Co-CIO, Managing Director
PIM Portfolio Manager
Contact Robert Collins
FINRA’s BrokerCheck: Obtain More Information About Our Firm and Financial Professionals: http://brokercheck.finra.org
As leader of the Collins Investment Group, Bob Collins has maintained a reputation for integrity and insightful investment advice throughout more than three decades in the financial services industry. Bob has built a team that is dedicated to earning each client’s trust and a focus on providing sound, personalized attention with the highest level of professionalism.
Mr. Collins is deeply committed to a client-focused approach that is designed to serve you and your needs. Bob has received numerous awards for his contributions to the financial services industry and the metropolitan D.C. community.
His recognitions include:
- Forbes Top 250 Wealth Advisors in the country for 20201
- Forbes Best-In-State Wealth Advisor for 2019-2021 – #4 in Maryland.1
- Barron’s Magazine Top 1000 Advisors for 2009-2013 and Top 1200 for 2014-2018 and 2020-20212
- Financial Times Top 400 Financial 2013 and 20173
Mr. Collins combines his belief in personal excellence with the support of a collaborative team of professionals and the resources of a large custodial financial institution. He is the Co-CIO & Managing Director of Collins Investment Group, a division of XML Financial Group (CIG). Prior to joining XML Financial Group, Mr. Collins was Managing Director and CEO of Collins Investment Group which operated as an independent business model within the Wells Fargo Advisors Financial Network. Prior to founding his own business, Mr. Collins spent more than a decade as a Managing Director – Investments within Wells Fargo Advisors. From 2006-2021, he received Wells Fargo Advisors’ professional excellence award and was named a Premier Advisor. The Premier Advisors distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on either of the past two years and professionalism. Additional criteria, including length of service, may also be used to determine recipients. Mr. Collins is a portfolio manager entrusted to manage client portfolios with discretionary authority through the Private Investment Management (PIM) program.4
Mr. Collins believes in the importance of giving back to the community. He is a supporter of the US Chess Center of Washington, DC and Adoptions Together in Montgomery County, MD. He is a member of Our Lady of the Visitation Parish and a former treasurer and Board Member of The Barnesville School.
1The Forbes Best-in-State Wealth Advisors and America’s Top Wealth Advisors ranking algorithm is based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.
2The Barron’s Top 1,200 Financial Advisors rankings are based on assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances.
3Rankings are based on data provided by investment firms. Factors include assets under management, experience, industry certifications and compliance record. Investment performance and financial advisor production are not explicit components.
4 The Private Investment Management (PIM) program is not designed for excessively traded or inactive accounts, and may not be suitable for all investors. Please carefully review the XML Financial Group Wrap Fee Program Brochure for a full description of these services. The minimum account size for this program is $50,000.