Caledonia, MI Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Mutual Advisors, LLC
Multi-team
Firm-wide stats for Mutual Advisors, LLC
About
Mutual Advisors, LLC serves a broad client mix that includes individual investors (both non‑HNW and high net worth), trusts and estates, retirement plan participants and sponsors, qualified purchasers, and institutional investors. Its Form ADV describes a range of services including asset management, financial planning and consulting, ERISA plan advisory & consulting, selection of third‑party money managers, sub‑advisory and wrap‑fee programs.
The firm provides advisory services on both discretionary and non‑discretionary bases and manages portfolios using a blend of active and passive strategies with an emphasis on diversification and alignment to each client’s stated objectives. Its IARs use multiple analytical approaches — including technical, fundamental, charting, relative‑strength and Modern Portfolio Theory — and the firm deploys third‑party tools such as a risk‑tolerance platform and a direct‑held account platform to tailor allocations for accounts like 401(k)s, 403(b)s, 529 plans and variable annuities.
Compared with many multi‑team peers, Mutual Advisors is notable for the scale and breadth of its institutional work — managing roughly $9.45 billion across 154 advisors — and for serving less common institutional types, including sovereign wealth fund clients. The ADV also discloses operational features that distinguish its offering: use of an Outsource Insurance Desk (OID) for annuity access, relationships with third‑party managers and TAMPs, and an affiliated broker‑dealer, all of which shape the firm’s service mix and are documented in its disclosures.
Based on Mutual Advisors, LLC
Expertise
Based on Mutual Advisors, LLC
Location
Caledonia MI
Advisors at this office
3
Advisors at this office
Zachary G
Series 63, Series 66
Caledonia, MI
Mutual Advisors, LLC
Zachary Grusell is a financial advisor at Mutual Advisors, LLC with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Eagle Strategies (NY Life) and New York Life Insurance Company. Outside of his advisory role, he coaches lacrosse with True Lacrosse in Grand Rapids, MI. Mutual Advisors serves a broad range of clients, including individual investors, trusts, retirement plans, and institutional investors, offering asset management, financial planning, and consulting services. The firm employs a mix of active and passive strategies tailored to client objectives and is notable for managing approximately $9.45 billion across 154 advisors, with a significant focus on institutional clients such as sovereign wealth funds.
Ryan G
Series 66
Caledonia, MI
Mutual Advisors, LLC
Ryan Goosen is a Series 66-licensed financial advisor with nine years of industry experience. He has been with Mutual Advisors, LLC since 2021 and previously worked at 2M Financial Group, LLC and New York Life affiliates from 2017 to 2021. Outside of his advisory role, he is an independent insurance agent assisting clients with risk management through life insurance. Mutual Advisors, LLC serves a broad client base including individuals, trusts, retirement plans, and institutional investors, managing approximately $9.45 billion across 154 advisors. The firm employs a combination of active and passive strategies and utilizes multiple analytical approaches and third-party platforms to tailor portfolio allocations to client objectives.
Christopher R
Series 63, Series 65
Caledonia, MI
Mutual Advisors, LLC
Christopher Ralph is a financial advisor at Mutual Advisors, LLC with six years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Eagle Strategies, 2M Financial Group, NYLIFE Securities LLC, and New York Life Insurance Company. Mutual Advisors serves a diverse client base including individual investors, trusts, retirement plan participants and sponsors, qualified purchasers, and institutional investors. The firm employs a combination of active and passive investment strategies tailored through multiple analytical approaches and manages approximately $9.45 billion across 154 advisors.
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