TCI WEALTH ADVISORS, INC.
CRD #107373 SEC #801-37083 TUCSON, AZ 520-733-1477
SEC Registered
Total AUM
$4.5B
Discretionary
$4.5B
Employees
60
Clients
--
Accounts
11,010
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $4.5B | $4.5B | $5.8M | 60 | 27 |
| Sep 2025 | $4.5B | $4.5B | $5.8M | 60 | 27 |
| Aug 2025 | $4.5B | $4.5B | $5.8M | 61 | 27 |
| Jul 2025 | $4.5B | $4.5B | $5.8M | 61 | 27 |
| May 2025 | $4.5B | $4.5B | $5.8M | 60 | 27 |
| Apr 2025 | $4.5B | $4.5B | $5.8M | 61 | 27 |
| Mar 2025 | $4.5B | $4.5B | $5.8M | 61 | 27 |
| Feb 2025 | $4.1B | $4.1B | $16.9M | 63 | 21 |
| Dec 2024 | $4.1B | $4.1B | $16.9M | 53 | 21 |
| Aug 2024 | $4.1B | $4.1B | $16.9M | 53 | 21 |
| Jun 2024 | $4.1B | $4.1B | $16.9M | 53 | 21 |
| May 2024 | $4.1B | $4.1B | $16.9M | 54 | 21 |
| May 2024 | $4.1B | $4.1B | $16.9M | 56 | 21 |
| Mar 2024 | $4.1B | $4.1B | $16.9M | 56 | 21 |
| Dec 2023 | $3.4B | $3.4B | $17.1M | 56 | 26 |
| Nov 2023 | $3.4B | $3.4B | $17.1M | 55 | 26 |
| Nov 2023 | $3.4B | $3.4B | $17.1M | 55 | 26 |
| Oct 2023 | $3.4B | $3.4B | $17.1M | 55 | 26 |
| Jun 2023 | $3.4B | $3.4B | $17.1M | 54 | 26 |
| May 2023 | $3.4B | $3.4B | $17.1M | 54 | 26 |
| Feb 2023 | $3.4B | $3.4B | $17.1M | 54 | 26 |
| Feb 2023 | $3.4B | $3.4B | $17.1M | 54 | 26 |
| Nov 2022 | $3.8B | $3.7B | $16.2M | 55 | 26 |
| Jul 2022 | $3.8B | $3.7B | $16.2M | 55 | 26 |
| Jun 2022 | $3.8B | $3.7B | $16.2M | 55 | 26 |
| Apr 2022 | $3.8B | $3.7B | $16.2M | 55 | 26 |
| Mar 2022 | $3.8B | $3.7B | $16.2M | 55 | 26 |
| Mar 2021 | $3.2B | $3.2B | $15.1M | 55 | 24 |
| Jan 2021 | $3B | $2.9B | $77.2M | 70 | 29 |
| Dec 2020 | $3B | $2.9B | $77.2M | 70 | 29 |
| Nov 2020 | $3B | $2.9B | $77.2M | 70 | 29 |
| Jun 2020 | $3B | $2.9B | $77.2M | 70 | 29 |
| Jun 2020 | $3B | $2.9B | $77.2M | 70 | 29 |
| May 2020 | $3B | $2.9B | $77.2M | 70 | 29 |
| Mar 2020 | $3B | $2.9B | $77.2M | 70 | 29 |
| Dec 2019 | $2.5B | $2.4B | $55.6M | 77 | 29 |
| Sep 2019 | $2.5B | $2.4B | $55.6M | 77 | 29 |
| Jul 2019 | $2.5B | $2.4B | $55.6M | 77 | 29 |
| Mar 2019 | $2.5B | $2.4B | $55.6M | 77 | 29 |
| Dec 2018 | $2.6B | $2.5B | $58.8M | 58 | 5 |
| Sep 2018 | $2.6B | $2.5B | $58.8M | 58 | 5 |
| May 2018 | $2.6B | $2.5B | $58.8M | 58 | 5 |
| Mar 2018 | $2.6B | $2.5B | $58.8M | 58 | 5 |
| Aug 2017 | $2.2B | $2.2B | $5.9M | 54 | 1,900 |
| Jun 2017 | $2.2B | $2.2B | $5.9M | 54 | 1,900 |
| May 2017 | $2.2B | $2.2B | $5.9M | 54 | 1,900 |
| Mar 2017 | $2.2B | $2.2B | $5.9M | 54 | 1,900 |
| Dec 2016 | $2B | $2B | $8.2M | 51 | 1,800 |
| Jun 2016 | $2B | $2B | $8.2M | 51 | 1,800 |
| Mar 2016 | $2B | $2B | $8.2M | 51 | 1,800 |
| Feb 2016 | $1.7B | $1.7B | $5.2M | 43 | 1,500 |
| Nov 2015 | $1.7B | $1.7B | $5.2M | 43 | 1,500 |
| Sep 2015 | $1.7B | $1.7B | $5.2M | 43 | 1,500 |
| Mar 2015 | $1.7B | $1.7B | $5.2M | 43 | 1,500 |
| Oct 2014 | $1.5B | $1.5B | $4.7M | 36 | 1,400 |
| Jun 2014 | $1.5B | $1.5B | $4.7M | 36 | 1,400 |
| May 2014 | $1.5B | $1.5B | $4.7M | 36 | 1,400 |
| Mar 2014 | $1.5B | $1.5B | $4.7M | 36 | 1,400 |
