Mutual Advisors, LLC Employee Directory

Financial ServicesWyoming, United States11-50 Employees

Mutual Group, based in Casper, Wyoming, is a financial services firm that supports independent advisors and hybrid models with brokerage, compliance, technology, and operations expertise. With four decades of experience, the organization serves RIAs and related advisory structures through services that span back-office functions and regulatory readiness. Its history traces from Mutual Securities, Inc., to Mutual Advisors, and now operates as Mutual Group, reflecting an expanded scope of services for advisory firms.

Its client base includes registered investment advisors and hybrids seeking practical, scalable back-office support rather than traditional broker-dealer arrangements. The company emphasizes a collaborative, entrepreneurial approach that prioritizes delivering results for its clients. In October 2024, the group announced the appointment of a general counsel and chief compliance officer, marking a governance and compliance enhancement.

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