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- Custodian
- LPL Financial
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 04-07-2015
- Office Locations
- 1
Office Locations
About Collier Financial, INC
Collier Financial is an independent Denver RIA singularly focused on pre-retirees and retirees, delivering holistic financial planning and investment management tailored to retirement income, risk management, and portfolio construction. The firm emphasizes a small-team, hands-on client experience with access to broad solutions and no product quotas, supporting implementation via platforms such as LPL Financial and ETF-based portfolios.
Reported data analysis
What the numbers show
Between March 24, 2025 and March 27, 2026, reported AUM increased 14.0%, from $140.8M to $160.5M.
Across 5 reported observations, AUM increased 38.9% between March 29, 2022 and March 27, 2026, from $115.6M to $160.5M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 172 clients, or 172 clients per representative. That equates to $933.2K in reported AUM per client.
The profile lists 1 reported office location and 11 years in operation. The source data was last updated on March 27, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Collier Financial, INC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
BRANDON JAMES COLLIER
Chief Compliance Officer, MANAGING PRINCIPAL
- CRD
- #4848028
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $160,507,524 | $371,545 |
| Non-Discretionary | $0 | -- |
| Total | $160,507,524 | $371,545 |
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Separately Managed Accounts
SMA allocation detail is available
Collier Financial, INC has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.