TCI was ranked #50 by Forbes magazine among 100 Fastest Growing RIA Firms over ten years, and the only one included in Arizona.
To be considered for the ranking, each firm must be a registered investment advisor (RIA) with the SEC, provide wealth management services and serve individual clients as a primary focus. Broker/dealers, hedge funds, those managing large funds and firms with disciplinary disclosures were excluded. As the RIA market changes and grows, RIA Channel continues to adapt its criteria to the current environment.
According to Forbes, the firms included are leading because of their independence, their commitment to their clients and their ability to grow through a decade of market challenges and rewards.
RIA Channel and RIA Database are independently owned firms, and are not compensated by the media, investment banking firms, asset managers or financial advisors.
Full Ranking/Article: 100 Fastest Growing RIA Firms Over Ten Years
TCI Recognized by Financial Advisor as Top RIA in 2023
Jan 25, 2024TCI Ranked as Top 2023 Denver-Area Wealth Management Firm
Jan 24, 2024Phoenix Business Journal Ranked TCI Among Largest Wealth Managers in Phoenix
Jan 18, 2024Amy Richardson, CFP®, CWS®, MBA speaks to RIABiz
Jan 3, 2024Bob Swift Interviewed by ThinkAdvisor
Jun 21, 2023Sam Swift, CFA, CFP®, AIF® Mentioned in AZ Big Media
Feb 27, 2023Scott Bennett, CFP® speaks to CardRates.com
Jan 23, 2023