A complete list of active advisors currently associated with TCI Wealth Advisors, Inc.

Warmer can help you find a great advisor at TCI Wealth Advisors, Inc. or one who fits your needs even better.

TCI Wealth Advisors serves individuals (including high‑net‑worth clients), business entities, retirement plans, trusts, estates and charitable organizations with discretionary and non‑discretionary investment management, financial planning, and retirement plan consulting. The firm operates as a fee‑only adviser with a multi‑advisor team and manages several billion dollars in client assets. The firm emphasizes a disciplined, long‑term asset allocation approach that uses institutional asset‑class funds, exchange‑traded funds and mutual funds (including Dimensional Fund Advisors funds), portfolio diversification, and periodic rebalancing; it also offers model asset allocation programs designed to meet the Rule 3a‑4 safe harbor. TCI uses technology such as ByAllAccounts and eMoney for consolidated reporting, may allocate to independent managers, and treats cash as an active asset class in defensive positioning. Notable distinctions disclosed in the brochure include the firm’s use of hypothetical performance in marketing materials, an uncommon practice among peers, and its reliance on DFA funds, which can limit clients’ continued access to certain fund purchases if they change advisers. The brochure also highlights retirement plan work (including ERISA 3(21) and 3(38) engagements) and servicing arrangements that give rise to custody considerations under SEC rules, which trigger ongoing compliance measures such as surprise CPA examinations.

To learn more about the advisors currently working at TCI Wealth Advisors, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.