San Jose, CA Metro Drive 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
101 Metro Drive, Suite 264
San Jose CA 95110
Advisors at this office
4
Advisors at this office
Scott M
Series 66
San Jose, CA
Mutual Advisors, LLC
Scott Manley is a financial advisor with Mutual Advisors, LLC, holding a Series 66 credential and bringing 26 years of industry experience. He has worked at Mutual Advisors and Mutual Securities since 2018 and previously spent 18 years with Elaine Manley, Inc. and Waddell & Reed, Inc. Outside of advisory work, Manley is involved in authoring and selling financial books through Financial Journey Partners, Inc., which he directs. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, retirement plans, and institutional investors. The firm offers a range of services such as asset management and consulting, employing a mix of active and passive strategies tailored through multiple analytical approaches and third-party tools, and is notable for its large-scale institutional work and use of specialized operational features.
Elaine M
CFP®, Series 63, Series 65
San Jose, CA
Mutual Advisors, LLC
Elaine Manley is a CFP® professional with 40 years of industry experience, currently serving at Mutual Advisors, LLC and Mutual Securities, Inc. since 2018. Her prior experience includes roles at eMoney Advisors and Waddell & Reed, Inc., along with operating her own firm, Elaine Manley, Inc., for 20 years. She serves on the Board of Directors of the League of Women Voters Cupertino-Sunnyvale and is also a published book author. Mutual Advisors, LLC provides asset management, financial planning, and consulting services to a diverse client base that includes individual investors, trusts, retirement plans, and institutional clients. The firm manages portfolios using a combination of active and passive strategies tailored to each client's objectives and is noted for its extensive institutional work and specialized service offerings.
Linda T
CFP®, Series 66
San Jose, CA
Mutual Advisors, LLC
Linda Tjiputra is a CFP® professional with 25 years of industry experience and is currently affiliated with Mutual Advisors, LLC. She has worked at Mutual Advisors since 2018 and has prior experience at firms including Waddell & Reed and Scott Manley. In addition to her advisory role, she operates as an independent insurance agent. Mutual Advisors, LLC provides advisory services to a diverse client base, including individual investors, trusts, retirement plans, and institutional clients. The firm manages portfolios using a combination of active and passive strategies and employs various analytical techniques to tailor investment solutions to client objectives.
Flavio P
Series 66
San Jose, CA
Mutual Advisors, LLC
Flavio Pando Jr. is a Series 66-credentialed financial advisor with 13 years of industry experience, currently with Mutual Advisors, LLC since 2018. His prior experience includes positions at Elaine Manley, Inc. and Waddell & Reed, Inc. He is also active as an independent insurance agent and is a licensed real estate sales representative. Mutual Advisors, LLC serves a diverse client base that includes individual investors, trusts, retirement plans, and institutional clients. The firm employs a mix of active and passive strategies with a focus on diversification and uses multiple analytical approaches to tailor portfolios according to client objectives.
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