Simon Quick Advisors Named in Worth’s Top RIA Firms 2024
By: Mireille Keshishian
We’re honored to share that Simon Quick has been named one of Worth’s Top Registered Investment Advisory (RIA) Firms for 2024. This prestigious accolade celebrates our commitment to providing exceptional wealth management services and innovative financial strategies, marking another milestone during our 20th anniversary year.
Simon Quick proudly manages $6.3 billion in assets under management (AUM) and $8.2 billion in assets under advisement (AUA), serving 563 client households with an average account size of $11.2 million. Our team of 80 full-time employees, including 27 equity owners, delivers high-touch, customized financial solutions to high-net-worth individuals and families across our six office locations nationwide.
Founded by two entrepreneurial families with a shared vision for client-first wealth management, Simon Quick continues to distinguish itself through a unique approach—investing alongside our clients. This model aligns our interests directly with theirs, ensuring that our clients' success is our success, and this recognition from Worth underscores our unwavering commitment to maintaining the highest standards of client service.
Our inclusion in Worth’s Top RIA Firms list is a testament to our team's dedication to excellence and creating impactful client relationships. This honor reflects the values and principles we were founded on, and we look forward to many more years of shared success with our clients.
The Worth Top RIA Firms list is based on a comprehensive assessment of factors, including assets under management, client retention, industry experience, and dedication to fiduciary standards. This recognition places Simon Quick among an elite group of firms that are shaping the future of wealth management, underscoring our commitment to innovative strategies and impactful client outcomes.
View the full list of Worth’s Top RIA Firms 2024 here.
Disclaimer
*Data as of 6/30/2024
Simon Quick Advisors, LLC was recently named one of Worth’s Top RIA Firms for 2024. The Worth rankings evaluate firms on various metrics such as assets under management, client retention, fiduciary standards, and industry expertise. The selection criteria and methodology are designed to identify firms that are leaders in wealth management and committed to providing exemplary client service. This recognition is based on data provided as of June 30, 2024, with the listing released in November 2024.
*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.