TCI Wealth Advisors

Is this your firm? Verify your profile

Trust Score 98%
Trust Score  info_outline

TCI Wealth Advisors, federally registered in 1990, is a Registered Investment Advisor (RIA) in 31 state(s) with a licensed staff of 24 advisors. TCI Wealth Advisors manages $2.5 billion and provides investment advisory services for 2,167 clients (1:91 advisor/client ratio). This firm does not have a disciplinary history.

Last updated: October 16th, 2019. Data source: SEC filings.


View More keyboard_arrow_down


View More keyboard_arrow_down

Download PDF

Firm Information

Feature Value
Rank (United States) Top 5%
Advisors Directory View Directory
Top Advisor Douglas Lee Nelson
Avg Advisor Trust Score 97
Avg Advisor Years Registered 8
Minimum Investment $100,000
Average Client Balance $1,137,160
Total AUM $2.5 billion
Advisor / Client Ratio 1:91
Headquarters 4011 East Sunrise Drive Tucson, AZ 85718
SEC Filings Forms and Brochures    (CRD # 107373)
State(s) Registered AZ, CA, CO, CT, FL, GA, ID, IL, IN, KS, LA, MD, MA, MI, MN, MT, NE, NV, NH, NJ, NM, NY, NC, OR, PA, TN, TX, UT, VA, WA, WI

Questions & Answers

Get answers about TCI Wealth Advisors

Ask a question question_answer

Debra wrote: Do you have an advisor in Fredericksburg, VA?

5 months ago
Response from Jessica H at

Currently, all of TCI Wealth Advisors offices are located in the western US.