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
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
Cody Cassidy, CFP® quoted in Financial PlanningMar 8, 2021