Mutual Advisors, LLC

Registered investment advisor · Omaha, Nebraska · CRD #167658

Assets Under Management

$8.5B

Client Accounts

26,800

Employees

208

CRD Number

167658

Registration

SEC Registered

Custodian

Fidelity Brokerage Services Llc, Charles Schwab & Co., Inc.

Source: SEC Form ADV filings. Data as of 2026-07-06.

About Mutual Advisors, LLC

Investment Adviser Firm Summary. MUTUAL ADVISORS, LLC ( CRD # 167658/SEC#:801-78089 ) ... In addition, some investment advisers manage investment portfolios and ... Mutual Advisors, LLC offers investment management and advice, financial planning and consulting, ERISA 3(21) advisory services and wrap program accounts. Thinking of working with an advisor at Mutual Advisors, LLC? In this review, we explore the firm's fees, services, investment strategies and ...

Fee Structure

Percentage of assets under management Yes

Fixed fees Not reported

Hourly charges Not reported

Performance-based fees Not reported

Contacts, 13F holdings & brochure intel for Mutual Advisors, LLC

Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

Frequently Asked Questions

What is Mutual Advisors, LLC's AUM?

Mutual Advisors, LLC reports approximately $8.5B in regulatory assets under management, based on its most recent SEC Form ADV filing.

Where is Mutual Advisors, LLC headquartered?

Mutual Advisors, LLC is headquartered in Omaha, Nebraska.

What is Mutual Advisors, LLC's CRD number?

Mutual Advisors, LLC's CRD number is 167658. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.