Simon Quick Advisors has been recognized on the RIA Edge 100: Strategic & Sustainable Growth list by WealthManagement.com, a distinction highlighting registered investment advisory firms demonstrating disciplined expansion and a long-term strategic vision.
The RIA Edge 100 list evaluates firms based on sustainable growth over time, using a five-year review of verified data through the end of 2024 from Discovery Data MarketPro and SEC Form ADV filings to emphasize long-term performance over short-term results.
For Simon Quick Advisors, this recognition reflects a commitment to building a “sustainable” firm designed to serve clients across generations. The firm’s approach emphasizes thoughtful decision-making, investment in people and infrastructure, and maintaining independence to support long-term client relationships.
Simon Quick Advisors continues to invest in talent, technology, and client experience while remaining focused on its core mission of providing thoughtful, high-touch wealth management solutions.
To view the full RIA Edge 100: Strategic & Sustainable Growth list, visit WealthManagement.com.
Disclaimer
Simon Quick Advisors, LLC was recognized by WealthManagement.com on the 2026 RIA Edge 100. The RIA Edge 100 evaluates registered investment advisory firms demonstrating disciplined, sustainable growth using a five-year review of verified data through the end of 2024, sourced from Discovery Data MarketPro and SEC Form ADV filings. The methodology emphasizes long-term business sustainability rather than short-term performance results. The RIA Edge 100 is not a ranking and is not intended to represent a subjective “best advisor” list. Firms cannot apply for inclusion, and there is no fee to be considered for the list. Inclusion is based solely on the publication’s evaluation criteria and methodology. 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 marketing and promotional materials, including email signatures.
