Simon Quick Advisors Named One of The Fastest Growing RIAs of 2023 by FA Magazine
By: Mireille Keshishian
7/27/2023 – Simon Quick Advisors is proud to announce its recognition as one of the Fastest Growing Registered Investment Advisors (RIAs) and one of America’s Top RIAs of 2023. The complete list of ranked advisors can be found here.
Financial Advisor Magazine compiled this list of top RIAs by evaluating the year-end assets under management (AUM) of RIAs and comparing them to the previous year’s AUM among those RIAs exceeding $500 million as of December 31, 2022. Additionally, Financial Advisor Magazine conducted a survey to determine key elements such as factors that accounted for asset inflows and outflows, total AUM in 2022 by size range, critical actions firms have taken in the past 3 years, and other advisory firm characteristics.
With RIAs representing the fastest-growing category in the U.S. wealth management market since 2016 according to McKinsey & Company data, many are continuing to set themselves apart from larger banks and institutions to “offer the kind of high-touch service necessary in a business where client relationships are sticky and precious—and hard to replicate by a big corporation” as stated in the Financial Advisor Magazine 2023 RIA Survey & Ranking. Simon Quick, specifically, caters to a high-net-worth clientele, offering a holistic financial planning solution with high-touch client service and a sophisticated investment strategy.
“According to some estimates, the global private equity industry currently sits on $1 trillion in capital and it earns nothing unless that money is put to work” as stated in the Financial Advisor Magazine 2023 RIA Survey & Ranking. With over 5 billion in AUM currently, Simon Quick is poised to continue growing in an ever-flourishing market.
About Simon Quick Advisors
Simon Quick is an independent registered investment advisor (RIA) offering customized integrated financial planning and investment solutions. As a fiduciary, we put our clients’ best interests ahead of our own and will disclose any potential conflicts of interests. Simon Quick was founded in 2004 by Les Quick as a multi-family office serving the needs of his own family, as well as other wealthy family groups, endowments, and foundations. In 2017 the firm merged with family office William E. Simon & Sons to become Simon Quick Advisors, cementing a long-standing relationship among the firms’ principals and increasing the strength of the combined team across multiple disciplines.
About Financial Advisor Magazine
Reaching 150,000 qualified readers each month, Financial Advisor delivers essential market information and strategies that advisors need to succeed in their increasingly complex environment. FA focuses on sophisticated planning and investment strategies to help advisors better serve their affluent clients, as well as practice management ideas to help advisors build their firms. FA goes in-depth to challenge traditional planning wisdom by introducing readers to new approaches to help them better counsel clients. To achieve these goals, FA continuously seeks to bring together the best team of editors and contributing writers to provide the most compelling publication for the top decision-makers in the financial advisory field.
DISCLAIMER
Simon Quick Advisors, LLC was recently named by Financial Advisor Magazine as one of America’s Top RIA’s of 2023. To be eligible, firms must be registered investment advisers, provide financial planning and related services to individual clients, and have at least $500 million in assets under management. The ranking is based on data provided as of December 31, 2022, with the listing released as of July 2023. Financial Advisor Magazine was not compensated by Simon Quick Advisors, LLC.
*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.