Collins Investment Group, LLC

What Collins Investment Group, LLC does

Collins Investment Group, LLC was a privately-held registered investment advisory firm founded in 2009, headquartered in Bethesda, Maryland. The firm served individual investors and high-net-worth clients with wealth management services including financial planning, investment management, retirement accounts, and wealth preservation, delivering advice through a personalized, relationship-driven model. Operations were conducted under a registered investment advisory framework, with custodial partnerships supporting client account access.

In 2023, Collins Investment Group completed a merger with XML Financial Group and adopted the parent firm's name, logo, and platforms. Post-merger, the collinsinvestmentgroup.com domain redirects to XML Financial Group, and the CIG team continues to deliver wealth management services under the XML Financial Group banner. Securities services flow through XML Securities, LLC, a wholly-owned FINRA/SIPC member broker-dealer headquartered in Falls Church, Virginia. The combined entity now maintains offices across the Mid-Atlantic (Falls Church, Rockville, Bethesda, Fort Washington) and in Breckenridge, Colorado, with clients accessing accounts through multiple custodian platforms including First Clearing, Fidelity, and proprietary XML Vault and Wealth Portal portals.

The business model is fee-based wealth management, with pricing not publicly disclosed and delivered through a direct, registered-advisor go-to-market motion. Customer acquisition is primarily referral-driven for a horizontal HNW persona segment, supplemented by an XML Financial Group website with newsletter sign-up capability and an AARP BankSafe endorsement signaling senior-focused trust positioning. Kristian Price is identified as Founder. The firm is no longer operating under the Collins Investment Group brand, having been absorbed into XML Financial Group.

Name

Collins Investment Group, LLC

Legal name

Collins Investment Group, LLC

Website

https://collinsinvestmentgroup.com

Company type

Private

Founded year

2009

Operating status

Acquired

Headcount range

1–10 employees

Short description

Collins Investment Group was a Bethesda-based registered investment advisor serving individual and high-net-worth investors with wealth management, financial planning, and retirement services; in 2023 it merged with XML Financial Group and now operates under the XML Financial Group banner.

Ownership category

akta.pro rank

Headquarters

HQ city

Bethesda

HQ country

United States

HQ region

North America

Offices5 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Distribution channels1 record

Marketing channels1 record

Core offering

Collins Investment Group, LLC is a registered investment advisory firm providing personalized wealth management, financial planning, and investment management services to individual investors and high net worth individuals. Following its 2023 merger with XML Financial Group, the firm now operates under the XML Financial Group banner, with securities brokerage services continuing through its wholly-owned subsidiary XML Securities, LLC (Member FINRA/SIPC). Clients access accounts through multiple custodian platforms including First Clearing and Fidelity.

Product overview

XML Financial Group is a unified wealth management platform offering comprehensive financial services following its 2023 merger with Collins Investment Group. The platform provides investment management, financial planning, and securities services through affiliated entity XML Securities, LLC (Member FINRA/SIPC). Clients access their accounts through multiple custodian platforms including First Clearing and Fidelity, with additional access via proprietary XML Vault and Wealth Portal portals. The company maintains offices across multiple Mid-Atlantic and Colorado locations.

Differentiator

Problem solved

Functional benefit

Products and services

• Collins Investment Group Wealth Management Personalized wealth management, financial planning, and investment management services for individual investors and high net worth individuals, including retirement account services and access through multiple custodian platforms (First Clearing, Fidelity).
• XML Financial Group Wealth Management (post-merger) Comprehensive wealth management platform offering personalized financial guidance, investment management, and account access via multiple custodian platforms (First Clearing, Fidelity) and proprietary portals (XML Vault, Wealth Portal), offered to individual investors under the XML Financial Group brand.

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Three partnerships are on record.

• First ClearingOthersFirst Clearing serves as the custodian for client accounts, providing back-office clearing and custody services. Clients access their accounts through the First Clearing platform.
• FidelityOthersFidelity is referenced as a login option for clients to access their accounts through Fidelity's trading platform.
• AARPOthersXML Financial Group displays the AARP Banksafe logo, indicating participation in the AARP BankSafe initiative for senior financial safety.

Recent moves3 records

Expansion highlights3 records

Direct peers

• Creative Planning: Large national RIA offering comprehensive wealth management to HNW individuals, comparable in service mix (financial planning, investment management) and customer segment.
• Carson Group: Wealth management firm that partners with advisors and provides RIA, broker-dealer, and back-office services — closely analogous to the XML Securities + CIG advisory structure.
• Buckingham Strategic Wealth: RIA focused on evidence-based financial planning and investment management for HNW clients, with a registered broker-dealer affiliate for securities services.
• Hightower Advisors: RIA partnership platform supporting wealth management firms across the U.S., providing custody, technology, and compliance infrastructure comparable to what CIG accesses via XML Financial Group.
• Commonwealth Financial Network: Independent broker-dealer and RIA custody/support provider serving small-to-mid-sized wealth management firms — comparable in size and advisor-support model.
• XML Financial Group: The parent entity that absorbed Collins Investment Group in 2023. Most directly comparable as a Mid-Atlantic RIA with a FINRA/SIPC broker-dealer subsidiary and identical office footprint.
• Mariner Wealth Advisors: Multi-office RIA serving HNW individuals and families with financial planning and investment advisory services; comparable regional/multi-state delivery model.

Broad incumbents

• LPL Financial: Largest independent broker-dealer in the U.S., supporting thousands of RIAs with custody, technology, and compliance — analogous infrastructure provider to what XML Securities provides CIG.
• Edelman Financial Engines: Largest independent RIA in the U.S., serving mass-affluent and HNW individuals with planning and investment services; broader scale and geographic reach than CIG.
• Raymond James Financial: Diversified financial services holding company with a major RIA and Private Client Group serving HNW individuals; broader product set than CIG but overlapping client base.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/collins-investment-group-llc

Revenue estimate

Valuation estimate

Number of profiles

Subsidiaries1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Collins Investment Group, LLC