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
Bob 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, 2023TCI Recognized as top RIA firm by Financial Advisor in 2022
Jul 28, 2022Phoenix Business Journal Ranked TCI Among Largest Investment Advisors in Phoenix
May 25, 2022Two Advisors Join TCI Wealth Advisors
Apr 8, 2022Lily Styrmoe, CFP®, CSRIC™ writes op-ed for Financial Planning
Feb 7, 2022