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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 22, 2025
- Branch Offices
- 6
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| COLLADO, EDGAR, NMN | I | CHIEF FINANCIAL OFFICER & CHIEF OPERATIONS OFFICER | NA | Control |
| COLLADO, EDGAR, NMN | I | CHIEF FINANCIAL OFFICER & CHIEF OPERATIONS OFFICER | NA | Control |
| COLLADO, EDGAR, NMN | I | CHIEF FINANCIAL OFFICER & CHIEF OPERATIONS OFFICER | NA | Control |
| COLLADO, EDGAR, NMN | I | CHIEF FINANCIAL OFFICER & CHIEF OPERATIONS OFFICER | NA | Control |
| COLLADO, EDGAR, NMN | I | CHIEF FINANCIAL OFFICER & CHIEF OPERATIONS OFFICER | NA | Control |
| COLLADO, EDGAR, NMN | I | CHIEF FINANCIAL OFFICER & CHIEF OPERATIONS OFFICER | NA | Control |
| COLLADO, EDGAR, NMN | I | CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER & CHIEF OPERATIONS OFFICER | NA | Control |
| COLLADO, EDGAR, NMN | I | CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER & CHIEF OPERATIONS OFFICER | NA | Control |
| COLLADO, EDGAR, NMN | I | CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER & CHIEF OPERATIONS OFFICER | NA | Control |
| COLLADO, EDGAR, NMN | I | CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER & CHIEF OPERATIONS OFFICER | NA | Control |
| COLLADO, EDGAR, NMN | I | CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER & CHIEF OPERATIONS OFFICER | NA | Control |
| COLLADO, EDGAR, NMN | I | CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER & CHIEF OPERATIONS OFFICER | NA | Control |
| COLLADO, EDGAR, NMN | I | CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER & CHIEF OPERATIONS OFFICER | NA | Control |
| COLLADO, EDGAR, NMN | I | CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER & CHIEF OPERATIONS OFFICER | NA | Control |
| COLLADO, EDGAR, NMN | I | CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER & CHIEF OPERATIONS OFFICER | NA | Control |
| COLLADO, EDGAR, NMN | I | CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER & CHIEF OPERATIONS OFFICER | NA | Control |
| COLLADO, EDGAR, NMN | I | CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER & CHIEF OPERATIONS OFFICER | NA | Control |
| COLLADO, EDGAR, NMN | I | CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER & CHIEF OPERATIONS OFFICER | NA | Control |
| COLLADO, EDGAR, NMN | I | CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER & CHIEF OPERATIONS OFFICER | NA | Control |
| COLLADO, EDGAR, NMN | I | CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER & CHIEF OPERATIONS OFFICER | NA | Control |
| COLLADO, MARIANELA, NMN | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| COLLADO, MARIANELA, NMN | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| COLLADO, MARIANELA, NMN | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| Collado, Marianela | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| Collado, Marianela | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| FRANCO-CICERO, CATALINA, MARIA | I | WEALTH ADVISOR | NA | Control |
| FRANCO-CICERO, CATALINA, MARIA | I | WEALTH ADVISOR | NA | Control |
| FRANCO-CICERO, CATALINA, MARIA | I | WEALTH ADVISOR | NA | Control |
| REALEJO, YESENIA | I | WEALTH ADVISOR | NA | Control |
