Mdt Advisers, A Division of Federated Mdta LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Boston, MA. Its latest Form ADV filing, dated March 16, 2026, reports $25.9B in regulatory assets under management, 21 employee, 1 office, and 2,360 accounts.
Assets Under Management
$25.9B
Employees
21
Offices
1 office
Total Clients
2,360
Primary office
BOSTON, MA
125 HIGH STREET, OLIVER STREET TOWER, 21ST FLOOR, BOSTON, MA, United States
Top client segmentIndividuals represent 82.8% of total clients.
Top client categories% of clientsClients
1
Individuals
82.8%
1,955
2
HNWI
10.7%
253
3
Pension Plans
2.8%
65
4
Corporations
2.1%
49
5
Investment Cos.
0.8%
19
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$25.9Bas of March 16, 2026
Discretionary100.0%
$25.9B
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$25.9B
Total Accounts2,360
10Y AUM Change+$23.7B (+1061.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees21
Clients per Employee112:1
10Y Employee Change-5 (-19.2%)
* 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.