Ryan Halvorson
Financial advisor at Tci Wealth Advisors, Inc. · Tucson, AZ
Last updated 2026-10-10
Claim your profileRyan Halvorson is a financial advisor at Tci Wealth Advisors, Inc. in Tucson, AZ, CRD 5985789. Licenses and exams on the registration: Series 66. IAPD registration began 2012-01-03.
Registration
- CRD number
- 5985789
- Registration status
- Active
- IAPD registration
- 2012-01-03
- Industry Experience
- 14 years
- Work Experience
- 10 years
- States registered
- AZ, CO
Licenses and exams
- Series 66
Designations
- CFP®
Work history
- 2016-07 to 2019-06 · U.S Bank, Private Wealth Management · Denver, CO
- 2019-06 to 2023-12 · Morgan Stanley · Greenwood Village, CO
- 2019-09 to 2023-11 · Morgan Stanley Private Bank, N.A · New York, NY
- 2023-12 to Present · Tci Wealth Advisors, Inc. · Denver, CO
Current employment
- Tci Wealth Advisors, Inc. · Tucson, AZ
Tci Wealth Advisors, Inc.
- Regulatory AUM
- $5,368,062,519
- Registered advisors
- 46
- Offices
- 13
- Clients per advisor
- 71.0 (Moderate)
- Average AUM per client
- $1.6M (Low)
- High-net-worth client ratio
- 39.5% (Moderate)
Tci Wealth Advisors, Inc.: advisors, services and reported ETF investments
About
Ryan Halvorson is a CFP® financial advisor at Tci Wealth Advisors, Inc. in Tucson, AZ. Reported securities licenses include Series 66. The latest record indicates 14 years of industry experience and 10 years of reported work history. Reported roles include Morgan Stanley, Morgan Stanley Private Bank, N.A, U.S Bank, Private Wealth Management.
SEC disclosures list additional business and community activities: 1) University Of Arizona; Is The Business Investment Related: No; Location Of The Business: 1401 E University Blvd Tucson Az 85721 United States; Description Of The Business: Nationally Recognized University; Position Title: Adjunct Lecturer; Responsibilities Duties: Teaching A Class In The Pffp Program At The University Of Arizona Pertaining To Financial Planning Technology: ; start date with business: 2026-01-15; hours per month devoted to business during trading hours: 0; hours per month devoted to business outside trading hours: 10; percentage of total yearly compensation expected to be derived from the business: 1; 2) literacy connects; investment related: no; location: 200 e; Yavapai road tucson az 85705 united states; description of the business: literacy connects is a non-profit organization based here in tucson, az.
Tci Wealth Advisors, Inc.'s firm-level Form ADV reports 46 advisors across 13 offices; approximately 71.0 clients per advisor, average assets per client of $1,642,614, and regulatory AUM of $5.4B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Pension Consulting Services, Selection of Other Advisers.
PortfolioFuture's firm-level 13F analysis covers $2.1B across 116 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Ryan Halvorson personally.
Reported ETF positions
Tci Wealth Advisors reports 116 ETF positions worth $2.1B on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| DFUS — Dimensional U.S. Equity Market ETF | $313.8M |
| DFAS — U.S. Small Cap Portfolio: ETF Class Shares | $232.3M |
| DFUV — Dimensional US Marketwide Value ETF | $222.5M |
| AVUV — Avantis U.S. Small Cap Value ETF | $173.3M |
| DUHP — Dimensional US High Profitability ETF | $140M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Tci Wealth Advisors's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | IVV — iShares Core S&P 500 ETF | $11.8M | Top 99.4% | Peer conviction 74.5% · Active return +3.01% |
| Addressable Market | IVV — iShares Core S&P 500 ETF | $11.8M | Top 99.6% | Addressable AUM $10.8T · Peer conviction 74.5% |
| Residual Alpha | DFGP — Dimensional Global Core Plus Fixed Income ETF | $37.3M | Top 99.6% | Residual alpha +1.15% · Residual Sharpe 0.26 |
| Diversification Benefits | VBIL — Vanguard 0-3 Month Treasury Bill ETF | $254.3K | Top 99.7% | Replicability (R²) 20.7% · Residual Sharpe 2.33 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Tci Wealth Advisors, Inc. on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Pension Consulting Services
- Selection of Other Advisers
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
Location
4011 East Sunrise Drive, Tucson, AZ 85718
43 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 520-733-1477
- Website: tciwealth.com
Official record
Are you Ryan Halvorson?
Claim your profile to add your biography, services, expertise, client focus, investment approach and fees. Advisor-confirmed information is separate from public SEC records.