Denver, CO Office

Team
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TCI Wealth Advisors, Inc.

Multi-team

Firm-wide stats for TCI Wealth Advisors, Inc.

Total advisors

46

Across 5 offices

Clients per advisor

69 High

Avg AUM per client

$1,620,059 High

HNW client ratio

40% High

About

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.

Based on TCI Wealth Advisors, Inc.

Expertise

Wealth management Passive / index investing ESG / Sustainable investing Real estate investing

Based on TCI Wealth Advisors, Inc.

Location

1401 17th St, Suite 330

Denver CO 80202

Advisors at this office

9

Advisors at this office

user avatar

Adam S

Series 65

Denver, CO

TCI Wealth Advisors, Inc.

Adam Sullivan is a financial advisor at TCI Wealth Advisors, Inc. in Denver, CO. He holds a Series 65 designation and has over 15 years of prior experience at Horizon Financial Group LLC before joining TCI in 2025. TCI Wealth Advisors serves individuals, high-net-worth clients, business entities, retirement plans, trusts, estates, and charities, providing discretionary and non-discretionary investment management, financial planning, and retirement plan consulting. The firm’s asset-allocation-driven investment process emphasizes diversification, long-term holding periods, and disciplined rebalancing, primarily using institutional asset-class funds including Dimensional Fund Advisors (DFA) products.

Wealth management Passive / index investing ESG / Sustainable investing Real estate investing
user avatar

Kayla M

Series 65

Denver, CO

TCI Wealth Advisors, Inc.

Kayla Marjanovic is a financial advisor at TCI Wealth Advisors, Inc. in Denver, CO, holding a Series 65 designation with seven years of industry experience. Her prior roles include positions at Shepherd Wealth & Retirement and Holloway Wealth Management. TCI Wealth Advisors serves individuals, high-net-worth clients, business entities, retirement plans, trusts, estates, and charities with discretionary and non-discretionary investment management, financial planning, and retirement plan consulting. The firm employs an asset-allocation-driven investment approach focused on diversification, long-term holding periods, and disciplined rebalancing, primarily using institutional asset-class funds.

Wealth management Passive / index investing ESG / Sustainable investing Real estate investing
user avatar

Amy R

CFP®, Series 66

Denver, CO

TCI Wealth Advisors, Inc.

Amy Richardson is a CFP® with 15 years of industry experience, currently serving as an advisor at TCI Wealth Advisors, Inc. in Denver, Colorado. She has previously worked at Charles Schwab and its affiliated entities from 2016 to 2023. TCI Wealth Advisors provides investment management, financial planning, and retirement plan consulting to individuals, business entities, trusts, estates, and charitable organizations. The firm employs a disciplined, long-term asset allocation strategy using institutional funds and technology-driven reporting, serving clients through a multi-advisor team as a fee-only adviser.

Wealth management Passive / index investing ESG / Sustainable investing Real estate investing
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Bradley H

CFP®, Series 65

Denver, CO

TCI Wealth Advisors, Inc.

Bradley Hostetler is a financial advisor at TCI Wealth Advisors, Inc. in Denver, Colorado. He holds a Series 65 designation and has one year of industry experience, including prior roles at Fidelity Investments and other non-financial sectors. TCI Wealth Advisors serves individuals, high-net-worth clients, business entities, retirement plans, trusts, estates, and charities by providing discretionary and non-discretionary investment management, financial planning, and retirement plan consulting. The firm employs an asset-allocation-driven investment process focused on diversification, long-term holding, and disciplined rebalancing, primarily using institutional asset-class funds such as those from Dimensional Fund Advisors.

Wealth management Passive / index investing ESG / Sustainable investing Real estate investing
user avatar

Andrea F

CFP®, Series 63, Series 66

Denver, CO

TCI Wealth Advisors, Inc.

Andrea Frazer is a CFP® professional with 11 years of industry experience, currently serving as an advisor at TCI Wealth Advisors, Inc. in Denver, CO. Her prior experience includes nine years as a self-employed advisor and time dedicated as a stay-at-home mom. TCI Wealth Advisors provides discretionary and non-discretionary investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, business entities, trusts, estates, and charities. The firm emphasizes an asset-allocation-driven investment process focused on diversification, long-term holding, and disciplined rebalancing, primarily utilizing institutional asset-class funds.

Wealth management Passive / index investing ESG / Sustainable investing Real estate investing
user avatar

Lauren W

CFP®, Series 65

Denver, CO

TCI Wealth Advisors, Inc.

Lauren Williams is a CFP® with six years of industry experience, currently serving as a financial advisor at TCI Wealth Advisors, Inc. in Denver, CO. Her prior experience includes four years at PNC Bank before joining TCI Wealth Advisors in 2018. TCI Wealth Advisors serves individuals, high-net-worth clients, business entities, retirement plans, trusts, estates, and charities, providing discretionary and non-discretionary investment management, financial planning, and retirement plan consulting. The firm emphasizes an asset-allocation-driven investment approach, using institutional asset-class funds and a disciplined rebalancing strategy.

Wealth management Passive / index investing ESG / Sustainable investing Real estate investing
user avatar

Guy H

CFP®

Denver, CO

TCI Wealth Advisors, Inc.

Guy Holman is a CFP® professional with 27 years of industry experience. He has been with TCI Wealth Advisors, Inc. in Denver, CO since 2010. TCI Wealth Advisors serves individuals, high-net-worth clients, business entities, retirement plans, trusts, estates, and charities with discretionary and non-discretionary investment management, financial planning, and retirement plan consulting. The firm employs an asset-allocation driven investment process focused on diversification, long-term holding, and disciplined rebalancing, primarily using institutional asset-class funds including Dimensional Fund Advisors (DFA) products.

Wealth management Passive / index investing ESG / Sustainable investing Real estate investing
user avatar

John K

Series 63, Series 65

Denver, CO

TCI Wealth Advisors, Inc.

John Kilkenny is a financial advisor at TCI Wealth Advisors, Inc. in Denver, Colorado. He holds the Series 63 and Series 65 licenses and has approximately one year of industry experience. Prior to joining TCI Wealth Advisors, he worked at Charles Schwab & Co., Inc. and has a background that includes roles outside the financial industry. TCI Wealth Advisors serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations with investment management, financial planning, and retirement plan consulting. The firm employs a disciplined, long-term asset allocation strategy using institutional asset-class funds, ETFs, and mutual funds, supported by a multi-advisor team managing several billion dollars in assets.

Wealth management Passive / index investing ESG / Sustainable investing Real estate investing
user avatar

Colby M

Series 65

Denver, CO

TCI Wealth Advisors, Inc.

Colby Miller is a financial advisor at TCI Wealth Advisors, Inc. in Denver, CO, holding a Series 65 credential. He joined TCI Wealth Advisors in 2026 after eight years at PricewaterhouseCoopers Advisory Services, LLC, and spent three years working in the hospitality industry at UpTown Bar and Grille. TCI Wealth Advisors serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations with investment management, financial planning, and retirement plan consulting. The firm employs a disciplined, long-term asset allocation approach using institutional asset-class funds, ETFs, and mutual funds, supported by technology for consolidated reporting and active cash management.

Wealth management Passive / index investing ESG / Sustainable investing Real estate investing
View complete list of advisors at this office
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