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TCI WEALTH ADVISORS, INC.

TUCSON, AZ · CRD 107373 · IAPD ↗ · 520-733-1477

$5.37BRegulatory AUM
45Advisory reps
72Employees
19Clients
More than 500Planning clients
0Private funds
38States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

49
March 2026 — TCI WEALTH ADVISORS, INC. notice-filed in KY, VT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
December 2025 — TCI WEALTH ADVISORS, INC. notice-filed in ME.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
August 2025 — TCI WEALTH ADVISORS, INC. added office(s): 5 -> 6 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
47
April 2025 — TCI WEALTH ADVISORS, INC. notice-filed in HI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
84
March 2025 — TCI WEALTH ADVISORS, INC. grew from 27 to 41 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
47
June 2024 — TCI WEALTH ADVISORS, INC. notice-filed in LA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.