| Jan 2014 | $1.2B | $1.2B | $2.9M | 35 | 1,300 |
| Jan 2014 | $1.2B | $1.2B | $2.9M | 35 | 1,300 |
| Jul 2013 | $1.2B | $1.2B | $2.9M | 35 | 1,300 |
| May 2013 | $1.2B | $1.2B | $2.9M | 35 | 1,300 |
| Mar 2013 | $1.2B | $1.2B | $2.9M | 35 | 1,300 |
| Jun 2012 | $1B | $995.9M | $4.2M | 11 | 1,300 |
| Apr 2012 | $1B | $995.9M | $4.2M | 11 | 1,300 |
| Mar 2012 | $1B | $995.9M | $4.2M | 11 | 1,300 |
| Dec 2011 | $987M | $981.4M | $5.6M | 11 | 1,000 |
| Jul 2011 | $987M | $981.4M | $5.6M | -- | -- |
| Jun 2011 | $987M | $981.4M | $5.6M | -- | -- |
| Mar 2011 | $844M | $806M | $38.1M | -- | -- |
| Jul 2010 | $844M | $806M | $38.1M | -- | -- |
| Jan 2008 | $931.7M | $927.3M | $4.4M | -- | -- |
| May 2007 | $556.4M | $554.8M | $1.6M | -- | -- |
| May 2007 | $556.4M | $554.8M | $1.6M | -- | -- |
| Jan 2007 | $556.4M | $554.8M | $1.6M | -- | -- |
| Jan 2006 | $469M | $464.5M | $4.5M | 10 | -- |
| Feb 2005 | $420.4M | $388.4M | $32M | 10 | -- |
| Jan 2005 | $420.4M | $388.4M | $32M | 10 | -- |
| Jul 2004 | $349.6M | $320M | $29.6M | 10 | -- |
| Mar 2004 | $349.6M | $320M | $29.6M | 10 | -- |
| Jan 2004 | $349.6M | $320M | $29.6M | 10 | -- |
| Jan 2004 | $349.6M | $320M | $29.6M | 10 | -- |
| May 2002 | $315M | $275M | $40M | 10 | -- |
| Mar 2002 | $315M | $275M | $40M | 10 | -- |
| Oct 2001 | $315M | $275M | $40M | 10 | -- |
| Jun 2001 | $315M | $275M | $40M | 5 | -- |
DateOct 2025
Total AUM$4.5B
Discretionary$4.5B
Non-Disc.$5.8M
Employees60
Clients27
DateSep 2025
Total AUM$4.5B
Discretionary$4.5B
Non-Disc.$5.8M
Employees60
Clients27
DateAug 2025
Total AUM$4.5B
Discretionary$4.5B
Non-Disc.$5.8M
Employees61
Clients27
DateJul 2025
Total AUM$4.5B
Discretionary$4.5B
Non-Disc.$5.8M
Employees61
Clients27
DateMay 2025
Total AUM$4.5B
Discretionary$4.5B
Non-Disc.$5.8M
Employees60
Clients27
DateApr 2025
Total AUM$4.5B
Discretionary$4.5B
Non-Disc.$5.8M
Employees61
Clients27
DateMar 2025
Total AUM$4.5B
Discretionary$4.5B
Non-Disc.$5.8M
Employees61
Clients27
DateFeb 2025
Total AUM$4.1B
Discretionary$4.1B
Non-Disc.$16.9M
Employees63
Clients21
DateDec 2024
Total AUM$4.1B
Discretionary$4.1B
Non-Disc.$16.9M
Employees53
Clients21
DateAug 2024
Total AUM$4.1B
Discretionary$4.1B
Non-Disc.$16.9M
Employees53
Clients21
DateJun 2024
Total AUM$4.1B
Discretionary$4.1B
Non-Disc.$16.9M
Employees53
Clients21
DateMay 2024
Total AUM$4.1B
Discretionary$4.1B
Non-Disc.$16.9M
Employees54
Clients21
DateMay 2024
Total AUM$4.1B
Discretionary$4.1B
Non-Disc.$16.9M
Employees56
Clients21
DateMar 2024
Total AUM$4.1B
Discretionary$4.1B
Non-Disc.$16.9M
Employees56
Clients21
DateDec 2023
Total AUM$3.4B
Discretionary$3.4B
Non-Disc.$17.1M
Employees56
Clients26
DateNov 2023
Total AUM$3.4B
Discretionary$3.4B
Non-Disc.$17.1M
Employees55
Clients26
DateNov 2023
Total AUM$3.4B
Discretionary$3.4B
Non-Disc.$17.1M
Employees55
Clients26
DateOct 2023
Total AUM$3.4B
Discretionary$3.4B
Non-Disc.$17.1M
Employees55
Clients26
DateJun 2023
Total AUM$3.4B
Discretionary$3.4B
