Mfs Institutional Advisors Inc.

Mfs Institutional Advisors Inc. (CRD# 107144) is a financial advisory firm headquartered in Boston, MA. They manage $128,519,177,590 in 8,586 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    128,519
    MILLION
  • Total Number of Accounts
    8,586
    ACCOUNTS
  • Average Account Value
    $14,968,458
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
  • Other
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
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, VI, VT, WA, WI, WV, WY

Financial Advisors at Mfs Institutional Advisors Inc.
Showing 41 - 44 of 44 top financial advisors.
41
Max A. Lepley
CRD#: 6956791
111 Huntington Avenue, Boston, MA 02199

Max Lepley (CRD# 6956791) is an Investment Advisor Representative working at Mfs Institutional Advisors Inc. in Boston, MA and has over 4 years of experience in the finance industry.

42
Jeffrey E. Maccune
CRD#: 5937539
111 Huntington Avenue, Boston, MA 02199

Jeffrey Maccune (CRD# 5937539) is an Investment Advisor Representative working at Mfs Institutional Advisors Inc. in Boston, MA and has over 11 years of experience in the finance industry.

43
Sean P. Murphy
CRD#: 5502370
111 Huntington Avenue, Boston, MA 02199

Sean Murphy (CRD# 5502370) 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.

44
Koji T. Peters
CRD#: 7022056
111 Huntington Avenue, Boston, MA 02199

Koji Peters (CRD# 7022056) is an Investment Advisor Representative working at Mfs Institutional Advisors Inc. in Boston, MA and has over 4 years of experience in the finance industry.

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