Simon Quick Advisors, LLC was recently named by Barron’s as one of 2024’s Top 100 RIA Firms. Advisors who wish to be ranked must first pass a prequalification process aimed at ensuring that those in the mix are experienced and sophisticated advisors. Those who meet the criteria then fill out a survey with more than 100 questions about their practices. Barron’s verifies that data with the advisors’ firms and with regulatory databases and then they apply their rankings formula to the data to generate a ranking. The formula features three major categories of calculations: (1) Assets (2) Revenue (3) Quality of practice. In each of those categories they do multiple subcalculations. The ranking is based on data provided as of March 31, 2024, with the listing released as of September 2024. When Simon Quick Advisors, LLC receives recognition or an award from unaffiliated rating services, it compensates the rating service for the use of branded logos in its sales and marketing materials, including email signatures.
Simon Quick Advisors, LLC was ranked #10 in Financial Planning Magazine’s “50 Best RIA Firms to Work For” list for 2024. The ranking, conducted by Best Companies Group, was based on qualitative and quantitative factors, including employee satisfaction, workplace culture, opportunities for professional development, and firm policies and practices. Participation in the survey was voluntary, and firms did not pay to be considered. Rankings are not indicative of future performance or representative of any one client’s experience. Financial Planning does not receive compensation in exchange for rankings. The listing was released on 12/4/2024.
Simon Quick Advisors, LLC was recently named by Forbes as America’s Top RIA Firms 2024. The Forbes ranking of America’s Top RIA Firms, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone, virtual and in-person due diligence interviews, and quantitative data. The algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience, and those that encompass best practices and approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Data as of March 31, 2024, with the listing released as of October 9, 2024.
Simon Quick Advisors, LLC was recently named one of Worth’s Top RIA Firms for 2024. The Worth rankings evaluate firms on various metrics such as assets under management, client retention, fiduciary standards, and industry expertise. The selection criteria and methodology are designed to identify firms that are leaders in wealth management and committed to providing exemplary client service. This recognition is based on data provided as of June 30, 2024, with the listing released in November 2024.
Simon Quick Advisors, LLC was recently named by Investment News as one of the Best Places to Work for Financial Advisors 2024 administered by Best Companies Group. To qualify as one of InvestmentNews Best Places to Work for Financial Advisors, an advice firm must have at least 15 employees and have been in business for one year. The ranking is based on data provided as of September 30, 2023, with the listing released as of February 28th, 2023. Investment News was not compensated by Simon Quick Advisors, LLC.
Simon Quick Advisors, LLC was recently named by Wealthmanagement.com on the RIA Edge 100. Qualifying firms were limited to SEC-registered investment advisory firms that provide financial planning services, have high-net-worth individuals as more than half of their client base and manage at least $500 million in assets. Analyzing that subset of RIAs, WMIQ ranked firms by several other metrics, including AUM growth over both one- and five-year periods, the ratio of employees to total clients, the percentage of employees with the CFP certification and average client account size, among other factors. Each metric was given an equal weighting and, on balance, is intended to give a clear picture of firm growth as it relates to client service and internal talent. RIA Edge 100 firms are those with the most impressive growth rates combined with the best employee-to-client ratios and highest CFP certifications. The RIA Edge 100 is not a ranking. Nor is it a subjective “best advisor” list based on business relationships, influencer status or social media popularity. It is not meant to be a static list—as we continue to refine the metrics, ratios and weightings we use, the names here may change. Firms cannot apply for the list, nor is there a cost to be included.