TCI WEALTH ADVISORS, INC.

CRD 107373 · SEC 801-37083

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4011 EAST SUNRISE DRIVE, TUCSON, AZ, 85718, United States

Phone

520-733-1477

Fax

520-733-1488

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$5.37B

Discretionary AUM

$5.35B

Team

72 total employees; 45 advisory reps; 19 broker-dealer reps

Clients

More than 500

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Corporation

Filing date

2026-04-22

Disciplinary history

Services

Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers

Client types

Type	Clients	AUM
Individuals	1899	$816.7M
High net worth individuals	1290	$4.35B
Pension/profit sharing plans	49	$122.8M
Charitable organizations	8	$45.1M
Corporations/business entities	22	$33.8M

States served

VT, AZ, CA, CO, GA, ID, IL, IN, KS, KY, LA, ME, MD, MA, MI, MN, MT, NE, NV, NJ, NM, NY, NC, OH, OR, PA, SC, TN, UT, VA, WI, WY, WA, TX, NH, HI, CT, FL

All web addresses on file

HTTPS://TWITTER.COM/TCIWEALTH?LANG=EN
HTTPS://WWW.LINKEDIN.COM/COMPANY/TCI-WEALTH-ADVISORS-INC-
HTTPS://WWW.TCIWEALTH.COM
https://www.facebook.com/TCIWealthAdvisors/

Official SEC filing: View on IAPD