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TOBIAS FINANCIAL ADVISORS

PLANTATION, FL · CRD 104711 · IAPD ↗ · 954-424-1660

$1.19BRegulatory AUM
9Advisory reps
26Employees
4Clients
251-500Planning clients
0Private funds
11States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

49
October 2026 — TOBIAS FINANCIAL ADVISORS notice-filed in NC, PA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
85
April 2026 — TOBIAS FINANCIAL ADVISORS crossed $1B in regulatory AUM ($892.2M -> $1.19B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
45
December 2025 — TOBIAS FINANCIAL ADVISORS notice-filed in MD.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
August 2025 — TOBIAS FINANCIAL ADVISORS notice-filed in GA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
August 2025 — TOBIAS FINANCIAL ADVISORS added office(s): 5 -> 6 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
53
April 2025 — TOBIAS FINANCIAL ADVISORS added office(s): 2 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
45
August 2024 — TOBIAS FINANCIAL ADVISORS notice-filed in MA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2024 — TOBIAS FINANCIAL ADVISORS added office(s): 0 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.