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Key takeaways

We’re honored to share that Simon Quick Advisors has been recognized on USA Today’s Best Financial Advisory Firms 2026 list.

The annual ranking evaluates the top 1,000 registered investment advisory (RIA) firms in the United States based on two key criteria: growth in assets under management over both short-term and long-term periods, and recommendations from clients, financial advisors, and industry peers. This year, more than 30,000 individuals participated in an independent survey to identify firms they found commendable.

We’re grateful to the clients who trust us with their financial futures and to our industry peers who recommended us for this recognition.

View the list here.

 

Disclaimer

Simon Quick Advisors, LLC was named to USA Today’s Best Financial Advisory Firms 2026 list, published April 14, 2026. The ranking, developed in partnership with Statista, is based on recommendations from clients, financial advisors, and industry experts, as well as the firm’s development of assets under management (AUM). Recommendations were collected via an independent survey of over 30,000 individuals, and self-recommendations were not permitted.

*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.

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