Wealth Manager
    SEC Registered
    Manages Private Funds

    Tci Wealth Advisors, Inc.

    Registered investment advisor · Tucson, Arizona · CRD #107373

    Assets Under Management
    $5.4B
    Client Accounts
    11,863
    Employees
    71
    CRD Number
    107373
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Tci Wealth Advisors, Inc.

    TCI Wealth Advisors, Inc. is an independent, fee-only registered investment advisory firm based in Tucson, Arizona. Founded in 1990 by Bob Swift, the firm has grown significantly and now manages billions in assets. TCI operates multiple offices across Arizona, Nevada, and Colorado, employing around 75 professionals, including advisors with various financial designations. The firm specializes in wealth management, investment management, and financial planning, offering tailored services that ali

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Tci Wealth Advisors, Inc.

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Tci Wealth Advisors, Inc.'s AUM?

    Tci Wealth Advisors, Inc. reports approximately $5.4B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Tci Wealth Advisors, Inc. headquartered?

    Tci Wealth Advisors, Inc. is headquartered in Tucson, Arizona.

    What is Tci Wealth Advisors, Inc.'s CRD number?

    Tci Wealth Advisors, Inc.'s CRD number is 107373. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Tci Wealth Advisors, Inc. manage?

    Tci Wealth Advisors, Inc. manages approximately 11,863 client accounts according to its latest SEC filing.

    Is Tci Wealth Advisors, Inc. SEC registered?

    Yes, Tci Wealth Advisors, Inc. is registered with the SEC as an investment adviser with an approved registration status.

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