| REALEJO, YESENIA | I | WEALTH ADVISOR | NA | Control |
| REALEJO, YESENIA | I | WEALTH ADVISOR | NA | Control |
| REALEJO, YESENIA | I | WEALTH ADVISOR | NA | Control |
| REALEJO, YESENIA | I | WEALTH ADVISOR | NA | Control |
| REALEJO, YESENIA | I | WEALTH ADVISOR | NA | Control |
| REALEJO, YESENIA | I | WEALTH ADVISOR | NA | Control |
| TOBIAS, BENJAMIN, ALAN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER/CHIEF FINANCIAL OFFICER | E | Control |
| TOBIAS, BENJAMIN, ALAN | I | PRESIDENT/CHIEF COMPLIANCE OFFICE/CHIEF FINANCIAL OFFICER | E | Control |
| TOBIAS, BENJAMIN, ALAN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER/CHIEF FINANCIAL OFFICER | E | Control |
| TOBIAS, BENJAMIN, ALAN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER/CHIEF FINANCIAL OFFICER | E | Control |
| TOBIAS, BENJAMIN, ALAN | I | PRESIDENT/CHIEF COMPLIANCE OFFICE/CHIEF FINANCIAL OFFICER | E | Control |
| TOBIAS, BENJAMIN, ALAN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER/CHIEF FINANCIAL OFFICER | E | Control |
| TOBIAS, BENJAMIN, ALAN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER/CHIEF FINANCIAL OFFICER | E | Control |
| TOBIAS, BENJAMIN, ALAN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER/CHIEF FINANCIAL OFFICER | E | Control |
| TOBIAS, BENJAMIN, ALAN | I | PRESIDENT | E | Control |
| TOBIAS, BENJAMIN, ALAN | I | PRESIDENT | E | Control |
| TOBIAS, BENJAMIN, ALAN | I | PRESIDENT | E | Control |
| TOBIAS, BENJAMIN, ALAN | I | PRESIDENT | E | Control |
| TOBIAS, BENJAMIN, ALAN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER/CHIEF FINANCIAL OFFICER | E | Control |
| TOBIAS, BENJAMIN, ALAN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER/CHIEF FINANCIAL OFFICER | E | Control |
| TOBIAS, BENJAMIN, ALAN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER/CHIEF FINANCIAL OFFICER | E | Control |
| TOBIAS, BENJAMIN, ALAN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER/CHIEF FINANCIAL OFFICER | E | Control |
| TOBIAS, BENJAMIN, ALAN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER/CHIEF FINANCIAL OFFICER | E | Control |
| TOBIAS, BENJAMIN, ALAN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER/CHIEF FINANCIAL OFFICER | E | Control |
| TOBIAS, BENJAMIN, ALAN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER/CHIEF FINANCIAL OFFICER | E | Control |
| TOBIAS, BENJAMIN, ALAN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER/CHIEF FINANCIAL OFFICER | E | Control |
| TOBIAS, BENJAMIN, ALAN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER/CHIEF FINANCIAL OFFICER | E | Control |
| TOBIAS, BENJAMIN, ALAN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER/CHIEF FINANCIAL OFFICER | E | Control |
| TOBIAS, BENJAMIN, ALAN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER/CHIEF FINANCIAL OFFICER | E | Control |
| TOBIAS, BENJAMIN, ALAN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER/CHIEF FINANCIAL OFFICER | E | Control |
| TOBIAS, BENJAMIN, ALAN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER/CHIEF FINANCIAL OFFICER | E | Control |
| TOBIAS, BENJAMIN, ALAN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER/CHIEF FINANCIAL OFFICER | E | Control |
