About TCI Wealth Advisors, Inc.
<p>From its Tucson headquarters in Southern Arizona, TCI Wealth Advisors, Inc. runs a fee-only Registered Investment Advisor (RIA) with offices across the Southwest and Mountain West, including Scottsdale and Flagstaff, Arizona, plus Reno, Nevada, and Denver, Colorado, with a Phoenix, Arizona location also listed.</p> <p>Founded in 1990, the firm has 75 employees and reports $4.5B in assets under management (2026). Alongside private wealth management, TCI works with retirement plans as a <a href="/plan-advisors">plan advisor</a>, handling plan design and participant advice, and taking on 3(38) investment manager duties when appropriate.</p> <p>For individuals and families, TCI’s service menu includes Life Strategy, Financial Education, Cash Flow Strategy, Investment Strategy, Tax Planning, Estate Planning, and Insurance Planning. The team includes Wealth Managers and Financial Advisors, with many holding CFP®, CFA, and CPA designations.</p> <p>TCI’s differentiator is its multi-office, multi-generational advisor team that combines wealth planning work with retirement plan support under one firm.</p> <ul> <li>Fee-only RIA with retirement plan advisory services</li> <li>Retirement plan services: 3(38), participant advice, plan design</li> <li>Wealth planning: cash flow, investments, tax, estate, and insurance planning</li> <li>Offices in Arizona, Nevada, and Colorado (Tucson HQ)</li> </ul>
Website: https://tciwealth.com/
Founded: 1990
Employees: 75
Office Locations
- Reno, NV
- Phoenix, AZ
- Phoenix, AZ
- Reno, NV
- Scottsdale, AZ
- Denver, CO
- Denver, CO
- Flagstaff, AZ
- Tucson, AZ (Headquarters)
Accreditations & Certifications
- ChFC®
- CFA®
- AIF®
- Other
- CFP®
Services Offered
- 3(38) Investment Manager
- Participant Investment Advice
- Plan Design Consulting
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $4.5B
Team Members
- Adam Sullivan, Advisor
- Addison Adelberg, CFP®, Advisor
- Amy Richardson, CFP®, CWS®, MBA, CPWA®, Shareholder, Management
- Andrea Frazer, CFP®, Financial Planning Associate
- Ashley Boykin, Financial Planning Associate
- Brad Hostetler, Financial Planning Associate
- Casey O’Donovan, CFP®, Advisor
- Cody Cassidy, CFP®, Advisor, Shareholder
- Connie Chan, Financial Planning Associate
- Devon Brown, Financial Planning Associate