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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between October 22, 2025 and April 7, 2026, reported AUM increased 33.5%, from $892.2M to $1.2B.
Across 5 reported observations, AUM increased 83.2% between December 21, 2022 and April 7, 2026, from $650.0M to $1.2B.
Of the latest reported AUM, 97.6% is discretionary and 2.4% is non-discretionary.
The firm reports 9 advisory representatives and 387 clients, or 43 clients per representative. That equates to $3.1M in reported AUM per client.
The profile lists 1 reported office location and 37 years in operation. The source data was last updated on September 11, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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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
Unlock allContacts
EDZAI K CHIMEDZA
Financial Advisor, General Partner
- CRD
- #5539081
Franklin G Gay IV
Wealth Advisor
- CRD
- #7218874
Showing 2 of 9 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
SMA allocation detail is available
Tobias Financial Advisors has reported separately managed account data across 8 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Tobias Financial Advisors's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.