TOBIAS FINANCIAL ADVISORS, INC.
Legal name: TOBIAS FINANCIAL ADVISORS
CRD #104711 SEC #801-33972 PLANTATION, FL 954-424-1660
SEC Registered
Total AUM
$892.2M
Discretionary
$867.1M
Employees
25
Clients
251
Accounts
1,967
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $892.2M | $867.1M | $25.2M | 25 | 8 |
| Jul 2025 | $892.2M | $867.1M | $25.2M | 25 | 8 |
| Mar 2025 | $892.2M | $867.1M | $25.2M | 25 | 8 |
| Jul 2024 | $756.2M | $734.9M | $21.3M | 21 | 8 |
| Apr 2024 | $756.2M | $734.9M | $21.3M | 21 | 8 |
| Mar 2024 | $756.2M | $734.9M | $21.3M | 21 | 8 |
| Mar 2023 | $641M | $622M | $19M | 19 | 7 |
| Dec 2022 | $650M | $628M | $22M | 16 | 4 |
| Mar 2022 | $650M | $628M | $22M | 16 | 4 |
| Sep 2021 | $513M | $493M | $20M | 16 | 5 |
| Mar 2021 | $513M | $493M | $20M | 16 | 5 |
| Dec 2020 | $429.2M | $410.4M | $18.8M | 15 | 4 |
| Aug 2020 | $429.2M | $410.4M | $18.8M | 15 | 4 |
| Aug 2020 | $429.2M | $410.4M | $18.8M | 15 | 4 |
| Jun 2020 | $429.2M | $410.4M | $18.8M | 15 | 4 |
| May 2020 | $429.2M | $410.4M | $18.8M | 15 | 4 |
| Mar 2020 | $429.2M | $410.4M | $18.8M | 15 | 4 |
| Aug 2019 | $330.3M | $313.5M | $16.8M | 10 | 3 |
| Mar 2019 | $330.3M | $313.5M | $16.8M | 10 | 3 |
| Mar 2019 | $330.3M | $313.5M | $16.8M | 10 | 3 |
| Sep 2018 | $325.2M | $307.8M | $17.4M | 10 | 4 |
| Sep 2018 | $325.2M | $307.8M | $17.4M | 10 | 4 |
| May 2018 | $325.2M | $307.8M | $17.4M | 10 | 4 |
| May 2018 | $325.2M | $307.8M | $17.4M | 10 | 4 |
| Mar 2018 | $325.2M | $307.8M | $17.4M | 10 | 4 |
| Aug 2017 | $272.2M | $256.2M | $16M | 7 | 157 |
| May 2017 | $272.2M | $256.2M | $16M | 7 | 157 |
| Mar 2017 | $272.2M | $256.2M | $16M | 7 | 157 |
| Feb 2017 | $272.2M | $256.2M | $16M | 7 | 157 |
| Apr 2016 | $239.9M | $219.5M | $20.4M | 6 | 152 |
| Mar 2016 | $239.9M | $219.5M | $20.4M | 6 | 152 |
| Mar 2016 | $239.9M | $219.5M | $20.4M | 6 | 152 |
| Jan 2016 | $246.5M | $225.2M | $21.3M | 6 | 145 |
| Nov 2015 | $246.5M | $225.2M | $21.3M | 6 | 145 |
| Mar 2015 | $246.5M | $225.2M | $21.3M | 6 | 145 |
| Aug 2014 | $228.6M | $209.3M | $19.3M | 6 | 137 |
| Aug 2014 | $228.6M | $209.3M | $19.3M | 6 | 137 |
| Aug 2014 | $228.6M | $209.3M | $19.3M | 6 | 137 |
| Mar 2014 | $228.6M | $209.3M | $19.3M | 6 | 137 |
| Jul 2013 | $196.7M | $180.3M | $16.4M | 6 | 129 |
| Mar 2013 | $196.7M | $180.3M | $16.4M | 6 | 129 |
| Nov 2012 | $178.9M | $164.3M | $14.6M | 6 | 114 |
| Aug 2012 | $178.9M | $164.3M | $14.6M | 6 | 114 |
| May 2012 | $178.9M | $164.3M | $14.6M | 6 | 114 |
| Mar 2012 | $178.9M | $164.3M | $14.6M | 6 | 114 |
| May 2011 | $171.7M | $161.5M | $10.2M | 10 | -- |
| Mar 2011 | $171.7M | $161.5M | $10.2M | 5 | -- |
| Jan 2011 | $140.3M | $140.3M | $0 | 5 | -- |
| Aug 2010 | $140.3M | $140.3M | $0 | 5 | -- |