| TOBIAS, BENJAMIN, ALAN | I | PRESIDENT/CHIEF FINANCIAL OFFICER | E | Control |
| TOBIAS, BENJAMIN, ALAN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER/CHIEF FINANCIAL OFFICER | E | Control |
| TOBIAS, BENJAMIN, ALAN | I | PRESIDENT/CHIEF FINANCIAL OFFICER | E | Control |
| TOBIAS, BENJAMIN, ALAN | I | PRESIDENT/CHIEF FINANCIAL OFFICER | E | Control |
| TOBIAS, BENJAMIN, ALAN | I | PRESIDENT/CHIEF FINANCIAL OFFICER | E | Control |
| TOBIAS, BENJAMIN, ALAN | I | PRESIDENT/CHIEF FINANCIAL OFFICER | E | Control |
| COLLADO, MARIANELA, NMN | I | CHIEF EXECUTIVE OFFICER | D | Control |
| COLLADO, MARIANELA, NMN | I | CHIEF EXECUTIVE OFFICER | D | Control |
| COLLADO, MARIANELA, NMN | I | CHIEF EXECUTIVE OFFICER | D | Control |
| COLLADO, MARIANELA, NMN | I | CHIEF EXECUTIVE OFFICER | D | Control |
| COLLADO, MARIANELA, NMN | I | CHIEF EXECUTIVE OFFICER | D | Control |
| COLLADO, MARIANELA, NMN | I | CHIEF EXECUTIVE OFFICER | D | Control |
| COLLADO, MARIANELA, NMN | I | CHIEF EXECUTIVE OFFICER | D | Control |
| COLLADO, MARIANELA, NMN | I | CHIEF EXECUTIVE OFFICER | D | Control |
| COLLADO, MARIANELA, NMN | I | CHIEF EXECUTIVE OFFICER | D | Control |
| COLLADO, MARIANELA, NMN | I | CHIEF EXECUTIVE OFFICER | D | Control |
| COLLADO, MARIANELA, NMN | I | CHIEF EXECUTIVE OFFICER | D | Control |
| COLLADO, MARIANELA, NMN | I | CHIEF EXECUTIVE OFFICER | D | Control |
| COLLADO, MARIANELA, NMN | I | CHIEF EXECUTIVE OFFICER | D | Control |
| COLLADO, MARIANELA, NMN | I | CHIEF EXECUTIVE OFFICER | D | Control |
| COLLADO, MARIANELA, NMN | I | CHIEF EXECUTIVE OFFICER | D | Control |
| COLLADO, MARIANELA, NMN | I | CHIEF EXECUTIVE OFFICER | D | Control |
| COLLADO, MARIANELA, NMN | I | CHIEF EXECUTIVE OFFICER | D | Control |
| COLLADO, MARIANELA, NMN | I | CHIEF EXECUTIVE OFFICER | D | Control |
| COLLADO, MARIANELA, NMN | I | CHIEF EXECUTIVE OFFICER | D | Control |
| COLLADO, MARIANELA, NMN | I | CHIEF EXECUTIVE OFFICER | D | Control |
| COLLADO, MARIANELA, NMN | I | CHIEF EXECUTIVE OFFICER | D | Control |
| COLLADO, MARIANELA, NMN | I | CHIEF EXECUTIVE OFFICER | D | Control |
| COLLADO, MARIANELA, NMN | I | CHIEF EXECUTIVE OFFICER | D | Control |
| COLLADO, MARIANELA, NMN | I | CHIEF EXECUTIVE OFFICER | D | Control |
| COLLADO, MARIANELA, NMN | I | CHIEF EXECUTIVE OFFICER | D | Control |
| COLLADO, MARIANELA, NMN | I | CHIEF EXECUTIVE OFFICER | D | Control |
| COLLADO, MARIANELA, NMN | I | CHIEF EXECUTIVE OFFICER | D | Control |
| COLLADO, MARIANELA, NMN | I | CHIEF EXECUTIVE OFFICER | D | Control |
| COLLADO, MARIANELA, NMN | I | CHIEF EXECUTIVE OFFICER | D | Control |
| SANEHOLTZ, MATTHEW, DAVID | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | C | Control |
| SANEHOLTZ, MATTHEW, DAVID | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | C | Control |
| SANEHOLTZ, MATTHEW, DAVID | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | C | Control |
| SANEHOLTZ, MATTHEW, DAVID | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | C | Control |
| SANEHOLTZ, MATTHEW, DAVID | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | C | Control |
| SANEHOLTZ, MATTHEW, DAVID | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | C | Control |
