MF Advisers, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$35,678,443
Total clients
177
2% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
89
Average account size
$201,573
About
MF Advisers, Inc. provides ongoing portfolio management and hourly financial planning to individuals, high‑net‑worth clients, and business entities. The firm reports discretionary portfolio management across household accounts and accepts directed brokerage and limited types of investments such as mutual funds, equities, bonds, ETFs, REITs, and government securities.
MFA documents client goals and constraints in an Investment Policy Statement and seeks discretionary authority to implement portfolios tailored to clients’ income, tax considerations, time horizon, and risk tolerance. The firm uses fundamental and cyclical analysis, may employ long‑ and short‑term trading and margin when appropriate, and performs account reviews at least monthly.
Noteworthy aspects include an affiliation with an accounting and tax practice (MF Tax & Accounting, Inc.), which the firm discloses as a related business interest, and principals who maintain significant outside business roles in data analytics and nonprofit finance. The firm also advertises third‑party ratings in its public materials and maintains an uncommon standing‑letter‑of‑authorization custody arrangement for a single client, each practices that are less common among similar supported firms.
Client services
Expertise
Fee options
$1 - $499,999: 1.00% $500,000 - $999,999: 0.75% $1,000,000+: 0.50%
$175 per hour
Main office location
MF Advisers, Inc.
Dallas PA, United States
Number of offices
2
Most active in
Florida · Pennsylvania · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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