# Tobias Financial Advisors

Tobias Financial Advisors is a Multi Family Office based in Plantation, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Plantation, United States
- **Region:** North America
- **Address:** Fort Lauderdale, FL, United States
- **Founded:** 1984
- **Assets under management:** $1B – $10B (Altss estimate)
- **Website:** tobiasfinancial.com
- **LinkedIn:** https://www.linkedin.com/company/tobias-financial-advisors-inc

## Regulatory record

- **CRD number:** 104711
- **SEC file number:** 801-33972
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-04-07T00:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/104711

## About

Tobias Financial Advisors is an SEC-registered investment adviser in Plantation, FL, since 1989. The firm manages $1.2 billion in assets. It has 26 employees and 9 investment advisers.

## Sectors

- Private Wealth Management
- Tax Planning
- Estate Planning
- Insurance and Risk Management

## Offices

- Miami, FL

## People

- Ron Buttar — CEO
- Jeffrey M. Verdon — Managing Principal

## Questions

### Who runs investment decisions at Tobias Financial Advisors?

Ron Buttar serves as CEO and oversees the investment committee. Jeffrey M. Verdon is Managing Principal and leads wealth planning. The committee includes seasoned portfolio managers and tax strategists (per firm website).

### How does Tobias source proprietary deal flow?

The firm does not publicly describe a proprietary deal-sourcing operation. Tobias allocates to alternatives mostly through established fund managers and real estate syndications, not direct private investments (per firm website).

### Does Tobias participate in fund commitments or only direct deals?

Tobias participates primarily through fund commitments. Client portfolios access alternative investments via external private equity funds, real estate partnerships, and private credit vehicles, not through direct co-investment SPVs (per firm website).

### What investment stages does Tobias typically target?

Tobias focuses on liquid public markets for the core portfolio. Its alternative sleeve targets income-oriented private real estate and growth-stage private equity, though the firm does not publicly specify a stage preference beyond diversified long-term growth (per firm website).

### How is Tobias related to Joel Tobias?

Joel Tobias founded the firm in 1984 and led it until his retirement. Ron Buttar, the current CEO, was a long-time partner who assumed leadership upon Tobias's retirement. The firm retains the founder's name but operates under professional management (per firm website).

## Related profiles

- [Quan Vest Consultants Inc](https://altss.com/profile/quan-vest-consultants-inc)

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Last updated: 2026-07-06T01:24:27.226Z

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