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 Named Among Financial Planning’s RIA Leaders for 2025
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, 2025InvestmentNews: TCI a Top Independent High Net Worth Advisor in 2025
Mar 26, 2025Sam Swift, CFA, CFP®, AIF®, TCI CEO and Advisor, Quoted in USA Today
Mar 10, 2025