TCI Wealth Advisors is honored to be named among Financial Planning’s RIA Leaders for 2025. This year’s RIA Leaders showcase the 150 largest fee-only financial planning firms in the U.S., as identified by COMPLY. Eligible firms operate exclusively on a fee-only model, serve primarily individual or high net worth clients, and have no ties to commission-based activities.
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.
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