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Last updated: January 16th, 2020. Data source: SEC filings.
TCI Wealth Advisors, federally registered in 1990, is a Registered Investment Advisor (RIA) in 32 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.
|Rank (United States)||Top 5%|
|Advisors Directory||View Directory|
|Avg Advisor Years Registered||7|
|Percentage of Advisors Trusted||83%|
|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, VT, VA, WA, WI|
Debra wrote: Do you have an advisor in Fredericksburg, VA?8 months ago
Currently, all of TCI Wealth Advisors offices are located in the western US.