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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-27-1989
- Office Locations
- 1
Office Locations
About Tobias Financial Advisors
Tobias Financial Advisors is a Florida-based fiduciary wealth management firm providing comprehensive financial planning and customized investment management, with integrated tax, estate, and legacy planning. The team serves business owners, senior executives, and high-achieving professionals, using a collaborative, team-based process from discovery through ongoing plan monitoring. Led by CEO and Senior Wealth Advisor Marianela Collado (CPA/PFS, CFP), the firm is Schwab-custodied and frequently featured in major financial media.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
MARIANELA NMN COLLADO
Chief Executive Officer, Financial Advisor, General Partner
- CRD
- #6569237
- Ownership
- 50% but less than 75%
MATTHEW DAVID SANEHOLTZ
Financial Advisor, General Partner, President
- CRD
- #4567961
- Ownership
- 25% but less than 50%
Showing 2 of 4 owners & executives
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URSULA STEPHANIE AUGER
Wealth Advisor
- CRD
- #4006888
EDZAI K CHIMEDZA
Financial Advisor, General Partner
- CRD
- #5539081
Showing 2 of 10 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,162,682,615 | $534,321 |
| Non-Discretionary | $28,382,365 | $14,191,183 |
| Total | $1,191,064,980 | $546,862 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - OTC | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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