Simon Quick Advisors is honored to be named one on the 2025 Financial Planning Magazine Best RIAs to Work For, a recognition that highlights our continued commitment to fostering a supportive, growth-oriented, and people-first culture.
Each year, Financial Planning identifies RIA firms that excel in employee satisfaction, workplace engagement, professional development, and overall firm culture. Firms selected for this list demonstrate a strong dedication to both their employees and the clients they serve.
A Workplace Where People Thrive
At Simon Quick, our people are the foundation of our success. We focus on creating an environment where employees feel valued, supported, and empowered to grow. Our collaborative structure, emphasis on continuous learning, and commitment to shared success help.
Being included on this year’s list reflects the dedication and excellence of our employees across all departments and locations.
What This Recognition Represents
Financial Planning’s Best RIAs to Work For program evaluates firms across several key areas, including employee engagement and satisfaction, professional development and training, workplace culture and leadership support, work-life balance, and overall employee experience.
We believe that a strong, people-centric culture is essential to delivering exceptional service to the families and institutions we support.
To learn more about this honor, please visit the full list here: Financial Planning’s 2025 Best RIAs to Work For
About Financial Planning
Financial Planning is a leading resource for wealth management professionals, offering insights that help firms navigate growth, practice management, investment trends, and the evolving needs of clients. The publication’s annual Best RIAs to Work For list showcases firms that are setting a high standard for excellence in the financial advisory industry.
Disclaimer
Data as of 9/30/2025.
Simon Quick Advisors, LLC was recognized in Financial Planning Magazine’s “Best RIAs to Work For 2025” list published on December 11, 2025. Financial Planning Magazine is an independent organization with no direct association with SQA/affiliates. This ranking, conducted in partnership with Best Companies Group, is based on a combination of 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. 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. The listing was released on December 11, 2025.
*Please Note: Limitations. Neither rankings nor recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that the client will experience a certain level of results if the investment professional or the investment professional’s firm is engaged, or continues to be engaged, to provide investment advisory services. 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. The ranking is based upon specific criteria and methodology (see ranking criteria/methodology). No ranking or recognition should be construed as an endorsement by any past or current client of the investment professional or the investment professional’s firm. ANY QUESTIONS: Simon Quick Advisors, LLC’s Chief Compliance Officer remains available to address any questions regarding rankings and/or recognitions, including the criteria used for any reflected ranking.
