# Tobias Financial Advisors

> Tobias Financial Advisors is an SEC-registered investment advisory firm in Plantation, FL, registered since 1989, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated September 11, 2026.

- CRD: 104711
- Filed as: TOBIAS FINANCIAL ADVISORS
- Legal name: Tobias Financial Advisors, Inc.
- Also doing business as: TOBIAS FINANCIAL ADVISORS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Plantation, FL
- Filing period: October 2026
- Form ADV filing dated: September 11, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/104711
- AdvisorCensus page: https://advisorcensus.com/firm/tobias-financial-advisors-plantation-fl-104711

## Quick answers

**How is Tobias Financial Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Tobias Financial Advisors reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Tobias Financial Advisors located?**
Tobias Financial Advisors' principal office is in Plantation, FL, according to its Form ADV.

**Is Tobias Financial Advisors registered with the SEC or a state?**
Tobias Financial Advisors is an SEC-registered investment advisory firm, registered since 1989. Status as filed: Approved. CRD 104711.

**How much does Tobias Financial Advisors manage?**
Tobias Financial Advisors reports $1,191,064,980 in regulatory assets under management in its Form ADV filing dated September 11, 2026 (98% discretionary).

**How have Tobias Financial Advisors' assets and staff changed since 2021?**
In the Form ADV data for Tobias Financial Advisors: Regulatory assets under management: $513,000,000 in the October 2021 data and $1,191,064,980 in the October 2026 data, up 132%. Total employees: 16 in October 2021 and 26 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Tobias Financial Advisors serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (232); individuals (other than high net worth individuals) (142); pension and profit sharing plans (but not the plan participants or government pension plans) (9).

**Which custodians does Tobias Financial Advisors use?**
Tobias Financial Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Tobias Financial Advisors report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/104711

**What changed in Tobias Financial Advisors' recent Form ADV filings?**
In the October 2026 filing data: Registered or notice-filed in NC, PA.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $1,191,064,980
- Discretionary: $1,162,682,615
- Non-discretionary: $28,382,365

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 142 | $90,675,666 |
| High net worth individuals | 232 | $1,012,462,463 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 9 | $35,081,952 |
| Charitable organizations | Fewer than 5 | $635,508 |
| Corporations or other businesses not listed above | Fewer than 5 | $52,209,391 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other

### Firm details
- Registered since: 1989 (37 years)
- Employees: 26 total, 9 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, GA, LA, MA, MD, NC, NJ, NY, PA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- tobiasfinancial.com
- Facebook @TOBIASFINANCIAL
- Instagram @tobias_financial
- LinkedIn @TOBIAS-FINANCIAL-ADVISORS-INC
- YouTube @UCR9iULyhu_Yfx2knn8wjcww

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $513,000,000 | 16 | September 29, 2021 |
| October 2022 | $650,000,000 | 16 | March 28, 2022 |
| October 2023 | $641,000,000 | 19 | March 27, 2023 |
| October 2024 | $756,160,000 | 21 | July 1, 2024 |
| October 2025 | $892,240,795 | 25 | July 8, 2025 |
| October 2026 | $1,191,064,980 | 26 | September 11, 2026 |

Regulatory assets under management: $513,000,000 in the October 2021 data and $1,191,064,980 in the October 2026 data, up 132%.
Total employees: 16 in October 2021 and 26 in October 2026.

## Changes in the filing (last 12 months)

### October 2026
- Registered or notice-filed in NC, PA.

### April 2026
- Employees performing advisory functions went from 8 to 9.
- Regulatory assets under management went from $892,240,795 to $1,191,064,980 (+33%).

### December 2025
- Registered or notice-filed in MD.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Tobias Financial Advisors (CRD 104711): Form ADV filing data as of October 2026.