TCI WEALTH ADVISORS INC
9 known aliases resolved via the canonical alias map
Market position · 2024
Plans served4-1 YoYRank #2635 of mapped providers
Assets under administration$16.5B0.0%Market share · rank #794
Fees received$83,660Median $20,381/planSum across Schedule C direct + indirect
Net wins YoY-10 won · 1 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical TCI WEALTH ADVISORS INC plan look like?
Service mix · median fees per plan
Count of plans where TCI WEALTH ADVISORS INC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment advisory (participants); Direct payment from the planCode 26 | 2 | $23,843 | |
Consulting (general); Insurance servicesCode 16 | 1 | $26,215 | |
Investment management; Investment management fees paid directly by planCode 28 | 1 | $9,760 |
Competitor overlap
Percent of TCI WEALTH ADVISORS INC's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under TCI WEALTH ADVISORS INC.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under TCI WEALTH ADVISORS INC; not this year.
| Sponsor | To | Assets |
|---|---|---|
JOINT BOARD OF TRUSTEES ALASKA ELECTRICAL PENSION FUNDAK · 926005171-001 | LAURIE HAND | $2.0B |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
THE CHARLES SCHWAB CORPORATIONTX · 943025021-002 | $8.9B | 43,502 | $33,139 | 10y | 1 |
INTUIT INC.CA · 770034661-001 | $3.7B | 35,542 | $14,546 | 3y | 1 |
UNITED BENEFITS GROUPMO · 010689331-001 | $3.5B | 37,176 | $9,760 | 3y | 1 |
NORTHERN ARIZONA HEALTHCARE CORP.AZ · 742410946-002 | $414M | 5,123 | $26,215 | 8y | 1 |
Flag exposure
100.0%Market: 89.2%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (9)
Raw Schedule C names collapsed into TCI WEALTH ADVISORS INC.
- TCI
- TCI BUSINESS CAPITAL
- TCI REAL ESTATE FUND II LP
- TCI REAL ESTATE PARTNERS
- TCI REAL ESTATE PARTNERS FUND II
- TCI WEALTH ADVISORS
- TCI WEALTH ADVISORS INC
- TCI WEALTH ADVISORS INC.
- TCI WEALTH MANAGEMENT
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for TCI WEALTH ADVISORS INC's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 1 | 25.00% | 1.71% | +23.29 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 3 | 75.00% | 1.76% | +73.24 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with TCI WEALTH ADVISORS INC. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent