Collins Advisors, LLC

$176.4MAssets under management
as of May 2026 · SEC Form ADV
Buffalo, NY
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Tech stack

No one at Collins Advisors, LLC has shared their stack yet. Tools marked “spotted on their website” are linked from or built into Collins Advisors, LLC's own website (a client login, a scheduling link, a form). Work here? Add the tools you use. Compare with other firms. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Raymond James
Per Form ADV · $142M held · filed Mar 2024
Proposal Generation/Sales Enablement