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.
Full Ranking/Article: 100 Fastest Growing RIA Firms Over Ten Years
Two Advisors Join TCI Wealth AdvisorsApr 8, 2022
Lily Styrmoe, CFP®, CSRIC™ writes op-ed for Financial PlanningFeb 7, 2022
TCI Wealth Advisors named as 2021 Top-Ranked Financial Advisor in Phoenix & ScottsdaleJan 25, 2022
Expertise.com names TCI 2021 Best Financial Advisors in TucsonNov 19, 2021
Bob Swift quoted by CNBCNov 18, 2021
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