Mutual Advisors, LLC

• A percentage of assets under your management
• Hourly charges
• Fixed fees (other than subscription fees)

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

Asset-based fee: up to 2% of assets a year (the maximum the brochure states)

As stated in the firm's Form ADV Part 2A brochure dated March 31, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site

$9,449,420,841 as of October 2026, filing dated September 30, 2026.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

• Financial planning services
• Portfolio management for individuals and/or small businesses
• Portfolio management for businesses (other than small businesses) or institutional clients
• Pension consulting services
• Selection of other advisers (including private fund managers)
• Other

Also doing business as

21:5 WEALTH MANAGEMENT, ADLER CAPITAL ADVISORS, BAMBOO FINANCIAL ADVISORS, BARRETT PLANNING GROUP, BEYOND, BEYOND FINANCIAL ADVISORS, CALIFORNIA RETIREMENT ADVISORS, COLLOP CAPITAL, CONTEXT WEALTH, DCH WEALTH MANAGEMENT, DEL REY CAPITAL MANAGEMENT, DMI WEALTH MANAGEMENT & INSURANCE SOLUTIONS, ERX WEALTH PARTNERS, FAIRBANKS WEALTH MANAGEMENT, FINANCIAL JOURNEY PARTNERS, FRONT OFFICE WEALTH STRATEGIES, GAIA CAPITAL MANAGEMENT, GREY FOX FINANCIAL PARTNERS, HADDAM ROAD ADVISORS, HAWTHORNE CAPITAL WEALTH ADVISORS, HOSLER WEALTH MANAGEMENT, INSIGHTFUL ADVISORY, IRONCLADNIL, KIELY CONSULTING, KING CAPITAL MANAGEMENT, LARSEN WEALTH STRATEGIES, LONG TERM CAPITAL MANAGEMENT, MONUMENT INVESTMENT ADVISORS, MUTUAL GROUP, MUTUAL GROUP INVESTMENT SOLUTIONS, MYERS DEWITT, NANCE WEALTH MANAGEMENT, NFUSE CPAITAL, NORTH COUNTRY WEALTH MANAGEMENT, OASIS ADVISERS, PASCARELLA PLANNING GROUP, POLARIS FINANCIAL, PRIME SOLUTIONS INVESTMENTS, PURPLE CLOVER WEALTH MANAGEMENT, R. S. PETERSON FINANCIAL, RESULTPOINT FINANCIAL, ROSEHILL ASSET MANAGEMENT, SCANLON WEALTH MANAGEMENT, SIERRA INVESTMENT ADVISORS, SILVER STATE WEALTH MANAGEMENT, SONDER PRIVATE WEALTH MANAGEMENT, SOUL WEALTH ADVISOR, SPECTRA PRIVATE WEALTH, STERLING OAKS FINANCIAL SERVICES, STILLWATER WEALTH MANAGEMENT, STONE & DOWN WEALTH MANAGEMENT, STONEFORD ADVISORS, SULLIVAN WEALTH MANAGEMENT GROUP, SWAIN FINANCIAL SERVICES, VISION WEALTH, WEALTH MANAGEMENT STRATEGIES, WEALTH PARTNERS, WHITEHOUSE WEALTH MANAGEMENT, WILLIS ECKFELDT, WINTHROP TAYLOR FINANCIAL, WISE CAPITAL PARTNERS, WISE OAK WEALTH, YIELD ADVISORY, ZEALAND WEALTH MANAGEMENT

Registration

SEC-registered investment adviser. Status as filed: Approved.

Registered since

2013 (13 years)

Employees

Total: 223. Performing investment advisory functions: 158.

Wrap fee program participation

Yes.

Custodians (Schedule D, Section 5.K(3))

Charles Schwab & Co., Inc.Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

Other offices (Schedule D, Section 1.F)

24 other offices, as of the October 2026 filing

Caledonia, MICamarillo, CACedarburg, WIChesterfield, MOClayton, MOCypress, TXEdwardsville, ILEl Segundo, CAGreensboro, NCKingwood, TXLatrobe, PAMercer Island, WANewton, MAOmaha, NEPasadena, CAPrescott, AZRoseville, CASan Jose, CAScottsdale, AZSt. Petersburg, FLSweetwater, TXValencia, CAVancouver, WAVisalia, CA

States registered or notice-filed

51 states or jurisdictions

AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWVWY

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Regulatory assets under management: $3,592,868,895 in the October 2021 data and $9,449,420,841 in the October 2026 data, up 163%.

Total employees: 202 in October 2021 and 223 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

1. October 2026
   • Regulatory assets under management went from $8,545,398,177 to $9,449,420,841 (+11%).
   • Updated its list of owners and control persons (Schedule A).
2. July 2026
   • Added the business name Ironcladnil.
   • Updated its list of owners and control persons (Schedule A).
3. June 2026
   • Updated its list of owners and control persons (Schedule A).
4. May 2026
   • Added the business name Larsen Wealth Strategies.
   • No longer lists the business name Larson Wealth Strategies.
5. April 2026
   • Regulatory assets under management went from $6,750,194,248 to $8,545,398,177 (+27%).
   • Employees performing advisory functions went from 123 to 158.
   • Added the business name Larson Wealth Strategies.
   • Added the business name Scanlon Wealth Management.
6. February 2026
   • No longer lists the business name Biltmore Advisors.
   • No longer lists the business name Carroll Wealth Management.
   • No longer lists the business name Connect Wealth.
   • No longer lists the business name Fox Financial Group.
   • No longer lists the business name Gianotti Wealth Advisory.
   • No longer lists the business name Global Portfolio Solutions.
   • No longer lists the business name W. McKinley & Associates.
7. November 2025
   • Updated its list of owners and control persons (Schedule A).

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.