Mutual Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Omaha, NE. Its latest Form ADV filing, dated April 15, 2026, reports $8.5B in regulatory assets under management, 208 employees, 75 offices, and 26,800 accounts.
Assets Under Management
$8.5B
Employees
208
Offices
75 offices
Total Clients
9,473
Primary office
OMAHA, NE
9140 W DODGE ROAD, SUITE 230, OMAHA, NE, United States
Top client segmentIndividuals represent 75.0% of total clients.
Top client categories% of clientsClients
1
Individuals
75.0%
7,101
2
HNWI
23.1%
2,189
3
Pension Plans
1.1%
105
4
Corporations
0.8%
78
Categories with <5 clients
Sovereign wealth funds and foreign official institutions<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$8.5Bas of April 15, 2026
Discretionary98.1%
$8.4B
98% of total RAUM98.1%
Non-discretionary1.9%
$162M
2% of total RAUM1.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$8.5B
Total Accounts26,800
10Y AUM Change+$7.9B (+1333.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees208
Clients per Employee46:1
10Y Employee Change+150 (+258.6%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.