By Darcy O’Brien
With recent legislation and an evolving market, many registered investment advisors (or RIAs) have been forced to alter their approach. Whether it’s changing their approach or adjusting their business model, clients have begun to scrutinize many of the firms on the market. At Simon Quick Advisors, we continue striving every day to provide our clients with exceptional service.
Financial Advisor Magazine has released their 2018 survey and ranking, and Simon Quick Advisors is proud to announce a #97 national rank for best RIA, and a #29 rank for the 50 fastest growing RIAs. We would like to thank our dedicated clients for allowing us to be your trusted advisor. Being acknowledged nationally at this level is certainly no easy feat and wouldn’t be possible without you.
Maintaining RIA Industry Standards
According to Financial Advisor Magazine, the RIA channel has surpassed $70 trillion in registered assets under management in 2017. Furthermore, this translates into a compound annual growth rate of 8.1%.
The growth within the industry can in large part be attributed to brokers and advisors leaving their respective companies and bringing new money with them into the independent RIA space. Not only new money, but registered investment advisors are held to a fiduciary standard where the client’s best interest come first, bringing reassurance that their interests are being carefully considered. Simon Quick has always been a fiduciary to its clients and will continue to do so, ensuring their needs are carefully and diligently considered.
Another positive result benefiting the independent RIA space is the natural growth due to the changing landscape within the finance industry. Many individuals are looking for more than a registered investment advisor – rather, a dedicated team that can help their money grow into the future. From succession planning to capital preservation, independent RIAs continue to provide value in many facets of finance.
Financial Planning Services
At Simon Quick Advisors, our goal is to preserve and grow your wealth for generations, providing financial planning and investment advice that’s personalized and tailored to your needs. Our team at Simon Quick has a passion for excellence and a desire to uphold integrity and build a partnership.
As individuals from the baby boomers to generation Y continue to seek financial guidance, you can rest assured that Simon Quick Advisors will continue to carefully and diligently consider your best interests. We thank you for allowing us to serve you, and we encourage you to view the FA Mag rankings in their entirety for a complete picture of the best and fastest growing RIAs as ranked by FA Mag.
If you’re interested in learning how the team at Simon Quick Advisors can serve you, we encourage you to reach out to us by calling 973-525-1000 or emailing firstname.lastname@example.org.
About Darcy O'Brien
Ms. O’Brien joined Simon Quick in 2015, bringing with her 7 years of experience in the financial services industry. As Chief Marketing Officer Darcy is responsible for marketing, media relations, website management, event coordination and social media initiatives based in Morristown, NJ. Additionally, Darcy is regularly tasked with the creation and management of marketing materials and liaising with relationship managers and partners to produce content for Simon Quick’s audience. Darcy earned a Bachelor’s degree in English and Sociology from Bucknell University in Lewisburg, Pennsylvania. To learn more about Darcy visit her LinkedIn.
Simon Quick is an SEC registered investment advisor with offices in Morristown, New Jersey; Chattanooga, Tennessee; and Denver, Colorado. 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.