Non-Disc.$17.1M
Employees54
Clients26
DateMay 2023
Total AUM$3.4B
Discretionary$3.4B
Non-Disc.$17.1M
Employees54
Clients26
DateFeb 2023
Total AUM$3.4B
Discretionary$3.4B
Non-Disc.$17.1M
Employees54
Clients26
DateFeb 2023
Total AUM$3.4B
Discretionary$3.4B
Non-Disc.$17.1M
Employees54
Clients26
DateNov 2022
Total AUM$3.8B
Discretionary$3.7B
Non-Disc.$16.2M
Employees55
Clients26
DateJul 2022
Total AUM$3.8B
Discretionary$3.7B
Non-Disc.$16.2M
Employees55
Clients26
DateJun 2022
Total AUM$3.8B
Discretionary$3.7B
Non-Disc.$16.2M
Employees55
Clients26
DateApr 2022
Total AUM$3.8B
Discretionary$3.7B
Non-Disc.$16.2M
Employees55
Clients26
DateMar 2022
Total AUM$3.8B
Discretionary$3.7B
Non-Disc.$16.2M
Employees55
Clients26
DateMar 2021
Total AUM$3.2B
Discretionary$3.2B
Non-Disc.$15.1M
Employees55
Clients24
DateJan 2021
Total AUM$3B
Discretionary$2.9B
Non-Disc.$77.2M
Employees70
Clients29
DateDec 2020
Total AUM$3B
Discretionary$2.9B
Non-Disc.$77.2M
Employees70
Clients29
DateNov 2020
Total AUM$3B
Discretionary$2.9B
Non-Disc.$77.2M
Employees70
Clients29
DateJun 2020
Total AUM$3B
Discretionary$2.9B
Non-Disc.$77.2M
Employees70
Clients29
DateJun 2020
Total AUM$3B
Discretionary$2.9B
Non-Disc.$77.2M
Employees70
Clients29
DateMay 2020
Total AUM$3B
Discretionary$2.9B
Non-Disc.$77.2M
Employees70
Clients29
DateMar 2020
Total AUM$3B
Discretionary$2.9B
Non-Disc.$77.2M
Employees70
Clients29
DateDec 2019
Total AUM$2.5B
Discretionary$2.4B
Non-Disc.$55.6M
Employees77
Clients29
DateSep 2019
Total AUM$2.5B
Discretionary$2.4B
Non-Disc.$55.6M
Employees77
Clients29
DateJul 2019
Total AUM$2.5B
Discretionary$2.4B
Non-Disc.$55.6M
Employees77
Clients29
DateMar 2019
Total AUM$2.5B
Discretionary$2.4B
Non-Disc.$55.6M
Employees77
Clients29
DateDec 2018
Total AUM$2.6B
Discretionary$2.5B
Non-Disc.$58.8M
Employees58
Clients5
DateSep 2018
Total AUM$2.6B
Discretionary$2.5B
Non-Disc.$58.8M
Employees58
Clients5
DateMay 2018
Total AUM$2.6B
Discretionary$2.5B
Non-Disc.$58.8M
Employees58
Clients5
DateMar 2018
Total AUM$2.6B
Discretionary$2.5B
Non-Disc.$58.8M
Employees58
Clients5
DateAug 2017
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$5.9M
Employees54
Clients1,900
DateJun 2017
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$5.9M
Employees54
Clients1,900
DateMay 2017
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$5.9M
Employees54
Clients1,900
DateMar 2017
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$5.9M
Employees54
Clients1,900
DateDec 2016
Total AUM$2B
Discretionary$2B
Non-Disc.$8.2M
Employees51
Clients1,800
DateJun 2016
Total AUM$2B
Discretionary$2B
Non-Disc.$8.2M
Employees51
Clients1,800
DateMar 2016
Total AUM$2B
Discretionary$2B
Non-Disc.$8.2M
Employees51
Clients1,800
DateFeb 2016
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$5.2M
Employees43
Clients1,500
DateNov 2015
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$5.2M
Employees43
Clients1,500
DateSep 2015
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$5.2M
Employees43
