TCI Wealth Advisors

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Trust Score 98%
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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.

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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



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

5 months ago
Response from Jessica H at Investor.com

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