Founded by a premier brokerage firm that was started in 1982, Mutual Advisors has an extensive record of knowledge and success servicing advisors.
We are an SEC Registered Investment Adviser and our fundamental purpose is to provide independent investment advisors with the regulatory framework, compliance oversight, asset management solutions, and technology excellence they need to succeed in a competitive market.
As a boutique firm who is intentional about the clients we bring on, we believe our size is an advantage because it opens the door for advisors we work with to maintain a personal relationship with our firm’s principals. We are a collective of specialists who are ready and able to serve your firm’s needs. We are committed to crafting personal solutions, highly specialized models, and practice management tools for growth that can help every advisor.
Chief Executive Officer
Chief Compliance Officer
Director of Investment Solutions
Director of Transitions
Director of Advisory Services