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- Custodian
- Assetmark ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 08-30-1990
- Office Locations
- 8
Office Locations
About TCI Wealth Advisors, Inc.
TCI Wealth Advisors is an independent, fee-only RIA providing wealth management and highly customized, long-term financial planning for a diverse client base. For over 30 years, its multi-generational team has delivered retirement planning, investment management/strategy, tax, estate and insurance planning, cash-flow and life strategy services, plus ongoing financial education. The firm emphasizes client-specific asset allocation and risk management using vehicles such as ETFs and mutual funds, and works with custodians including Schwab.
Reported data analysis
What the numbers show
Between October 29, 2025 and April 22, 2026, reported AUM increased 18.6%, from $4.5B to $5.4B.
Across 5 reported observations, AUM increased 42.6% between November 23, 2022 and April 22, 2026, from $3.8B to $5.4B.
Of the latest reported AUM, 99.6% is discretionary and 0.4% is non-discretionary.
The firm reports 45 advisory representatives and 3,287 clients, or 73 clients per representative. That equates to $1.6M in reported AUM per client.
The profile lists 8 reported office locations and 35 years in operation. The source data was last updated on April 22, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
GUY WESLEY HOLMAN
Wealth Advisor
- CRD
- #4601026
- Ownership
- 5% but less than 10%
KENNETH GERHARD RIEBE
Financial Advisor
- CRD
- #1770775
- Ownership
- 5% but less than 10%
Showing 2 of 6 owners & executives
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MICHAEL ABESHAUS MD
Advisor, Shareholder
- CRD
- #5572046
Addison Jacob Adelberg
Wealth Advisor
- CRD
- #7441531
Showing 2 of 47 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,345,599,019 | $450,877 |
| Non-Discretionary | $22,463,500 | $3,209,071 |
| Total | $5,368,062,519 | $452,505 |
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Separately Managed Accounts
SMA allocation detail is available
TCI Wealth Advisors, Inc. has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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TCI Wealth Advisors, Inc.'s 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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