Mutual Advisors, LLC
Omaha, NE·SEC-registered · CRD #167658
Mutual Advisors, LLC is an SEC-registered investment advisory firm in Omaha, NE managing $8.5B across 28k client accounts, with 158 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$8.5B
Client accounts
28k
Advisory staff
158
Fee model
Fee-based
How Mutual Advisors, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Mutual Advisors, LLC
How much does Mutual Advisors, LLC manage?
Per its most recent SEC Form ADV filing (06/25/2026), Mutual Advisors, LLC reports $8.5B in regulatory assets under management across roughly 28k client accounts.
How does Mutual Advisors, LLC charge?
Mutual Advisors, LLC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Mutual Advisors, LLC a fiduciary?
Yes. Mutual Advisors, LLC is registered with the U.S. Securities and Exchange Commission (CRD #167658), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Mutual Advisors, LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Mutual Advisors, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Mutual Advisors, LLC's public SEC Form ADV filing (CRD #167658, filed 06/25/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Mutual Advisors, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Mutual Advisors, LLC? Claim this profile.