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Massachusetts Financial Services Company

● SEC registered since 1982CRD 110045SEC# 801-17352Boston, MA
Export (members)
Reg. AUM
$514.05B
Employees
1,244
Accounts
355
Location
Boston, MA

Massachusetts Financial Services Company assets under management

Massachusetts Financial Services Company is an investment advisory firm registered with the SEC based in Boston, MA. The firm has been registered since 1982. It reports $514.1 billion in regulatory assets under management and employs 1,244 people.

Massachusetts Financial Services Company owners & executives

15 reported
NameTitleOwnershipSince
Edward Murray Maloney ControlDirector, President And Chief Executive OfficerUnder 5%2025
Heidi Walter Hardin ControlDirector, Executive Vice President, General Counsel, And SecretaryUnder 5%2017
John Malcolm Corcoran ControlChief Financial OfficerUnder 5%2025
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Frequently asked questions

How much does Massachusetts Financial Services Company manage?

Massachusetts Financial Services Company reports $514.1 billion in regulatory assets under management on its Form ADV.

How many employees does Massachusetts Financial Services Company have?

Massachusetts Financial Services Company reports 1,244 employees.

Where is Massachusetts Financial Services Company located?

Massachusetts Financial Services Company is based in Boston, MA and has been SEC-registered since 1982.

Does Massachusetts Financial Services Company disclose fund performance?

Massachusetts Financial Services Company is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address111 Huntington Avenue, Boston, MA 02199-7618
Phone617-954-5000
Office hours9 a.m. - 5 p.m.
SEC regionBoston Regional Office (BRO)
CIK912938
Discloses disciplinary historyYes

Regulatory AUM

$514.05B▲ 13%
Jan '25 — $454.33BFeb '25 — $454.33BMar '25 — $47.3MApr '25 — $47.3MMay '25 — $47.3MJun '25 — $47.3MJul '25 — $47.3MAug '25 — $47.3MSep '25 — $47.3MOct '25 — $473.03BNov '25 — $473.03BDec '25 — $473.03BJan '26 — $473.03BFeb '26 — $473.03BMar '26 — $514.05BApr '26 — $514.05BMay '26 — $514.05BJun '26 — $514.05B
Jan '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 1%
Larger than 99% of 16,271 advisers
EmployeesTop 1%
More than 99% of 16,825 advisers

Assets under management

$514.05Bregulatory AUM
Discretionary $476.82BNon-discretionary $37.23B