Friendly Broker-Dealer
Hybrid is a custom-designed platform for advisors who integrate commissionable products into their fiduciary practice. We provide specialized compliance, service, operations, and technology capabilities, allowing you to navigate the regulatory landscape while offering tailored advisory services.
Established & Accessible
Specialized Hybrid Expertise:
Benefit from our deep-rooted expertise in supporting hybrid RIA models. We’ve been a leader in this space for nearly 20 years, providing a specialized program, not just an exception.
Advisor-Centric Partnership:
Experience a true partnership, not just a product push. We prioritize serving advisors and their clients, providing comprehensive support beyond product sales.
Seamless Integration:
Integrate commissionable products seamlessly into your fiduciary practice. We complement your RIA, providing the necessary support without dictating your business model.
Direct Business
In Brokerage Assets
RIAs Served
Support Staff
Differentiators
Competitive Payouts
Receive commission payouts ranging from 85%-92% for your active, commission-based practice. Plus, no override on fee-based business run through your RIA.
Custom-Tailored Compliance and Service
Benefit from a model that has been a mainstay of our advisor solutions for nearly 20 years, not just an afterthought.
Flexible Partnership
Experience a broker-dealer that acts as a key utility for your RIA, providing true flexibility and support.
Proactive Compliance Partnership
Work with a compliance team that acts as a helpful partner, navigating FINRA regulations and assisting with best practices.
Wide-Ranging Product Flexibility
Access a wide range of products that provide you with the flexibility you need to run your practice.
Why Mutual?
We’ve been doing this for more than 40 years, and we’re not going anywhere. You’ll find stability in a partner who has both the expertise and agility to adjust for your benefit.
Our time-tested solutions in compliance, service, operations, and technology provide a solid foundation on which your business can grow.
