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TCI WEALTH ADVISORS, INC.

CRD 107373File 801-37083
APPROVED
Retail clients
Custody
Filing as of Apr 22, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$5.37B
Top 25% of cohort (national)
Discretionary AUM
$5.35B
Non-discretionary $22.5M
Clients
3,268
11,863 accounts
Employees
72
Top 10% of cohort in AZ

Identity & registration

ADV Item 1
Organization form
Corporation
Firm type
Registered
SEC region
LARO
Registration date
Aug 30, 1990
Principal office
4011 EAST SUNRISE DRIVE, TUCSON, AZ, 85718
Phone
520-733-1477

Assets & accounts

ADV Item 5F
Total regulatory AUM
$5.37B
Discretionary AUM
$5.35B
Non-discretionary AUM
$22.5M
Discretionary accounts
11,856
Non-discretionary accounts
7
Total accounts
11,863
AUM per client
$1.6M

Clients by type

ADV Item 5D
Client typeClientsAUM
Other22$33.8M
Charitable organizations8$45.1M
High net worth individuals1,290$4.35B
Pension and profit sharing plans49$122.8M
Individuals (other than high net worth individuals)1,899$816.7M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Fixed fees
  • Hourly charges
  • A percentage of assets under your management

Advisory activities

  • Financial planning services
  • Selection of other advisers
  • Portfolio management for other
  • Portfolio management for individuals and/or small businesses

Custody

ADV Item 9
Firm Custody Cash
Yes
Firm Custody Assets
Yes
Firm Custody Clients
Yes
Firm Custody Securities
Yes
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.