This year’s Top 100 ranking showcases wealth management firms based on their size, growth and commitment to excellence.
Refer to RIA Channel’s METHODOLOGY for more information on how firms qualified. “We are delighted to recognize these firms for their independence, their entrepreneurial spirit, and their ability to emerge as leaders in their field,” said the publication on their website.
Sam Swift, CFA, CFP®, AIF®, TCI CEO and Advisor, Quoted in USA Today
Mar 10, 2025Scott Bennett, CFP® Featured in Tucson Lifestyle Magazine
Nov 13, 2024TCI Named Top 100 Firm in U.S. by Barron’s
Sep 25, 2024Financial Advisor Magazine Ranks TCI Among Top RIAs for 2024
Aug 20, 2024Sam Swift, CFA, CFP®, AIF® interviewed on CBS Affiliate, KOLD 13 News
Aug 5, 2024Phoenix Business Journal Ranked TCI Among Largest Investment Advisors in Phoenix
Jun 3, 2024TCI Recognized by Financial Advisor as Top RIA in 2023
Jan 25, 2024