In a ranking just published by Financial Planning magazine, TCI ranked #64 in the 2016 list of Top 150 RIA firms in the country. Furthermore, TCI is honored to be the only firm in Arizona included in the ranking. The publication captures truly independent firms, by listing firms that remain free of affiliations with broker-dealers, insurance firms, banks and large outside investors.
Discovery Data compiled the rankings based on discretionary and nondiscretionary assets under management listed on SEC Form ADV. To capture independent fee-only planning firms, every effort is made to exclude firms with broker-dealer and insurance company affiliations and those with substantial outside ownership stakes held by private equity firms and some outside investors. The list also does not include roll-ups, aggregators or turnkey asset management programs. To capture firms that provide true holistic financial advice to individuals, only firms with 50% or more individual clients, as can be determined through the Form ADV, are included. Subjective review of unusual cases may result in inclusion or exclusion based on factors unique to those firms. As the RIA industry evolves, so does the criteria.
Lily Styrmoe, CFP®, CSRIC™ named 2021 Rising Star by Financial PlanningAug 25, 2021
Bob Swift Named Finalist for Annual Invest in Others Charitable Foundation AwardJul 22, 2021
Lily Styrmoe, CFP®, CSRIC™ interviewed for CreditDonkeyJul 16, 2021
Lily Styrmoe, CFP®, CSRIC™ quoted in The Arizona RepublicMay 17, 2021
Dana Sandoval, CFP® Speaks to USA TODAYApr 19, 2021
TCI Wealth Advisors Mentioned in Inside Tucson BusinessApr 14, 2021
TCI Receives Gallup Exceptional Workplace Award for Second Consecutive YearMar 18, 2021