We are thrilled to announce that Tobias Financial Advisors made the Worth Magazine’s 2024 Leading Advisors List. This prestigious recognition, granted by Worth Media Group in collaboration with ISS Market Intelligence, is a testament to the exceptional service and expertise we continuously strive to provide to our clients nationwide. Our inclusion in this list, which evaluated over 40,000 firms to identify the top 300 independent Registered Investment Advisors (RIAs), underscores our commitment to excellence in the wealth management industry.
The 2024 edition of the Leading Advisors List features over 275 independent RIA firms, chosen through a meticulous evaluation process that includes key performance indicators such as assets under management, annual growth rates, and average client size. Tobias Financial Advisors is honored to be one of only seven firms from Florida to make this list. We are excited and grateful for this recognition, which motivates us to continue delivering outstanding financial advisory services to our clients.
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Methodology:
Featured Registered Investment Advisor firms has successfully cleared stringent benchmarks:
- AUM of Over $500 Million: Demonstrates substantial experience and trust in handling significant wealth.
- Predominantly High-Net-Worth Clients: Shows specialized expertise in managing the complex financial situations typical of wealthier clients.
- Substantial Planning Clientele: Indicates a focus on comprehensive financial planning rather than simple asset management.
- Independence from Broker-Dealers: Ensures advice is unbiased and purely client-centric.
The rankings were developed in collaboration with Institutional Shareholder Services (ISS), a proxy advisory firm that helps investors comply with SEC rules for Form N-PX disclosure of proxy voting records. The Securities and Exchange Commission (SEC) requires companies to compile and present financial and business information, reports, and disclosures to provide transparency to investors and the public. Leading Advisor assessments are based on the data that firms submit to the SEC in these disclosures. The public can review SEC filings through the commission’s online database, EDGAR. This recognition comes at no cost to Tobias Financial Advisors.