Cincinnati, OH Office

Mutual Advisors provides investment management, financial planning and consulting, ERISA plan advisory and selection of third‑party money managers to a broad client base that includes individuals, high‑net‑worth clients, trusts, retirement plan participants, and institutional investors. The firm’s brochure also indicates it serves less common institutional clients, including sovereign wealth funds, and offers sub‑advisory, TAMP and wrap‑fee arrangements.

Client relationships are managed through Investment Adviser Representatives who deliver services on discretionary and non‑discretionary bases and tailor portfolios using a mix of active and passive strategies. The firm supplements its advice with third‑party tools — including a risk‑tolerance assessment platform and a “directly held account” order management platform for assets held outside the recommended custodian — and may access third‑party managers or model “signals” for implementation and rebalancing.

Compared with many peers, Mutual Advisors combines sizable institutional capabilities with operational flexibility: it reports about $8.5 billion in assets under management and maintains legacy and affiliated clearing relationships while supporting multiple external platforms and manager arrangements. The firm’s use of signal agreements, directly‑held account implementation, and explicit servicing for sovereign wealth and other institutional clients are notable operational features called out in its disclosures.