For the third consecutive year, TCI Wealth Advisors, Inc. has been named among the Top 300 Registered Investment Adviser (RIA) firms. The list recognizes top independent RIA firms from across the United States.
The Financial Times considered over 1,500 Registered Investment Advisor firms with more than $300 million assets under management. The firms were evaluated on six criteria: assets under management; asset growth; the firm’s years in existence; advanced industry credentials of the firm’s advisors; SEC compliance record; and online accessibility. For a complete listing of all the firms, visit www.ft.com/reports/registered-investment-advisers. Neither the RIA firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 300. The “average” FT 300 firm has been in existence for 22 years and manages $2.6 billion in assets. The 300 top RIAs hail from 34 states and Washington, D.C.
The 2016 Financial Times 300 Top Registered Investment Advisors is an independent listing produced by the Financial Times (June, 2016). The FT 300 is based on data gathered from RIA firms, regulatory disclosures, and the FT’s research. As identified by the FT, the listing reflected each practice’s performance in six primary areas, including assets under management, asset growth, compliance record, years in existence, credentials and accessibility. Neither the RIA firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 300.
Link to full report on FT.com: http://www.ft.com/intl/reports/registered-investment-advisers
Financial Times 300 2016 list: http://www.ft.com/cms/s/2/37bd6974-31b9-11e6-ad39-3fee5ffe5b5b.html#axzz4C7yCZ1yy
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
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