# TCI Wealth Advisors, Inc.
Source: https://planprovider.pro/provider/tci-wealth-advisors-inc

> From its Tucson headquarters in Southern Arizona, TCI Wealth Advisors, Inc. runs a fee-only Registered Investment Advisor (RIA) with offices across the South…

Retirement Plan Advisor

Tucson, AZ

## 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/](https://tciwealth.com/)

Founded: 1990

Employees: 75

## Office Locations

- Scottsdale, AZ

- Flagstaff, AZ

- Reno, NV

- Denver, CO

- Phoenix, AZ

- Tucson, AZ (Headquarters)

- Reno, NV

- Denver, CO

- Phoenix, AZ

## Accreditations & Certifications

- CFA®

- Other

- AIF®

- CFP®

- ChFC®

## Services Offered

- 3(38) Investment Manager

- Plan Design Consulting

- Participant Investment Advice

## Client Statistics (2026)

- Total Clients: 0

- Total AUM: $4.5B

## Plans Serviced (2024)

Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).

| Plan|Sponsor|Assets|Participants|

| UNITED AIRLINES PILOT RETIREMENT ACCOUNT PLAN|UNITED AIRLINES, INC., IL|$16.8B|17,444|

| SCHWABPLAN RETIREMENT SAVINGS AND INVESTMENT PLAN|THE CHARLES SCHWAB CORPORATION, TX|$8.9B|32,145|

| INTUIT INC. 401(K) PLAN|INTUIT INC., CA|$3.7B|24,200|

| NORTHERN ARIZONA HEALTHCARE CORPORATION 401(K) PLAN|NORTHERN ARIZONA HEALTHCARE CORP., AZ|$414M|3,856|

## Team Members

- **John Stephens**, MD, MBA, CFA, CFP®, Advisor, Shareholder

- **Juan Sicco**, CFA, Financial Planning Associate

- **Justin Rodriguez**, CFP®, Advisor, Shareholder

- **Ken Riebe**, Advisor, Shareholder

- **Luis Yanez**, Financial Planning Associate

- **Marshall Riebe**, MS, FPQP™, Advisor

- **Rob Rynders**, CFP®, CAP®, Advisor

- **Jerico Maddela**, MBA, CFP®, AIF®, CWS®, Advisor

- **Michael Preis**, CFA®, Management

- **Sam Swift**, CFA, CFP®, AIF®, Advisor, Shareholder, Management

## Other Retirement Plan Advisors in AZ

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- [Brighton Jones LLC](https://planprovider.pro/provider/brighton-jones-llc) - Seattle, WA

- [Clarity Asset Management, Inc.](https://planprovider.pro/provider/clarity-asset-management-inc) - Gilbert, AZ

- [Balboa Wealth Partners, Inc.](https://planprovider.pro/provider/balboa-wealth-partners-inc) - Newport Beach, CA

- [Gallacher Capital Management, LLC](https://planprovider.pro/provider/gallacher-capital-management-llc) - Lone Tree, CO

- [Integrated Financial Solutions, PLLC](https://planprovider.pro/provider/integrated-financial-solutions-pllc) - Tempe, AZ

- [Graystone Consulting Of Morgan Stanley Smith Barney LLC](https://planprovider.pro/provider/graystone-consulting-of-morgan-stanley-smith-barney-llc) - New York, NY

- [Wealthpoint Advisors LLC](https://planprovider.pro/provider/wealthpoint-advisors-llc) - Phoenix, AZ

- [Avantax Advisory Services](https://planprovider.pro/provider/avantax-advisory-services) - Dallas, TX

- [Retirement Wealth Partners, LLC](https://planprovider.pro/provider/retirement-wealth-partners-llc) - Lafayette, LA

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