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MUTUAL ADVISORS, LLC

OMAHA, NE · CRD 167658 · IAPD ↗ · stillwaterwm.com · 307-439-6357

$9.45BRegulatory AUM
158Advisory reps
223Employees
30Clients
251-500Planning clients
0Private funds
51States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
April 2026 — MUTUAL ADVISORS, LLC reported RAUM up 27% ($6.75B -> $8.55B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
85
April 2026 — MUTUAL ADVISORS, LLC grew from 123 to 158 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
December 2025 — MUTUAL ADVISORS, LLC added office(s): 74 -> 75 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
April 2025 — MUTUAL ADVISORS, LLC shrank from 132 to 123 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
45
October 2024 — MUTUAL ADVISORS, LLC filed an Item 4A succession naming MUTUAL ADVISORS, LLC (CRD 167658) — an entity change, not a deal.
Item 4A succession where the acquired firm is the same business (entity change, not a deal).
Integration & migration consultingCompliance
47
October 2024 — MUTUAL ADVISORS, LLC notice-filed in RI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
September 2024 — MUTUAL ADVISORS, LLC notice-filed in DC, MS, VT, WV.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2024 — MUTUAL ADVISORS, LLC added office(s): 71 -> 75 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
66
April 2024 — MUTUAL ADVISORS, LLC reported RAUM up 31% ($5.31B -> $6.95B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.