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- Custodian
- Charles Schwab & Company · Raymond James
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 03-01-2003
- Office Locations
- 1
Office Locations
About Collins Advisors, LLC
Collins Advisors, LLC is a Buffalo, NY fiduciary, family-run RIA serving families and business owners with in-house portfolio management and goal-based financial planning. The firm supports retirement and tax-efficient strategies, estate and insurance planning, and risk management, using a structured risk-tolerance “Risk Number” process. Portfolios commonly use diversified asset allocation across ETFs, index funds, and fixed income.
Reported data analysis
What the numbers show
Between March 31, 2025 and May 7, 2026, reported AUM increased 11.0%, from $158.9M to $176.4M.
Across 5 reported observations, AUM increased 31.7% between March 29, 2022 and May 7, 2026, from $133.9M to $176.4M.
Of the latest reported AUM, 98.7% is discretionary and 1.3% is non-discretionary.
The firm reports 1 advisory representatives and 581 clients, or 581 clients per representative. That equates to $303.6K in reported AUM per client.
The profile lists 1 reported office location and 23 years in operation. The source data was last updated on May 7, 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 Collins Advisors, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
MARY LEE COLLINS
Managing Member, Owner
- CRD
- --
- Ownership
- 50% but less than 75%
CHRISTINE LEE COLLINS-SCHWINGER
Chief Compliance Officer
- CRD
- #5987515
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
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ANNA MARIA PUJOLAS
--
- CRD
- #4689186
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $174,146,226 | $300,252 |
| Non-Discretionary | $2,250,716 | $1,125,358 |
| Total | $176,396,942 | $303,088 |
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Separately Managed Accounts
SMA allocation detail is available
Collins Advisors, LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.