| Mar 2010 | $140.3M | $140.3M | $0 | 5 | -- |
| Jan 2008 | $142.6M | $142.6M | $0 | 5 | -- |
| Feb 2007 | $121.4M | $121.4M | $0 | 5 | -- |
| Mar 2006 | $87.1M | $87.1M | $0 | 5 | -- |
| Sep 2005 | $76.8M | $76.8M | $0 | 5 | -- |
| Jan 2005 | $73.7M | $73.7M | $0 | 5 | -- |
| Aug 2004 | $65.2M | $62.9M | $2.3M | 5 | -- |
| Mar 2002 | $40.5M | $40.5M | $0 | 5 | -- |
| Mar 2002 | $40.5M | $40.5M | $0 | 5 | -- |
DateOct 2025
Total AUM$892.2M
Discretionary$867.1M
Non-Disc.$25.2M
Employees25
Clients8
DateJul 2025
Total AUM$892.2M
Discretionary$867.1M
Non-Disc.$25.2M
Employees25
Clients8
DateMar 2025
Total AUM$892.2M
Discretionary$867.1M
Non-Disc.$25.2M
Employees25
Clients8
DateJul 2024
Total AUM$756.2M
Discretionary$734.9M
Non-Disc.$21.3M
Employees21
Clients8
DateApr 2024
Total AUM$756.2M
Discretionary$734.9M
Non-Disc.$21.3M
Employees21
Clients8
DateMar 2024
Total AUM$756.2M
Discretionary$734.9M
Non-Disc.$21.3M
Employees21
Clients8
DateMar 2023
Total AUM$641M
Discretionary$622M
Non-Disc.$19M
Employees19
Clients7
DateDec 2022
Total AUM$650M
Discretionary$628M
Non-Disc.$22M
Employees16
Clients4
DateMar 2022
Total AUM$650M
Discretionary$628M
Non-Disc.$22M
Employees16
Clients4
DateSep 2021
Total AUM$513M
Discretionary$493M
Non-Disc.$20M
Employees16
Clients5
DateMar 2021
Total AUM$513M
Discretionary$493M
Non-Disc.$20M
Employees16
Clients5
DateDec 2020
Total AUM$429.2M
Discretionary$410.4M
Non-Disc.$18.8M
Employees15
Clients4
DateAug 2020
Total AUM$429.2M
Discretionary$410.4M
Non-Disc.$18.8M
Employees15
Clients4
DateAug 2020
Total AUM$429.2M
Discretionary$410.4M
Non-Disc.$18.8M
Employees15
Clients4
DateJun 2020
Total AUM$429.2M
Discretionary$410.4M
Non-Disc.$18.8M
Employees15
Clients4
DateMay 2020
Total AUM$429.2M
Discretionary$410.4M
Non-Disc.$18.8M
Employees15
Clients4
DateMar 2020
Total AUM$429.2M
Discretionary$410.4M
Non-Disc.$18.8M
Employees15
Clients4
DateAug 2019
Total AUM$330.3M
Discretionary$313.5M
Non-Disc.$16.8M
Employees10
Clients3
DateMar 2019
Total AUM$330.3M
Discretionary$313.5M
Non-Disc.$16.8M
Employees10
Clients3
DateMar 2019
Total AUM$330.3M
Discretionary$313.5M
Non-Disc.$16.8M
Employees10
Clients3
DateSep 2018
Total AUM$325.2M
Discretionary$307.8M
Non-Disc.$17.4M
Employees10
Clients4
DateSep 2018
Total AUM$325.2M
Discretionary$307.8M
Non-Disc.$17.4M
Employees10
Clients4
DateMay 2018
Total AUM$325.2M
Discretionary$307.8M
Non-Disc.$17.4M
Employees10
Clients4
DateMay 2018
Total AUM$325.2M
Discretionary$307.8M
Non-Disc.$17.4M
Employees10
Clients4
DateMar 2018
Total AUM$325.2M
Discretionary$307.8M
Non-Disc.$17.4M
Employees10
Clients4
DateAug 2017
Total AUM$272.2M
Discretionary$256.2M
Non-Disc.$16M
Employees7
Clients157
DateMay 2017
Total AUM$272.2M
Discretionary$256.2M
