SourcingSourcing

MFS INSTITUTIONAL ADVISORS INC.

C40
CRD 107144·SEC 801-46433·BOSTON, MA
AUM
$113.59B
$1B+
Est. Revenue
$1.14B
@ 1% on AUM
Est. EBITDA
$340.8M
@ 30% margin
Est. Deal Value
$2.73B
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
MFS INSTITUTIONAL ADVISORS INC.
CRD
107144
SEC file #
801-46433
EIN
264340266
DBA names
—

Economics

AUM
$113.59B
AUM band
$1B+
AUM trajectory
'20'26
$118.22B → $113.59B▼ -4%
Client mix
Individuals Other9,145
Other3,294
Individuals High Net Worth407
Pension Profit Sharing Plans253
Pooled Investment Vehicles124

Operations

Employees (total)
1,311
Advisory staff (per ADV)
327
Advisory staff (5-yr trend)
'20'26
273 advisors → 327 advisors▲ +20%
Primary office
BOSTON MA
Branches
—

Custodian & Brokerage

Primary custodian
JPMorganlow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — investment companiesPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMPerformance-based feesOther Compensation

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
youtube.com/user/followmfs

Compliance

Disclosures (firm)
4
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MASSACHUSETTS FINANCIAL SERVICES
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
9
Control Persons
MASSACHUSETTS FINANCIAL SERVICES
DODDS, DEBORAH, LEIGH
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:youtube.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
30
Form 5500 Total Compensation
28,372,216
Form 5500 Compensation Trajectory 3y
202528,372,216
Form 5500 Plan Count Trajectory 3y
202530
Schedule C Total Compensation
28,372,216
Schedule C Service Provider Rows
30

SEC EDGAR

Edgar Cik
0002107257
Edgar Registered
Yes
Edgar Filing Count
2
Edgar First Filing Date
2026-02-06
Edgar Last Filing Date
2026-04-30
Edgar 13f Count
2
Edgar 13f Latest AUM Estimate
Filing Date2026-04-30
Accession0002107257-26-000004

Compliance & brand

Firm Registration Status
active

All other collected signals (13)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
50
Bc Firm Active IA Count
50
Bc Firm IAR Count
50
Custodian Candidates
Full
Jpmorgan20
Lpl Financial4
State Street4
E*trade4
Raymond James2
Edgar Addresses
Mailing
1005 W. CLEVELAND STREETTAMPA, FL 33606
Business
1005 W. CLEVELAND STREETTAMPA, FL 33606
Edgar EIN
264340266
Edgar Recent Filings
13F-HR2026-04-30 · 0002107257-26-000004
13F-HR2026-02-06 · 0002107257-26-000003
Fee Schedule
Bracket I87
Bracket V4
Bracket Vi2
Bracket Xi2
Bracket Ii1
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
110045
Trust Company Affiliate
Yes

People (59)

59
MASSACHUSETTS FINANCIAL SERVICES
Direct Owner · 87.5%
110045
DODDS, DEBORAH, LEIGH
Executive Officer · 2.5%
5985944
DRAGE, RICHARD, ALEXANDER
Executive Officer · 2.5%
8167911
HARDIN, HEIDI, WALTER
Executive Officer · 2.5%
2619251
KENNEY, SEAN, MARTIN
Executive Officer · 2.5%
4851636
LICEA-MAILLOUX, ROSA, ESMERALDA
Executive Officer · 2.5%
4817251
MODOONO, CHRISTINE, ELIZABETH
Executive Officer · 2.5%
8197252
SMELSTOR, JOSEPH, JOHN
Executive Officer · 2.5%
6247186
TAYLOR, ADITI, VISHAL
Executive Officer · 2.5%
3275545
GARY CURTIS HAMPTON
IAR
2837296
ANDY ODINGA TYNDALL
IAR
4080662
KURT ALLEN BEAL
IAR
3204076
Bridget Bingham
IAR
7422165
SCOTT TOMLINSON EDGCOMB
IAR
6254141
SEAN PATRICK MURPHY
IAR
5502370
JEFFREY EDWARD MACCUNE
IAR
5937539
RYAN MICHAEL KIRKWOOD
IAR
4717966
Marena Hnat-Dembitz
IAR
7818168
JAMES WILLIAM HAKEWILL
IAR
4825778
MICHAEL WILLIAM SCHWANEKAMP
IAR
1422123
DAVID GILBERT MARTINEZ
IAR
2211026
PATRICK MURPHY BEKSHA
IAR
6224900
ROBERT DAVID THOMSON
IAR
2053919
PETER DENIS LONCTO
IAR
2890933
JASON JAMES MORSKI
IAR
4869424
KEVIN MICHAEL HIGNEY
IAR
2888452
JOHN PATRICK GARRETT
IAR
4636282
VICTOR S CURTIS
IAR
2428075
RUSSELL ROBERT KILPATRICK
IAR
4367375
RYAN EDWARD MULLEN
IAR
2320577
KAREN LORRAINE IRELAND
IAR
4178276
Catherine Irene Christopher
IAR
7915440
JAMES MICHAEL IGNAZIO
IAR
2416315
KEVIN DALE BRITT
IAR
4005819
STEVEN DAVID BURKHARDT
IAR
2922148
CAROLINE DAIGLE Carey
IAR
5775578
JUSTIN ARTHUR HANSEN
IAR
4955303
PATRICK JOHN CARROLL
IAR
5516390
ROBERT FERGUSON
IAR
5372209
MATTHEW WADE CROWTHER
IAR
2809726
JANET ANN OLIVER
IAR
4471878
THOMAS PATRICK SHANLEY
IAR
5362508
SUZANNE CROUCH
IAR
2930475
SERGE PIERRE-LOUIS
IAR
5235258
Scott Dutcher
IAR
4457362
Natalie B Ochoa
IAR
7448128
CHRISTOPHER ROBERT CALLAHAN
IAR
5183237
MITCHELL ALAN TOFTE
IAR
6468136
Paul Andrew Centauro
IAR
7250106
Ryan Joseph Thelen
IAR
6335810
JACK BERNARD MCCAFFREY
IAR
5436516
JOE MARCOS VALENCIA
IAR
4132465
GRAHAM THOMAS KIMMERER
IAR
6101838
LORI PANUCCIO Hubbard
IAR
5319866
PHILIP WILLIAM MARTIN
IAR
3179645
Michael Francis Dembro
IAR
5918707
Julia Lynmore Perry
IAR
7264800
LAUREN MARY BYRNE
IAR
6024598
Paul Francis Cooney
IAR
4595501