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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 05-26-2013
- Office Locations
- 95
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.
Reported data analysis
What the numbers show
Between October 3, 2025 and June 25, 2026, reported AUM increased 26.6%, from $6.8B to $8.5B.
Across 5 reported observations, AUM increased 85.2% between December 16, 2022 and June 25, 2026, from $4.6B to $8.5B.
Of the latest reported AUM, 98.1% is discretionary and 1.9% is non-discretionary.
The firm reports 158 advisory representatives and 9,503 clients, or 60.1 clients per representative. That equates to $899.2K in reported AUM per client.
The profile lists 95 reported office locations and 13 years in operation. The source data was last updated on June 25, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Mutual Advisors, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
DAWN MARIE CLAUSSEN
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%
Showing 2 of 5 owners & executives
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Ricky Ackerman
Wealth Advisor
- CRD
- #6685452
JEFFREY ADLER
Founder
- CRD
- #5359335
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
SMA allocation detail is available
Mutual Advisors, LLC has reported separately managed account data across 9 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Mutual Advisors, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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