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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

TOBIAS FINANCIAL ADVISORS

TOBIAS FINANCIAL ADVISORS, INC., CRD 104711

PLANTATION, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:9ca25388-aa26-e57a-7627-e7b0e4779219

Data as of Sep 11, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:32 AM UTC and rebuilt at most every 15 minutes.

Relationships: 17
Dated events: 6
On other graphs: 0
Observed: Mar 22, 2012 to Sep 11, 2026
49 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.93 fund_share=0.0 institutional_share=0.03 related_bd= related_bank= bd_reps=0.0
Regulatory AUM: $1.2BItem 5.F on the latest filing (2026-09-11); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.2B
Private client RAUM: $1.1BderivedItem 5.D individuals plus high net worth individuals
Private client share: 93%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 8
RAUM per advisor: $149Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 26
Advisory employees: 9
Offices: 5Schedule D 1.F, beyond the principal office
Accounts: 2,178
Individual clients: 142
High net worth clients: 232
Custody, client assets: $669M
SEC number: 801-33972
CIK: 1802080
CRD: 104711
Filings on the tape: 49
First filed: Mar 22, 2012
Latest filed: Sep 11, 2026
Organised: Corporation, FL

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
MATTHEW DAVID SANEHOLTZ	Certified Financial Planner\|Chartered Financial Analyst	PLANTATION, FL	17	20	n/a	no
MARIANELA NMN COLLADO	Certified Financial Planner\|Personal Financial Specialist	PLANTATION, FL	10	10	n/a	no
YESENIA REALEJO	Certified Financial Planner	PLANTATION, FL	8	11	1	no
Franklin G Gay	Certified Financial Planner	PLANTATION, FL	6	10	1	no
CHARLES JOHN NESMITH	Certified Financial Planner\|Chartered Financial Analyst	PLANTATION, FL	5	15	2	no
EDZAI K CHIMEDZA	Certified Financial Planner	PLANTATION, FL	5	16	n/a	no
Francheska M Ruiz	Certified Financial Planner	PLANTATION, FL	1	13	1	no
Chad Williamson	Certified Financial Planner	PLANTATION, FL	1	10	2	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
COLLADO, EDGAR, NMN	CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER & CHIEF OPERATIONS OFFICER	B	yes	10/2017	Sep 11, 2026	Sep 11, 2026
COLLADO, MARIANELA, NMN	CHIEF EXECUTIVE OFFICER	D	yes	01/2016	Sep 11, 2026	Sep 11, 2026
REALEJO, YESENIA	WEALTH ADVISOR	Na	yes	01/2024	Sep 11, 2026	Sep 11, 2026
SANEHOLTZ, MATTHEW, DAVID	President	C	yes	01/2016	Sep 11, 2026	Sep 11, 2026
FRANCO-CICERO, CATALINA, MARIA	WEALTH ADVISOR	Na	yes	01/2024	Mar 27, 2024	Jul 1, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 15 of 16

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 7, 2026	$1.2B	$1.2B	26	9	5	n/a	n/a
2024	Mar 24, 2025	$892M	$867M	25	8	5	n/a	n/a
2023	Mar 27, 2024	$756M	$735M	21	8	2	n/a	n/a
2022	Mar 27, 2023	$641M	$622M	19	7	0	n/a	n/a
2021	Mar 28, 2022	$650M	$628M	16	7	0	n/a	n/a
2020	Mar 24, 2021	$513M	$493M	16	8	0	n/a	n/a
2019	Mar 18, 2020	$429M	$410M	15	8	0	n/a	n/a
2018	Mar 20, 2019	$330M	$314M	10	7	0	n/a	n/a
2017	Mar 21, 2018	$325M	$308M	10	6	0	n/a	n/a
2016	Feb 27, 2017	$272M	$256M	7	5	n/a	n/a	n/a
2015	Mar 7, 2016	$240M	$219M	6	4	n/a	n/a	n/a
2014	Mar 24, 2015	$246M	$225M	6	3	n/a	n/a	n/a
2013	Mar 20, 2014	$229M	$209M	6	2	n/a	n/a	n/a
2012	Mar 18, 2013	$197M	$180M	6	2	n/a	n/a	n/a
2011	Mar 22, 2012	$179M	$164M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	1	-1	12.5%	0	0	0	2	2

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$1.2B	$892M	33.5%	$641M	22.9%	26	25	5	5

Relationships

Registered with (12)

← Chad WilliamsonAdvisorregistration: current employment
Mar 5, 2025 to presentfactForm ADV
← Francheska M RuizAdvisorregistration: current employment
Jan 17, 2025 to presentfactForm ADV
← EDZAI K CHIMEDZAAdvisorregistration: current employment
Sep 13, 2021 to presentfactForm ADV
← CHARLES JOHN NESMITHAdvisorregistration: current employment
Apr 7, 2021 to presentfactForm ADV
← Franklin G GayAdvisorregistration: current employment
Aug 27, 2020 to presentfactForm ADV
← YESENIA REALEJOAdvisorregistration: current employment
Sep 11, 2018 to presentfactForm ADV
← MARIANELA NMN COLLADOAdvisorregistration: current employment
Oct 23, 2015 to presentfactForm ADV
← MATTHEW DAVID SANEHOLTZAdvisorregistration: current employment
Nov 17, 2008 to presentfactForm ADV
← Christopher Cruz BrooksAdvisorregistration: previous registration
Jul 13, 2023 to Nov 12, 2025factForm ADV
← CATALINA MARIA FRANCO-CICEROAdvisorregistration: previous registration
Nov 21, 2017 to Dec 31, 2024factForm ADV
← ANTHONY JOSEPH LABRAKEAdvisorregistration: previous registration
Sep 8, 2020 to Mar 10, 2021factForm ADV
← DANIEL JOSHUA TOBIASAdvisorregistration: previous registration
Jul 21, 2014 to Oct 19, 2015factForm ADV