Clients1,500
DateMar 2015
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$5.2M
Employees43
Clients1,500
DateOct 2014
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$4.7M
Employees36
Clients1,400
DateJun 2014
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$4.7M
Employees36
Clients1,400
DateMay 2014
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$4.7M
Employees36
Clients1,400
DateMar 2014
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$4.7M
Employees36
Clients1,400
DateJan 2014
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$2.9M
Employees35
Clients1,300
DateJan 2014
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$2.9M
Employees35
Clients1,300
DateJul 2013
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$2.9M
Employees35
Clients1,300
DateMay 2013
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$2.9M
Employees35
Clients1,300
DateMar 2013
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$2.9M
Employees35
Clients1,300
DateJun 2012
Total AUM$1B
Discretionary$995.9M
Non-Disc.$4.2M
Employees11
Clients1,300
DateApr 2012
Total AUM$1B
Discretionary$995.9M
Non-Disc.$4.2M
Employees11
Clients1,300
DateMar 2012
Total AUM$1B
Discretionary$995.9M
Non-Disc.$4.2M
Employees11
Clients1,300
DateDec 2011
Total AUM$987M
Discretionary$981.4M
Non-Disc.$5.6M
Employees11
Clients1,000
DateJul 2011
Total AUM$987M
Discretionary$981.4M
Non-Disc.$5.6M
Employees--
Clients--
DateJun 2011
Total AUM$987M
Discretionary$981.4M
Non-Disc.$5.6M
Employees--
Clients--
DateMar 2011
Total AUM$844M
Discretionary$806M
Non-Disc.$38.1M
Employees--
Clients--
DateJul 2010
Total AUM$844M
Discretionary$806M
Non-Disc.$38.1M
Employees--
Clients--
DateJan 2008
Total AUM$931.7M
Discretionary$927.3M
Non-Disc.$4.4M
Employees--
Clients--
DateMay 2007
Total AUM$556.4M
Discretionary$554.8M
Non-Disc.$1.6M
Employees--
Clients--
DateMay 2007
Total AUM$556.4M
Discretionary$554.8M
Non-Disc.$1.6M
Employees--
Clients--
DateJan 2007
Total AUM$556.4M
Discretionary$554.8M
Non-Disc.$1.6M
Employees--
Clients--
DateJan 2006
Total AUM$469M
Discretionary$464.5M
Non-Disc.$4.5M
Employees10
Clients--
DateFeb 2005
Total AUM$420.4M
Discretionary$388.4M
Non-Disc.$32M
Employees10
Clients--
DateJan 2005
Total AUM$420.4M
Discretionary$388.4M
Non-Disc.$32M
Employees10
Clients--
DateJul 2004
Total AUM$349.6M
Discretionary$320M
Non-Disc.$29.6M
Employees10
Clients--
DateMar 2004
Total AUM$349.6M
Discretionary$320M
Non-Disc.$29.6M
Employees10
Clients--
DateJan 2004
Total AUM$349.6M
Discretionary$320M
Non-Disc.$29.6M
Employees10
Clients--
DateJan 2004
Total AUM$349.6M
Discretionary$320M
Non-Disc.$29.6M
Employees10
Clients--
DateMay 2002
Total AUM$315M
Discretionary$275M
Non-Disc.$40M
Employees10
Clients--
DateMar 2002
Total AUM$315M
Discretionary$275M
Non-Disc.$40M
Employees10
Clients--
DateOct 2001
Total AUM$315M
Discretionary$275M
Non-Disc.$40M
Employees10
Clients--
DateJun 2001
Total AUM$315M
Discretionary$275M
Non-Disc.$40M
Employees5
Clients--