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MFS INSTITUTIONAL ADVISORS INC.

BOSTON, MA · CRD 107144 · IAPD ↗ · 617-954-5000

$113.59BRegulatory AUM
327Advisory reps
1311Employees
16Clients
n/aPlanning clients
6Private funds
53States
4Disclosures
wealthSegment
ApprovedSEC status

Filing changes

80
April 2024 — MFS INSTITUTIONAL ADVISORS INC. grew from 322 to 332 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.