Mfs Institutional Advisors Inc.

Mfs Institutional Advisors Inc. (CRD# 107144) is a financial advisory firm headquartered in Boston, MA. They manage $117,259,251,498 in 7,157 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    117,259
    MILLION
  • Total Number of Accounts
    7,157
    ACCOUNTS
  • Average Account Value
    $16,383,855
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Financial Advisors at Mfs Institutional Advisors Inc.
Showing 1 - 10 of 44 top financial advisors.
1
Kurt A. Beal
CRD#: 3204076
111 Huntington Avenue, Boston, MA 02199
93
Wealthminder
score

Kurt Beal (CRD# 3204076) is an Investment Advisor Representative working at Mfs Institutional Advisors Inc. in Boston, MA and has over 17 years of experience in the finance industry.

2
Kevin D. Britt
CRD#: 4005819
111 Huntington Avenue, Boston, MA 02199
93
Wealthminder
score

Kevin Britt (CRD# 4005819) is an Investment Advisor Representative working at Mfs Institutional Advisors Inc. in Boston, MA and has over 18 years of experience in the finance industry.

3
Steven D. Burkhardt
CRD#: 2922148
111 Huntington Avenue, Boston, MA 02199
93
Wealthminder
score

Steven Burkhardt (CRD# 2922148) is an Investment Advisor Representative working at Mfs Institutional Advisors Inc. in Boston, MA and has over 20 years of experience in the finance industry.

4
William J. Crouch
CRD#: 2334172
111 Huntington Avenue, Boston, MA 02199
93
Wealthminder
score

William Crouch (CRD# 2334172) is an Investment Advisor Representative working at Mfs Institutional Advisors Inc. in Boston, MA and has over 18 years of experience in the finance industry.

5
Matthew W. Crowther
CRD#: 2809726
111 Huntington Avenue, Boston, MA 02199
93
Wealthminder
score

Matthew Crowther (CRD# 2809726) is an Investment Advisor Representative working at Mfs Institutional Advisors Inc. in Boston, MA and has over 20 years of experience in the finance industry.

6
Victor S. Curtis
CRD#: 2428075
111 Huntington Avenue, Boston, MA 02199
93
Wealthminder
score

Victor Curtis (CRD# 2428075) is an Investment Advisor Representative working at Mfs Institutional Advisors Inc. in Boston, MA and has over 24 years of experience in the finance industry.

7
Michael J. Debiase
CRD#: 3252630
111 Huntington Avenue, Boston, MA 02199
93
Wealthminder
score

Michael Debiase (CRD# 3252630) is an Investment Advisor Representative working at Mfs Institutional Advisors Inc. in Boston, MA and has over 15 years of experience in the finance industry.

8
Robert Ferguson
CRD#: 5372209
111 Huntington Avenue, Boston, MA 02199
93
Wealthminder
score

Robert Ferguson (CRD# 5372209) is an Investment Advisor Representative working at Mfs Institutional Advisors Inc. in Boston, MA and has over 10 years of experience in the finance industry.

9
Michelle J. Franks
CRD#: 2475599
111 Huntington Avenue, Boston, MA 02199
93
Wealthminder
score

Michelle Franks (CRD# 2475599) is an Investment Advisor Representative working at Mfs Institutional Advisors Inc. in Boston, MA and has over 22 years of experience in the finance industry.

10
John P. Garrett
CRD#: 4636282
111 Huntington Avenue, Boston, MA 02199
93
Wealthminder
score

John Garrett (CRD# 4636282) is an Investment Advisor Representative working at Mfs Institutional Advisors Inc. in Boston, MA and has over 14 years of experience in the finance industry.

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