Dakota
Dakota
Book a Demo
Talk to an Expert

Cutter & Company, Inc

EST. AUM
$937,030,989

CONTACTS
11

CLIENT ACCOUNTS
2,368

Firm Details

Metro area St. Louis
CRD Number 22449
Website cutterco.com
Client types

Overview

Acquired by Prospera Financial Services in April 2025 Cutter & Company is an independent financial services firm that supports financial advisors in managing their businesses and serving their clients. The firm operates without the sales quotas or proprietary product requirements associated with larger corporations. Cutter & Company provides administrative and compliance support, including assistance with regulatory matters and back-office operations. Advisors have the flexibility to recommend investment solutions that align with their clients' needs. The firm focuses on supporting advisors' business models while maintaining compliance with industry regulations.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy