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MUTUAL ADVISORS, LLC
CRD 167658 · SEC 801-78089
9140 W DODGE ROAD, SUITE 230, OMAHA, NE, 68114, United States
Phone
307-439-6357
Fax
307-235-0700
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$8.55B
Discretionary AUM
$8.38B
Team
208 total employees; 158 advisory reps; 30 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersHOURLY CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 7101 | $2.03B |
| High net worth individuals | 2189 | $6.04B |
| Pension/profit sharing plans | 105 | $225.6M |
| Corporations/business entities | 78 | $207.3M |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
- https://www.stillwaterwm.com/
- https://www.adlercap.com/
- https://www.yourfrontoffice.com
- https://www.gaiacapital.com
- https://www.visionwealth.org
- https://www.bambooadv.com/
- https://nancewealth.com/
- https://www.sullivanwmg.com/
- https://larsenwealthstrat.com/
- https://www.mutual-advisors.com
- https://www.greyfoxfinancial.com
- https://www.northcountrywealth.com
- https://www.wealthmanagementstrategies.net
- https://www.215wealth.com
- https://www.wiilliseckfeldt.com
- https://www.wisecapitalpartners.com
- https://www.collopcapital.com
- https://www.erxwealthpartners.com
- https://www.resultpointfinancial.com
- https://www.financialjourney.com
- https://www.psiadv.com/
- https://www.contextwealth.com
- https://www.linkedin.com/in/aaron-jasper-mutualadv
- https://www.mutualhq.com
- https://www.winthroptaylor.com
- https://www.linkedin.com/company/mutualadvisors
- https://www.ltcapitalmanagement.com
- https://www.mutualrep.com
- https://www.myersdewitt.com
- https://www.monument-invest.com
- https://www.sonderwealth.com
- https://www.stoneford.com
- https://www.hcwadvisor.com
- https://www.delreycap.com/
- https://www.dchwealth.com
- https://www.dmi.solutions
- https://www.gpsinvest.com
- https://bradleysullivan.us1.advisor.ws/
- https://www.wiseoakwealth.com
- https://www.mutualsecurities.com
- https://www.cradvisors.com
- https://www.rosehillam.com/
- https://www.kingcapitalmgmt.com
- https://purplecloverwm.com/
- https://www.whitehousewealthmanagement.com
- https://www.polarisfinancialinc.com
- https://www.hoslerwm.com/
- https://www.kielyconsulting.com
- https://www.scanlonwealth.com/
- https://www.modwm.com/
- https://www.zealandwealth.com
- https://www.jswainfinancial.com/
- https://www.mutual.group/
- https://www.haddamroad.com/
Official SEC filing: View on IAPD