Simon Quick Named in Barron’s 2024 Top 100 RIA Firms

By: Mireille Keshishian

Simon Quick Advisors is proud to announce its inclusion on the Barron’s 2024 Top 100 RIA Firms list. For another consecutive year, we continue to solidify our reputation as one of the nation's leading independent advisory firms, reaffirming our strong track record of growth and success in wealth management.

We proudly serve over 500 households, offering personalized financial planning and investment advisory. With 6 offices spanning across 5 states (New Jersey, New York, Florida, Colorado, and Tennessee), our national presence reflects our commitment to providing tailored financial solutions to families across the country.

Our ongoing recognition highlights the growing demand for customized wealth management strategies and demonstrates the effectiveness of a client-centric approach.

“We're proud to be recognized as one of 2024’s Top RIA Firms,” says Christopher B. Moore, CFP® Managing Partner at Simon Quick. “This accomplishment highlights the passion and commitment to excellence of our team, and it strengthens our commitment to delivering trusted, client-focused wealth management solutions.”

Barron’s annual list of top Registered Investment Advisor (RIA) firms evaluates candidates based on multiple metrics, including assets under management, technology investments, growth, succession planning, and more. The rankings serve as an industry benchmark, recognizing excellence and raising the bar for standards in financial advisory services. Firms seeking to qualify for the rankings must undergo a rigorous survey process conducted by Barron’s, verified through regulatory review.

To view the full list of Barron’s Top 100 RIA Firms of 2024, click here.

About Simon Quick Advisors

Simon Quick Advisors is a leading registered investment advisory firm committed to delivering personalized investment management and financial planning solutions to high-net-worth individuals. With a focus on sophisticated strategies, the firm continues to distinguish itself through employee ownership and its unique approach of investing alongside clients. This model aligns Simon Quick’s interests directly with those of its clients, reinforcing trust and transparency.

Celebrating its 20th Anniversary in 2024, their team of seasoned professionals offers guidance, tailored investment strategies, and in-depth market analysis, empowering clients to make well-informed financial decisions in an ever-evolving market. Simon Quick remains committed to helping individuals and families navigate the complexities of wealth, while prioritizing their financial goals in every decision and takes pride in providing objective, conflict-free advice, with no hidden agendas or product-pushing, so clients experience the true value of having a trusted financial partner. 

About Mireille Keshishian

Analyst, Marketing

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.

Disclaimer

^{Simon Quick Advisors, LLC was recently named by Barron’s as one of 2024’s Top 100 RIA Firms. Advisors who wish to be ranked must first pass a prequalification process aimed at ensuring that those in the mix are experienced and sophisticated advisors. Those who meet the criteria then fill out a survey with more than 100 questions about their practices. 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 March 31, 2024, with the listing released as of September 2024. 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.}