What departments does TCI Wealth Advisors have?

TCI Wealth Advisors has employees across 7 departments including Entrepreneurship, Finance, Analytics, Support, Operations.

What is the largest department at TCI Wealth Advisors?

The largest department at TCI Wealth Advisors is Finance with 5 employees.

Where are TCI Wealth Advisors employees located globally?

TCI Wealth Advisors has employees across 2 continents and 2 countries including United Kingdom Of Great Britain And Northern Ireland, United States Of America.

How has TCI Wealth Advisors's team size changed over time?

TCI Wealth Advisors's team has decreased from approximately 100 to 61 employees based on available data.

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TCI Wealth Advisors Employee Directory

Financial ServicesArizona, United States51-200 Employees

TCI Wealth Advisors is an independent, fee-only wealth advisory firm operating in the financial services industry. The firm provides fiduciary wealth advisory, investment management, and financial planning services. Based in Tucson, Arizona, it has offices in Tucson, Scottsdale, Flagstaff, Reno/Tahoe, and Denver and employs 51 to 200 people. TCI Wealth Advisors has nearly $3 billion in assets under management and is described as one of the largest independent registered investment advisory firms in the Western United States. The company emphasizes a client-first mission and aims to simplify clients' lives through open communication and respectful service.

TCI Wealth Advisors Global Highlights

North America
147

United States Of America
147

Europe
1

United Kingdom Of Great Britain And Northern Ireland
1

TCI Wealth Advisors's Leadership

B. S.
Owner
Mobile Phone
Email
A. C.
Director Of Finance
Mobile Phone
Email
D. S.
Md, Cfp
Mobile Phone
Email
J. O.
Manager, Client Coordinator
Mobile Phone
Email
T. O.
Manager
Mobile Phone
Email
L. C. J.
Senior Relationship Associate
Mobile Phone
Email
G. R.
Senior Relationship Associate
Mobile Phone
Email
J. B.
Portfolio Analyst
Mobile Phone
Email

TCI Wealth Advisors Employee Metrics

100%

50%

2026

2025

Finance
Operations
Marketing
Human Resources
Support
Other
Banking
Consultant
Business
Entrepreneurship
Branding
Community & Social Services

Contact profiles from TCI Wealth Advisors

Name

Title

Contact Info

Location

Last Update

A. C.
Position Operations
Mobile Phone
Email
Oct 17, 2024
B. H.
Client Service
Mobile Phone
Email
Oct 24, 2024
D. H.
Associate
Mobile Phone
Email
Oct 22, 2024
K. H.
Operations Associate
Mobile Phone
Email
Oct 18, 2024
L. H.
Associate
Mobile Phone
Email
Oct 18, 2024
L. S.
Financial Advisor
Mobile Phone
Email
Jun 08, 2026
L. R.
Client Service
Mobile Phone
Email
Oct 16, 2024
L. C.
Finance Associate
Mobile Phone
Email
Oct 22, 2024
M. H.
Administrative Associate
Mobile Phone
Email
Oct 16, 2024
M. R.
Financial Planning Associate
Mobile Phone
Email
Oct 23, 2024

Frequently Asked Questions

What is TCI Wealth Advisors known for?

TCI Wealth Advisors was founded in 1990 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-520-733-****

. Explore TCI Wealth Advisors's company overview page for more information.

What is TCI Wealth Advisors's most common email format?

TCI Wealth Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more TCI Wealth Advisors email formats with LeadIQ.

How many employees does TCI Wealth Advisors have currently?

TCI Wealth Advisors has approximately 109 employees as of July 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are TCI Wealth Advisors's key employees and leadership?

As of July 2026, TCI Wealth Advisors's key employees include:

Owner: B. S.
Director Of Finance: A. C.
Md, Cfp: D. S.
Manager, Client Coordinator: J. O.
Manager: T. O.

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TCI Wealth Advisors Employee Directory

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