TCI Wealth Advisors, Inc.

RIASEC Registered

Total AUM

$5.4B

Discretionary

$5.3B

100% of AUM

Avg account

$453K

Accounts

11,863

Employees

72

Advisory reps

49

Firm details

Headquarters: Tucson, Arizona
CRD number: 107373
Registered since: August 30, 1990
Website: tciwealth.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI81.03%
Individuals15.21%
Pension & Profit Sharing Plans2.29%
Charitable Organizations0.84%
Corporations / Businesses0.63%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

TCI Wealth Advisors, Inc. is an independent registered investment adviser that has been SEC registered since 1990. The firm serves individuals, families and institutional clients, providing financial planning, portfolio management for individuals and small businesses, pension consulting services and selection-of-other-advisers work. Its fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. TCI identifies as a capital allocator and reports being an active ESG investor. The firm received recognition from FA Magazine as a Top RIA Firm in 2020.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds91%
Exchange Traded Equities4%
Cash & Cash Equivalents3%
State & Local Bonds1%

Owners & executives

Contacts

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 136

Active vs passive

$2.1B in ETFs

Passive

12%

$243M

Active

87%

$1.8B

ETF	Provider	Style	Category	Value	Shares	% of portfolio
DIMENSIONAL US EQUITY MARKET ETF (DFUS)	Dimensional	Active	Large Blend	$341M	4,110,854	16.40%

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Primary office

Tucson, AZ

Pima

Location

Tucson, AZ

Headquartered in Tucson, AZ, anchoring the Tucson-Nogales, AZ metro in the West.

Metro area: Tucson-Nogales, AZ
Region: West
County: Pima
Address: 4011 E Sunrise Dr
Time zone: MT (UTC-7)
Office locations

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