By Mireille Keshishian
9/19/2023 – Simon Quick Advisors is proud to announce its inclusion on the Barron’s 2023 Top 100 RIA Firms list. With a strong track record of growth, they now stand among the leading independent advisory firms in the nation.
Simon Quick proudly services over 500 households with personalized financial planning and investment advisory services. With 6 offices in 5 states (New Jersey, Tennessee, Colorado, New York, and Florida), their span is nationwide, serving many different families’ wealth management needs.
Simon Quick continues to demonstrate that there is a need for personalized advisory services in the marketplace. Their inclusion on the list demonstrates that their unique approach resonates with clients seeking a tailored financial solution.
“We are thrilled to be named as one of 2023’s Top RIA Firms,” says Christopher B. Moore, Managing Partner at Simon Quick. This achievement is a product of the passion and hard work of our team and strengthens our vision of becoming the most trusted name in wealth management.”
The 8th annual edition of the Barron’s top Registered Investment Advisor (RIA) list evaluates firms on multiple metrics, including assets managed by the firms, technology spending, staff diversity, succession planning, and more. These rankings are designed to recognize and celebrate some of the top financial advisors in the nation and serve as an industry benchmark to continue setting and raising industry standards. Advisors who seek this ranking must complete a comprehensive survey conducted by Barron’s about their practice, which is verified with the firms on a regulatory basis. For more information about how Barron’s collects data for their rankings, click here.
To see the full list of Barron’s Top 100 RIA Firms of 2023, click here.
About Simon Quick Advisors
Simon Quick Advisors is a leading registered investment advisory firm, dedicated to providing personalized investment management and financial planning solutions to high-net-worth individuals. With a commitment to sophisticated strategies, employee ownership, and investing alongside their clients, they assist clients in achieving their financial goals and navigating the complexities that wealth creates. Their team of professionals offer guidance, tailored investment strategies, and market analysis, empowering clients to make informed decisions. At Simon Quick, there are no hidden agendas or product pushing allowing clients to experience having a trusted advisor for professional objective advice.
About Mireille Keshishian
Ms. Keshishian joined Simon Quick Advisors in July of 2023 and currently serves as an Analyst on the Marketing Team. She is responsible for website management, event coordination, social media initiatives, and the creation of new marketing materials.
Prior to joining Simon Quick, Ms. Keshishian served as a Marketing Associate at Ampla Technologies, Inc. supporting growing consumer brands through financial services. There, she honed her marketing skills and sharpened her work ethic while gaining invaluable experience working in financial services. Prior to joining Ampla, she worked at Viking Cruises as a Guest Services Specialist where she assisted clients with their inquiries and served as a mentor for new employees.
Ms. Keshishian graduated from the University of Southern California (USC) in 2019 with a B.A. in Psychology and a minor in Marketing. She was an active member of Psi Chi, The International Honor Society in Psychology, and worked as a Research Analyst at USC Rossier School of Education. In her free time, Mireille enjoys cooking, traveling, and exploring new places to eat in New York City.
Simon Quick Advisors, LLC (Simon Quick) is an SEC registered investment adviser with a principal place of business in Morristown, NJ. Simon Quick may only transact business in states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. A copy of our written disclosure brochure discussing our advisory services and fees is available upon request. References to Simon Quick as being "registered" does not imply a certain level of education or expertise. No information provided shall constitute, or be construed as, an offer to sell or a solicitation of an offer to acquire any security, investment product or service, nor shall any such security, product or service be offered or sold in any jurisdiction where such an offer or solicitation is prohibited by law or registration. Additionally, no information provided in this report is intended to constitute legal, tax, accounting, securities, or investment advice nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type. Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. It should not be assumed that future performance of any specific investment or investment strategy will be profitable, equal any corresponding indicated performance level(s), be suitable for your portfolio or individual situation, or prove successful.
Simon Quick Advisors, LLC was recently named by Barron’s as one of 2023’s Top 100 RIA Firms. Advisors who wish to be ranked fill out a 102-question survey about their practice. 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 June 30, 2023, with the listing released as of September 2023. Barron’s was not compensated by Simon Quick Advisors, LLC.