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TOBIAS FINANCIAL ADVISORS
Legal name: TOBIAS FINANCIAL ADVISORS, INC.
CRD 104711File 801-33972
APPROVED
Retail clients
Custody
Filing as of Sep 11, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.19B
Above cohort median (national)
Discretionary AUM
$1.16B
Non-discretionary $28.4M
Clients
383
2,178 accounts
Employees
26
Top 25% of cohort in FL
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Feb 27, 1989
- Principal office
- 1000 S. PINE ISLAND ROAD, SUITE 450, PLANTATION, FL, 33324
- Phone
- 954-424-1660
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.19B
- Discretionary AUM
- $1.16B
- Non-discretionary AUM
- $28.4M
- Discretionary accounts
- 2,176
- Non-discretionary accounts
- 2
- Total accounts
- 2,178
- AUM per client
- $3.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $52.2M |
| Charitable organizations | Fewer than 5 | $636K |
| High net worth individuals | 232 | $1.01B |
| Pension and profit sharing plans | 9 | $35.1M |
| Individuals (other than high net worth individuals) | 142 | $90.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 25 | 26 | increased by1 |
| Apr 1, 2026 | Clients | 347 | 383 | increased by36 |
| Apr 1, 2026 | AUM | $892,240,795 | $1,191,064,980 | increased by$298,824,185 |
| Apr 1, 2026 | Accounts | 1,967 | 2,178 | increased by211 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 16 | 25 | increased by9 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 293 | 347 | increased by54 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $650,000,000 | $892,240,795 | increased by$242,240,795 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,545 | 1,967 | increased by422 |
| Apr 1, 2022 | Clients | 257 | 293 | increased by36 |
| Apr 1, 2022 | AUM | $513,000,000 | $650,000,000 | increased by$137,000,000 |
| Apr 1, 2022 | Accounts | 1,356 | 1,545 | increased by189 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “TOBIAS FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“TOBIAS FINANCIAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.