Scott Bennett, CFP®, Cody Cassidy, CFP®, and Justin Rodriguez, CFP® were named to AdvisorHub’s 2026 Next Gen Advisors to Watch list. The list recognizes 100 advisors under age 45 who lead some of the largest and fastest-growing teams included in the ranking.
Ryan Halvorson, CFP®, and Josh Rennie, CFP® were named to AdvisorHub’s 2026 RIAs to Watch list, which recognizes 250 advisors representing productive RIA teams that have achieved scale while maintaining service and healthy growth.
AdvisorHub evaluates nominees based on the scale and quality of their practices, year-over-year growth and overall professionalism. Considerations include assets, production, level of service, client and household growth, regulatory record, community involvement and team composition. Participation is open to qualifying firms and advisors, and AdvisorHub does not charge a fee to participate in or promote the ranking.
Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she/they will experience a certain level of results if TCI is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of TCI by any of its clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers. TCI does not pay fees to be considered for any ranking or recognition but may purchase plaques or reprints to publicize rankings.
AdvisorHub has recognized five TCI Wealth Advisors professionals on its 2026 Advisors to Watch lists
Jul 14, 2026Jessica Nelson Appointed to Holistiplan’s 2026 Enterprise Customer Advisory Board
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Dec 1, 2025TCI Named a Top RIA by Financial Advisor Magazine for 2025
Jul 16, 2025TCI CEO Sam Swift, CFA, CFP®, AIF® Guests on The Behavioral Divide Podcast
Apr 30, 2025Michael Preis, CFA, TCI’s CIO, Speaks to Citywire RIA About Joining Firm
Apr 22, 2025Sam Swift, CFA, CFP®, AIF®, TCI CEO and Advisor, Quoted in The Arizona Republic
Apr 17, 2025