Controls (5)

← COLLADO, EDGAR, NMNOwnerCHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER & CHIEF OPERATIONS OFFICER, ownership code B, individual
Mar 21, 2018 to Jul 1, 2024factForm ADV
← SANEHOLTZ, MATTHEW, DAVIDOwnerPRESIDENT, ownership code C, individual
Mar 24, 2015 to Jul 1, 2024factForm ADV
← FRANCO-CICERO, CATALINA, MARIAOwnerWEALTH ADVISOR, ownership code NA, individual
Mar 27, 2024 to Jul 1, 2024factForm ADV
← REALEJO, YESENIAOwnerWEALTH ADVISOR, ownership code NA, individual
Mar 27, 2024 to Jul 1, 2024factForm ADV
← COLLADO, MARIANELA, NMNOwnerCHIEF EXECUTIVE OFFICER, ownership code D, individual
Mar 7, 2016 to Jul 1, 2024factForm ADV

Dated events

Occurred
Mar 11, 2026
Regulatory AUM changed
Tobias Financial Advisors reported RAUM $1.2B, up 33% from $892.2M (2025-10-22 to 2026-03-11)
Form ADVobserved 4 days ago
$299M
Occurred
Nov 12, 2025
Advisor changed firm
Christopher Cruz Brooks left Tobias Financial Advisors for Waverly Advisors, Llc (registered 2025-12-17)
Form ADVobserved 4 days ago
Occurred
Dec 31, 2024
Advisor changed firm
Catalina Maria Franco-Cicero left Tobias Financial Advisors for Build A Better Financial Future Llc (registered 2025-08-04)
Form ADVobserved 4 days ago
Occurred
Mar 27, 2024
Control person joined
Yesenia Realejo (Wealth Advisor) appeared on Schedule A of Tobias Financial Advisors
Form ADVobserved 4 days ago
Occurred
Mar 27, 2024
Control person joined
Maria Catalina Franco-Cicero (Wealth Advisor) appeared on Schedule A of Tobias Financial Advisors
Form ADVobserved 4 days ago
Occurred
Mar 28, 2022
Regulatory AUM changed
Tobias Financial Advisors reported RAUM $650.0M, up 27% from $513.0M (2021-09-29 to 2022-03-28)
Form ADVobserved 4 days ago
$137M

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:9ca25388-aa26-e57a-7627-e7b0e4779219
First observed: Mar 22, 2012
Last observed: Sep 11, 2026 8 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

TOBIAS FINANCIAL ADVISORS

TOBIAS FINANCIAL ADVISORS, INC., CRD 104711

PLANTATION, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:9ca25388-aa26-e57a-7627-e7b0e4779219

Data as of Sep 11, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:32 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

MATTHEW DAVID SANEHOLTZ

Certified Financial Planner|Chartered Financial Analyst

PLANTATION, FL

n/a

MARIANELA NMN COLLADO

Certified Financial Planner|Personal Financial Specialist

PLANTATION, FL

n/a

YESENIA REALEJO

Certified Financial Planner

PLANTATION, FL

Franklin G Gay

Certified Financial Planner

PLANTATION, FL

CHARLES JOHN NESMITH

Certified Financial Planner|Chartered Financial Analyst

PLANTATION, FL

EDZAI K CHIMEDZA

Certified Financial Planner

PLANTATION, FL

n/a

Francheska M Ruiz

Certified Financial Planner

PLANTATION, FL

Chad Williamson

Certified Financial Planner

PLANTATION, FL

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

COLLADO, EDGAR, NMN

CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER & CHIEF OPERATIONS OFFICER

yes

10/2017

Sep 11, 2026

COLLADO, MARIANELA, NMN

CHIEF EXECUTIVE OFFICER

yes

01/2016

Sep 11, 2026

REALEJO, YESENIA

WEALTH ADVISOR

yes

01/2024

Sep 11, 2026

SANEHOLTZ, MATTHEW, DAVID

President

yes

01/2016

Sep 11, 2026

FRANCO-CICERO, CATALINA, MARIA

WEALTH ADVISOR

yes

01/2024

Mar 27, 2024

Jul 1, 2024

City

State

Country

Employees

Also broker-dealer

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 7, 2026

$1.2B

n/a

2024

Mar 24, 2025

$892M

$867M

n/a

2023

Mar 27, 2024

$756M

$735M

n/a

2022

Mar 27, 2023

$641M

$622M

n/a

2021

Mar 28, 2022

$650M

$628M

n/a

2020

Mar 24, 2021

$513M

$493M

n/a

2019

Mar 18, 2020

$429M

$410M

n/a

2018

Mar 20, 2019

$330M

$314M

n/a

2017

Mar 21, 2018

$325M

$308M

n/a

2016

Feb 27, 2017

$272M

$256M

n/a

2015

Mar 7, 2016

$240M

$219M

n/a

2014

Mar 24, 2015

$246M

$225M

n/a

2013

Mar 20, 2014

$229M

$209M

n/a

2012

Mar 18, 2013

$197M

$180M

n/a

2011

Mar 22, 2012

$179M

$164M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-1

12.5%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$1.2B

$892M

33.5%

$641M

22.9%