| SANEHOLTZ, MATTHEW, DAVID | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | C | Control |
| SANEHOLTZ, MATTHEW, DAVID | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | C | Control |
| SANEHOLTZ, MATTHEW, DAVID | I | PRESIDENT | C | Control |
| SANEHOLTZ, MATTHEW, DAVID | I | PRESIDENT | C | Control |
| SANEHOLTZ, MATTHEW, DAVID | I | PRESIDENT | C | Control |
| SANEHOLTZ, MATTHEW, DAVID | I | PRESIDENT | C | Control |
| SANEHOLTZ, MATTHEW, DAVID | I | PRESIDENT | C | Control |
| SANEHOLTZ, MATTHEW, DAVID | I | PRESIDENT | C | Control |
| SANEHOLTZ, MATTHEW, DAVID | I | PRESIDENT | C | Control |
| SANEHOLTZ, MATTHEW, DAVID | I | PRESIDENT | C | Control |
| SANEHOLTZ, MATTHEW, DAVID | I | PRESIDENT | C | Control |
| SANEHOLTZ, MATTHEW, DAVID | I | PRESIDENT | C | Control |
| SANEHOLTZ, MATTHEW, DAVID | I | PRESIDENT | C | Control |
| SANEHOLTZ, MATTHEW, DAVID | I | PRESIDENT | C | Control |
| SANEHOLTZ, MATTHEW, DAVID | I | PRESIDENT | C | Control |
| SANEHOLTZ, MATTHEW, DAVID | I | PRESIDENT | C | Control |
| SANEHOLTZ, MATTHEW, DAVID | I | PRESIDENT | C | Control |
| SANEHOLTZ, MATTHEW, DAVID | I | PRESIDENT | C | Control |
| SANEHOLTZ, MATTHEW, DAVID | I | PRESIDENT | C | Control |
| SANEHOLTZ, MATTHEW, DAVID | I | PRESIDENT | C | Control |
| SANEHOLTZ, MATTHEW, DAVID | I | PRESIDENT | C | Control |
| SANEHOLTZ, MATTHEW, DAVID | I | PRESIDENT | C | Control |
| SANEHOLTZ, MATTHEW, DAVID | I | PRESIDENT | C | Control |
| COLLADO, EDGAR, NMN | I | CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER & CHIEF OPERATIONS OFFICER | B | Control |
| COLLADO, EDGAR, NMN | I | CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER & CHIEF OPERATIONS OFFICER | B | Control |
| COLLADO, EDGAR, NMN | I | CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER & CHIEF OPERATIONS OFFICER | B | Control |
| COLLADO, EDGAR, NMN | I | CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER & CHIEF OPERATIONS OFFICER | B | Control |
| COLLADO, EDGAR, NMN | I | CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER & CHIEF OPERATIONS OFFICER | B | Control |
| COLLADO, EDGAR, NMN | I | CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER & CHIEF OPERATIONS OFFICER | B | Control |
| COLLADO, EDGAR, NMN | I | CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER & CHIEF OPERATIONS OFFICER | B | Control |
| SANEHOLTZ, MATTHEW, DAVID | I | VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | B | Control |
| SANEHOLTZ, MATTHEW, DAVID | I | VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | B | Control |
| SANEHOLTZ, MATTHEW, DAVID | I | VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | B | Control |
| SANEHOLTZ, MATTHEW, DAVID | I | VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | B | Control |
| SANEHOLTZ, MATTHEW, DAVID | I | VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | B | Control |
| SANEHOLTZ, MATTHEW, DAVID | I | VICE PRESIDENT | A | Control |
| SANEHOLTZ, MATTHEW, DAVID | I | VICE PRESIDENT | A | Control |
| SANEHOLTZ, MATTHEW, DAVID | I | VICE PRESIDENT | A | Control |
Registrations
Federal
IA
Oct 22, 2025 REGISTERED
Notice Filings (10)
CA FL GA LA MA MD NE NJ NY TX
Address
1000 S. PINE ISLAND ROADSUITE 450
PLANTATION, FL 33324
United States
Phone: 954-424-1660