Non-Disc.$16M
Employees7
Clients157
DateMar 2017
Total AUM$272.2M
Discretionary$256.2M
Non-Disc.$16M
Employees7
Clients157
DateFeb 2017
Total AUM$272.2M
Discretionary$256.2M
Non-Disc.$16M
Employees7
Clients157
DateApr 2016
Total AUM$239.9M
Discretionary$219.5M
Non-Disc.$20.4M
Employees6
Clients152
DateMar 2016
Total AUM$239.9M
Discretionary$219.5M
Non-Disc.$20.4M
Employees6
Clients152
DateMar 2016
Total AUM$239.9M
Discretionary$219.5M
Non-Disc.$20.4M
Employees6
Clients152
DateJan 2016
Total AUM$246.5M
Discretionary$225.2M
Non-Disc.$21.3M
Employees6
Clients145
DateNov 2015
Total AUM$246.5M
Discretionary$225.2M
Non-Disc.$21.3M
Employees6
Clients145
DateMar 2015
Total AUM$246.5M
Discretionary$225.2M
Non-Disc.$21.3M
Employees6
Clients145
DateAug 2014
Total AUM$228.6M
Discretionary$209.3M
Non-Disc.$19.3M
Employees6
Clients137
DateAug 2014
Total AUM$228.6M
Discretionary$209.3M
Non-Disc.$19.3M
Employees6
Clients137
DateAug 2014
Total AUM$228.6M
Discretionary$209.3M
Non-Disc.$19.3M
Employees6
Clients137
DateMar 2014
Total AUM$228.6M
Discretionary$209.3M
Non-Disc.$19.3M
Employees6
Clients137
DateJul 2013
Total AUM$196.7M
Discretionary$180.3M
Non-Disc.$16.4M
Employees6
Clients129
DateMar 2013
Total AUM$196.7M
Discretionary$180.3M
Non-Disc.$16.4M
Employees6
Clients129
DateNov 2012
Total AUM$178.9M
Discretionary$164.3M
Non-Disc.$14.6M
Employees6
Clients114
DateAug 2012
Total AUM$178.9M
Discretionary$164.3M
Non-Disc.$14.6M
Employees6
Clients114
DateMay 2012
Total AUM$178.9M
Discretionary$164.3M
Non-Disc.$14.6M
Employees6
Clients114
DateMar 2012
Total AUM$178.9M
Discretionary$164.3M
Non-Disc.$14.6M
Employees6
Clients114
DateMay 2011
Total AUM$171.7M
Discretionary$161.5M
Non-Disc.$10.2M
Employees10
Clients--
DateMar 2011
Total AUM$171.7M
Discretionary$161.5M
Non-Disc.$10.2M
Employees5
Clients--
DateJan 2011
Total AUM$140.3M
Discretionary$140.3M
Non-Disc.$0
Employees5
Clients--
DateAug 2010
Total AUM$140.3M
Discretionary$140.3M
Non-Disc.$0
Employees5
Clients--
DateMar 2010
Total AUM$140.3M
Discretionary$140.3M
Non-Disc.$0
Employees5
Clients--
DateJan 2008
Total AUM$142.6M
Discretionary$142.6M
Non-Disc.$0
Employees5
Clients--
DateFeb 2007
Total AUM$121.4M
Discretionary$121.4M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$87.1M
Discretionary$87.1M
Non-Disc.$0
Employees5
Clients--
DateSep 2005
Total AUM$76.8M
Discretionary$76.8M
Non-Disc.$0
Employees5
Clients--
DateJan 2005
Total AUM$73.7M
Discretionary$73.7M
Non-Disc.$0
Employees5
Clients--
DateAug 2004
Total AUM$65.2M
Discretionary$62.9M
Non-Disc.$2.3M
Employees5
Clients--
DateMar 2002
Total AUM$40.5M
Discretionary$40.5M
Non-Disc.$0
Employees5
Clients--
DateMar 2002
Total AUM$40.5M
Discretionary$40.5M
Non-Disc.$0
Employees5
Clients--