MF Advisers, Inc.

Overview

MF Advisers, Inc. is an independent registered investment adviser focused on financial planning and portfolio management for individuals and small businesses. The firm runs a compact, equity-focused practice that emphasizes discretionary management — nearly all assets are managed on a discretionary basis — and leans on exchange-traded instruments as its primary implementation vehicle. Service delivery mixes traditional percentage-of-AUM advisory fees with hourly planning charges, which supports both ongoing portfolio oversight and standalone planning engagements. Client coverage spans individual and family relationships and some institutional work, with portfolios constructed around equities as the central allocation. MF Advisers, Inc. uses third-party managers for select alternatives exposure and supplements core equity holdings with mutual funds and annuity products where appropriate. The firm was recognized by FA Magazine in 2020 as a Top RIA firm.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices