COLLINS ADVISORS, LLC
SEC RegisteredBuilding Wealth For Generations
About the firm
Collins Advisors, LLC is a family business and fiduciary investment advisory firm that manages portfolios in-house with a focus on individual client objectives. The firm's staff has over 60 combined years of investment expertise and manages approximately $220 million. Their mission is to be a trusted financial service provider that creates individualized goals and personalized services to achieve growth and preserve each client's wealth.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
In-house portfolio management, retirement planning, tax efficiency, estate planning, risk management, insurance planning, and business services.
Who they serve
Families and individuals with unique financial needs and objectives seeking wealth preservation and growth across generations.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 473 | $32M |
| High Net Worth Individuals | 52 | $128M |
| Charitable Organizations | 56 | $16M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
Data as of March 6, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. COLLINS ADVISORS, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.