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Powering Your Success

We get that life and business goals are unique for every advisor. A personalized approach can make all the difference in supporting your success. Helping you to grow with confidence, to work smarter, to focus on what matters most. Our deep expertise can elevate you at all stages of your fiduciary journey - from investment management & asset transition, to technology, compliance and staffing support. Let’s simplify things.

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Who We Serve

Reinvent your
business for success.

Whatever shape your investment advisory business takes, we’re here to help you evolve and work simpler. We bring you curated technology, compliance support and back-of-house systems to work smarter, and ultimately, spend more time doing what you love.

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I’m ready for more

I need an experienced partner who will listen to help simplify and grow my practice.

I’m done with FINRA registration

I want to go to fee-only and continue serving my clients with commissionable accounts.

I'm looking for scale

I need help with staffing, operations and technology to support my growing practice.
How we help

The generator powering you to do more.

At Mutual, we offer a powerhouse suite of solutions to drive your business, in the way that works best for you. We provide you with all of the tools and back-of-house support you need, so you can focus on what matters most - your clients.

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Mutual Advisor

When you’re ready to
do it your way.

Maximize flexibility and independence. We bring the core infrastructure and services your practice needs to keep humming - compliance, service, operations and technology.

Evolve

Bye-bye broker-dealer.
We make it simple.

Are you looking to evolve your business and finally shift those broker/dealer assets? If it’s time to break the ties with FINRA, we offer a full brokerage asset transition solution, complete with service and technology support.

Outsourcing

Your virtual office team.
Let’s go.

Our team brings you immediate scale, eliminating the need  to hire, train, and retain.  Get experienced staffing resources for the clerical, administrative and operational needs of your advisory practice, as well as helping optimize your tech stack.

Hybrid

Your partner on both sides of the coin.

Still active with commissionable products in your practice? We offer a time-tested set of compliance, service, operations and technology capabilities to support you.

By the Numbers
Over $8.5B
Assets Under
Management
More than
800 Financial
Professionals Served
Champions of
Independence
for 40 Years
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Insights & Tips

Power in knowledge.

We’ve learned a lot in the last 40 years. And we’re always learning more.
Charge up with our current perspectives on the investment advisory
landscape, from tech stack advice, to best practice tips on operations
and marketing, to key dates for your calendar.

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Success stories

Built for the way you work.

Hear how we've partnered with our advisor community and powered them to take their business to the next level. Learn from the path they’ve taken with us to work simpler, better, smarter

“We wanted to do a better job for our clients, to take better care of them and grow as a result. With Mutual, they allowed us to outsource the pieces that we wanted to outsource. They helped us with compliance and the tools we wanted to use so we were able to focus on our clients and our clients only. They stayed out of our way in the areas we wanted them to, and helped us in areas we needed help in.”

Matt Donnelly
GreyFox Financial
Minneapolis, MN

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Success stories

Built for the way you work.

Hear how we've partnered with our advisor community and powered them to take their business to the next level. Learn from the path they’ve taken with us to work simpler, better, smarter

“We wanted to do a better job for our clients, to take better care of them and grow as a result. With Mutual, they allowed us to outsource the pieces that we wanted to outsource. They helped us with compliance and the tools we wanted to use so we were able to focus on our clients and our clients only. They stayed out of our way in the areas we wanted them to, and helped us in areas we needed help in.”

Matt Donnelly
GreyFox Financial
Minneapolis, MN