Tobias Financial Advisors, Inc.
- Regulatory AUM
- $1.2B
- Discretionary
- $1.2B
- Clients
- 383
- Avg AUM / client
- $3.1M
- Accounts
- 2,178
- Employees
- 26
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Apr 07, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 142 | $90.7M | 7.61% |
| High net worth individuals | 232 | $1.0B | 85.0% |
| Pension and profit sharing plans | 9 | $35.1M | 2.95% |
| Charitable organizations | Fewer than 5 clients | $636K | 0.05% |
| Corporations and other businesses | Fewer than 5 clients | $52.2M | 4.38% |
People (11)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Matthew David Saneholtz | President | CFP CFA | Nov 2008 (18y) | 25% – 50% |
| Marianela Nmn Collado | Chief Executive Officer | CFP Personal Financial Specialist | Oct 2015 (11y) | 50% – 75% |
| Collado, Edgar, Nmn | Chief Compliance Officer, Chief Financial Officer & Chief Operations Officer | Oct 2017 (9y) | 10% – 25% | |
| Yesenia Realejo | Wealth Advisor | CFP | Sep 2018 (8y) | Less than 5% |
| Catalina Maria Franco Cicero | Wealth Advisor | CFP | Jan 2024 (3y) | Less than 5% |
| Franklin G Gay | Registered representative | CFP | Aug 2020 (6y) | |
| Charles John Nesmith | Registered representative | CFP CFA | Apr 2021 (5y) | |
| Edzai K Chimedza | Registered representative | CFP | Sep 2021 (5y) | |
| Francheska M Ruiz | Registered representative | CFP | Jan 2025 (2y) | |
| Chad Williamson | Registered representative | CFP | Mar 2025 (1y) | |
| Ursula Stephanie Auger | Registered representative | CFP CFA | Jan 2026 (1y) |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/07/2026 | 1010 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $1.0B (84% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 07, 2026.
View current Form ADV (SEC/IAPD) ↗