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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Wave
- Established Date
- 05-26-2013
- Office Locations
- 91
Office Locations
About Mutual Advisors, LLC
Mutual Advisors (Mutual Group) partners with independent fee-based advisors and hybrid RIAs, offering RIA affiliation plus a “friendly” broker-dealer to support directly held commissionable assets and fee-only transformation. The firm provides transition, compliance, and operational resources while preserving advisor brand autonomy. Investment implementations commonly include ETFs and mutual funds. Notable: no overrides on advisory fees and direct access to experienced leadership.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
DAWN MARIE CLAUSSEN
Chief Compliance Officer, Chief Operating Officer
- CRD
- #5445747
- Ownership
- Less than 5%
NICHOLAS ARTHUR DAMIANI
CAO, Chief Administrative Officer, Executive Vice President
- CRD
- #5669491
- Ownership
- Less than 5%
Foundation wave
Wave pathway
- CRD
- #92691
- Ownership
- 6.9%
Showing 2 of 6 owners & executives
Unlock allContacts
Ricky Ackerman
Wealth Advisor
- CRD
- #6685452
JEFFREY ADLER
Founder
- CRD
- #5359335
Timber prime
Insight radial
- CRD
- #28609
Showing 2 of 155 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,383,656,340 | $333,466 |
| Non-Discretionary | $161,741,837 | $97,494 |
| Total | $8,545,398,177 | $318,858 |
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Separately Managed Accounts
Total SMA Asset: $8,545,398,177
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $366,807,413 | 9.5% |
| Equity - Exchange | $177,612,010 | 4.6% |
| Cash | $413,140,981 | 10.7% |
| Other | $810,837,438 | 21.0% |
| U.S. Government/Agency | $710,448,041 | 18.4% |
| Corporate - Investment Grade | $270,279,146 | 7.0% |
| Equity - OTC | $664,114,473 | 17.2% |
| Other | $447,891,157 | 11.6% |
| Total | $3,861,130,659 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| PRIME PEAK | UNISON VITAL | RZEGFO8Q1 | ASU | 3.76% | $112,894,192 |
| BEACON FOCUS | RIDGE ATLAS | AY9KBTBUR | UZWI | 10.46% | $85,964,197 |
| ZENITH FOUNDATION WAVE | MATRIX BRIDGE | FI1GA1WVM | GFB | 12.35% | $54,827,264 |
| SUMMIT FOUNDATION | FOCUS PIONEER | LGIINABME | SFCG | 3.91% | $44,935,184 |
| VERTEX MERIDIAN PATHWAY | ATLAS PRIME | 233AP94SS | CZCKY | 5.31% | $108,994,717 |
| EMBER PIONEER WAVE | HORIZON EAGLE | PUQ8F09NF | GFF | 2.02% | $70,958,618 |
| FOCUS BRIDGE | WAVE VALUE | FIDNXNZQR | WDDKP | 11.63% | $65,437,295 |
| RIDGE ELEMENT | FUSION ZENITH | 3C6TXQNFB | IITH | 7.28% | $82,639,584 |