What departments does Collective Advisors have?

Collective Advisors has employees across 1 departments including Operations.

What is the largest department at Collective Advisors?

The largest department at Collective Advisors is Operations with 2 employees.

Where are Collective Advisors employees located globally?

Collective Advisors has employees across 1 continents and 1 countries including United States Of America.

How has Collective Advisors's team size changed over time?

Collective Advisors's team has grown from approximately 8 to 10 employees based on available data.

Collective Advisors Employee Directory

Financial ServicesTexas, United States2-10 Employees

Collective Advisors operates in the financial services sector as an investment advisory service. Based in Austin, Texas, the firm is connected with CWM, LLC, an SEC Registered Investment Advisor, and Carson Partners, a nationwide division of CWM, LLC, indicating a broader network of advisory professionals. The organization serves clients seeking professional investment guidance, leveraging its registered framework to provide advisory services through its affiliated entities. With a small professional team, the firm positions itself within a regulated advisory environment that emphasizes compliance and professional standards. A recent development noted is the affiliation with CWM, LLC and Carson Partners, reflecting its integration into a larger national advisory platform.

Collective Advisors Global Highlights

North America
10

United States Of America
10

Collective Advisors's Leadership

A. F.
Managing Partner, Senior Wealth Advisor
Mobile Phone
Email
N. M.
Associate Wealth Advisor, Vice President Operations
Mobile Phone
Email
L. C.
Operations Manager
Mobile Phone
Email
G. G.
Senior Wealth Advisor / Retirement Plan Specialist
Mobile Phone
Email
K. A.
Senior Wealth Advisor
Mobile Phone
Email
B. P.
Client Services Associate
Mobile Phone
Email
K. G.
Client Services Associate
Mobile Phone
Email
M. M.
Senior Marketing Coordinator And Operations Analyst
Mobile Phone
Email

Collective Advisors Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Finance
Accounting
Administrative
Other

Contact profiles from Collective Advisors

Name

Title

Contact

Location

Last Update

A. F.
Managing Partner, Senior Wealth Advisor
Mobile Phone
Email
United StatesTexas
May 07, 2026
N. M.
Associate Wealth Advisor, Vice President Operations
Mobile Phone
Email
United StatesTexas
Mar 30, 2026
L. C.
Operations Manager
Mobile Phone
Email
United StatesTexas
Nov 14, 2025
G. G.
Senior Wealth Advisor / Retirement Plan Specialist
Mobile Phone
Email
United StatesTexas
Apr 22, 2026
K. A.
Senior Wealth Advisor
Mobile Phone
Email
United StatesTexas
Nov 14, 2025
B. P.
Client Services Associate
Mobile Phone
Email
United StatesTexas
Jan 27, 2026
K. G.
Client Services Associate
Mobile Phone
Email
United StatesTexas
Nov 20, 2025
M. M.
Senior Marketing Coordinator And Operations Analyst
Mobile Phone
Email
United StatesTexas
Apr 10, 2026

Frequently Asked Questions

What is Collective Advisors known for?

Collective Advisors was founded in 2020 operates in the Financial Services industry. Explore Collective Advisors's company overview page for more information.

What is Collective Advisors's most common email format?

Collective Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Collective Advisors email formats with LeadIQ.

How many employees does Collective Advisors have currently?

Collective Advisors has approximately 8 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Collective Advisors's key employees and leadership?

As of July 2026, Collective Advisors's key employees include:

Managing Partner, Senior Wealth Advisor: A. F.
Associate Wealth Advisor, Vice President Operations: N. M.
Operations Manager: L. C.
Senior Wealth Advisor / Retirement Plan Specialist: G. G.
Senior Wealth Advisor: K. A.

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Collective Advisors Employee Directory

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