home for independent fee-based financial advisors
Powering Your Success
For Over 40 Years
Great partnerships are always Mutual
Choose Your Path:
Reliable
Approachable
Flexible
Mutual Opened Its Doors
Financial Professionals Served
Advisory Teams
Direct Business Brokerage Assets
Advisory AUM
Mutualites
Being independent doesn’t mean being alone.
Proven Solutions & Stability
Since 1982, we’ve offered proven solutions that contribute to your success. As a privately owned firm, we’re guided by a lasting vision and a strong culture.
True Independence, Real Support
Build your business on your terms—backed by a thoughtful team and comprehensive resources. It’s freedom, elevated and shared.
Flexibility Meets Comprehensive Solutions
Access a full spectrum of services and solutions your way—supported by extensive resources and complete advisor autonomy. We break the mold.
Authentically Approachable Team
Experience a refreshingly real, down-to-earth culture—no suits, no stuffiness—just genuine people focused on your success.
Hands-On Partnership
Enjoy direct access to experienced leadership in a collaborative culture that values you as a partner, not a number. Count on personalized support, open communication, and a team united by one mission: your success.
Our Solutions
RIA Affiliation
Partnership
Partnering with independent, fee-based financial advisors, providing them the resources, support, and flexibility to maintain complete control over their brand and business.
Friendly
Broker-Dealer
Custom-designed friendly broker-dealer solution for Hybrid RIAs who integrate directly-held commissionable assets into their advisory business, with no overrides on advisory fees generated through the RIA.
Fee-Only Transformation
A first to market broker-dealer solution for independent RIAs that unlocks the power to provide advisory services for advisory fee revenue on direct broker-dealer assets.
Powering success through partnership.
Powering success through partnership.
We empower advisors to build a practice that reflects their vision. With innovative solutions, personalized support, and a collaborative approach to compliance, we help you transition to true independence while fueling your growth.
Whether you’re looking to partner with an RIA, a friendly broker-dealer, or to transform your direct broker-dealer business into fee-based revenue, we’re happy to help.
Why advisors choose us.
What’s next?
1
Meet Up
Start by scheduling a conversation with our team. We’ll learn about your goals and explore how Mutual Group can align with your vision.
2
Match Up
We’ll tailor a personalized plan that fits your business model, ensuring seamless integration with our resources, technology, and support.
3
Move Up
Once you’ve joined, we’ll guide you through the transition and provide ongoing, hands-on support to help you grow and thrive in your independent business.
Our Team
At Mutual Group, we don’t just have leaders; we have partners invested in your success. Our leadership team offers direct, personal support, ensuring you have the guidance, expertise, and resources you need to thrive.
With decades of industry experience, you’ll have a team of experts beside you every step of the way.