RIA Intel›Advisers›Massachusetts›COLLABORATIVE FINANCIAL SOLUTIONS LLC

COLLABORATIVE FINANCIAL SOLUTIONS LLC

Advisory

BROOKLINE, MA

Data as of Mar 27, 2026 · Source: SEC Form ADV

Rank in MA

#1,410

of 1,590 advisers by AUM

Average account

$156K

across 90 accounts

AUM per adviser

$14M

1 adviser

Source: SEC Form ADV. Figures as filed Mar 27, 2026.

Total AUM

$14M

Discretionary %

100%

Clients

33

Employees

1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$14M

Discretionary AUM$14M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients33

Team

Total Employees1

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

33 clients

10 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in MA

Closest by assets under management. All figures from Form ADV.

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-79.3% 1Y

NORTHEAST EQUITY RESEARCH INC.

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STARBOARD WEALTH MANAGEMENT, LLC

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