Tobias Financial Advisors

Overview

Tobias Financial Advisors is an independent registered investment adviser that has been operating since 1989 and remains individually owned. The firm serves both individual and family clients alongside institutional relationships, focusing on financial planning and portfolio management for individuals and small businesses. Its fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. The firm does not position itself as a capital allocator and relies on third‑party managers for alternative exposures. Tobias does not identify as an active ESG investor, is not registered as a multi‑state adviser, and does not offer pension consulting services. Tobias received several industry mentions in 2020, including placement on the Financial Times’ Top 300 RIA Firms list, recognition from FA Magazine’s Top RIA Firms, and a “RIA Firms to Watch” note from Investor.com.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices