Tobias Financial Advisors

Overview

Tobias Financial Advisors is an independent, privately owned registered investment adviser established in 1989. The firm serves both individual and family clients as well as institutional accounts, offering financial planning and portfolio management primarily for individuals and small businesses. Its fee model includes asset-based fees alongside hourly and fixed-fee engagements, which supports both ongoing wealth management and discrete planning projects. The adviser does not describe itself as an active ESG investor and is not positioned as a capital allocator; it also reports operating as a single-state adviser rather than a multi-state or related-adviser network. The firm received industry recognition in 2020, appearing on lists such as the Financial Times’ Top 300 RIA Firms, FA Magazine’s Top RIA Firms, and investor.com’s Top RIA Firms to Watch.

Assets & Accounts

Public Holdings

Investments & Alternatives