plans
1.9%
253
5
Pooled Investment Vehicles
0.9%
124
Additional categories (<0.1%)
Investment Cos.<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$113.6Bas of March 31, 2026
Discretionary100.0%
$113.6B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$113.6B
Total Accounts13,555
10Y AUM Change$-2.7B (-2.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1,311
Clients per Employee10:1
10Y Employee Change+311 (+31.1%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.