An entrepreneurial spirit is in our roots. Founded by a So-Cal floral shop owner in 1982, Mutual was created to address a need through collaborative and authentic service. First as Mutual Securities, Inc., then adding Mutual Advisors, and today as Mutual Group – we have evolved to serve RIA’s, Hybrids and everything in between. With over 40 years’ experience, we have deep expertise in brokerage, compliance, technology, and operations for advisors. Entrepreneurial to the core, we’re no-nonsense innovators with a nimble start-up approach. No egos, just results.
Borne from our ability to listen and learn, we understand how to tailor personalized solutions for each advisor. What grounds us is looking at the equation differently - our advisors’ success becomes our success, not the other way around.
At Mutual, you can rely on experience-led innovation. Our expertise has been shaped by a diverse and rich journey within the investment advisory industry. The constants over 40 years? Our dedication to innovation and serving advisors on their fiduciary path, sharing what we’ve learned along the way.
We understand that everyone’s life and business goals are different. However you define success, we’re ready to partner with you to achieve it. Supporting your growth as a fiduciary, your way. An authentic partnership, with the power to transform.
To transform the lives of our advisor community and power them towards success, enabling them to work smarter, and focus on what they love and do best.
To be an aspirational B2B leader in our industry, powering a cultural shift towards truly authentic partnerships. To enlighten our community on simpler, smarter ways to achieve personal success, and transform lives for the better.
Learn more about Mutual and the different ways we can help you grow with confidence and efficiency, knowing you are backed by a team with the experience and expertise to deliver scalable results.
What you won’t find at Mutual is an ivory tower. We are firmly on the ground floor and here to listen. Our daily inspiration is transforming lives…of advisors, their clients, our community, our team. These are our stories.
Looking for a career to power finding a better you? Ready to join an authentic and truly collaborative team? Want to be surrounded by knowledge and supercharge your learning. Reinvent your future with Mutual. View our career opportunities here.
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