Simon Quick Advisors, LLC was named to USA Today’s Best Financial Advisory Firms 2026 list, published April 14, 2026. The ranking, developed in partnership with Statista, is based on recommendations from clients, financial advisors, and industry experts, as well as the firm’s development of assets under management (AUM). Recommendations were collected via an independent survey of over 30,000 individuals, and self-recommendations were not permitted. *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.
Lisa A. Manzolillo was named to the 2026 AdvisorHub Women RIAs to Watch ranking. AdvisorHub created this list to recognize women advisors leading sophisticated, growing practices with a commitment to professionalism. Advisors were evaluated based on the scale and quality of practice, year-over-year growth, and professionalism, including regulatory record, community service, and team diversity. Nominees were required to have a minimum of seven years of experience, at least $150 million in assets under management, and a clean regulatory record. Participation in the ranking is open to any firm or advisor and there are no fees for participation. This recognition should not be construed as an endorsement by any client and is not indicative of future performance or success.
2026 (Strategic, Sustainable Growth). Simon Quick Advisors, LLC was recognized by WealthManagement.com on the 2026 RIA Edge 100. The RIA Edge 100 evaluates registered investment advisory firms demonstrating disciplined, sustainable growth using a five-year review of verified data through 12/31/2024, sourced from Discovery Data MarketPro and SEC Form ADV filings. The methodology emphasizes long-term business sustainability rather than short-term performance results. The RIA Edge 100 is not a ranking and is not intended to represent a subjective “best advisor” list. Firms cannot apply for inclusion, and there is no fee to be considered for the list. Inclusion is based solely on the publication’s evaluation criteria and methodology. 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 marketing and promotional materials, including email signatures.
2025 (Growing Rapidly But Responsibly). Simon Quick Advisors, LLC was named by WealthManagement.com on the 2025 RIA Edge 100 list, an annual recognition of registered investment advisory (RIA) firms demonstrating strategic and sustainable growth while maintaining a high level of client service. Qualifying firms were limited to SEC-registered investment advisory firms that provide financial planning services, have high-net-worth individuals as more than half of their client base, and manage at least $500 million in assets. From that group, firms were evaluated across multiple metrics — including asset-under-management (AUM) growth over five years, the ratio of employees to total clients, AUM per advisor, and the percentage of employees with CFP® certification — with each metric given equal weighting to provide a comprehensive picture of growth as it relates to client service and internal talent. The RIA Edge 100 is not a ranking or a subjective “best advisor” list based on business relationships, influencer status, or social media popularity. Firms cannot apply for the list, and there is no cost to be included. The list is designed to surface a representative group of well-managed firms that are reinvesting in their businesses, maintaining high levels of client service, and continuing to grow by design, not by default. 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.
2024 (Growth by Design, Not by Default). Simon Quick Advisors, LLC was named by Wealthmanagement.com on the RIA Edge 100. Qualifying firms were limited to SEC-registered investment advisory firms that provide financial planning services, have high-net-worth individuals as more than half of their client base and manage at least $500 million in assets. Analyzing that subset of RIAs, WMIQ ranked firms by several other metrics, including AUM growth over both one- and five-year periods, the ratio of employees to total clients, the percentage of employees with the CFP certification and average client account size, among other factors. Each metric was given an equal weighting and, on balance, is intended to give a clear picture of firm growth as it relates to client service and internal talent. RIA Edge 100 firms are those with the most impressive growth rates combined with the best employee-to-client ratios and highest CFP certifications. 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 RIA Edge 100 is not a ranking. Nor is it a subjective “best advisor” list based on business relationships, influencer status or social media popularity. It is not meant to be a static list—as we continue to refine the metrics, ratios and weightings we use, the names here may change. Firms cannot apply for the list, nor is there a cost to be included. Data provided as of 12/31/2022.
2025. Simon Quick Advisors, LLC was named by Barron’s as one of 2025’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, 2025, with the listing released as of September 2025. 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.
2024. 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. Participation in the survey was voluntary, and firms did not pay to be considered. 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.
2023. Simon Quick Advisors, LLC was named by Barron’s as one of 2023’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, 2023, with the listing released as of September 2023. 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.
2025. Simon Quick Advisors, LLC was recently named by Financial Advisor Magazine as one of America’s Fastest Growing RIA’s of 2025. 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. 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 on data provided as of December 31, 2024, with the listing released as of July 2025.
2024. Simon Quick Advisors, LLC was recently named by Financial Advisor Magazine as one of America’s Fastest Growing RIA’s of 2024. 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. 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 on data provided as of December 31, 2023, with the listing released as of July 2024.
2023. Simon Quick Advisors, LLC was recently named by Financial Advisor Magazine as one of America’s Fastest Growing 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. 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 on data provided as of December 31, 2022, with the listing released as of July 2023.
2025. Simon Quick Advisors, LLC was recently named by Forbes as one of America’s Top RIA Firms for 2025. The Forbes ranking of America’s Top RIA Firms, developed by SHOOK Research, is based on an algorithm of qualitative criteria, largely gained through telephone, virtual, and in-person due diligence interviews, as well as quantitative data. The algorithm weighs factors such as revenue trends, assets under management, compliance records, industry experience, and best practices. 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. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Data as of March 31, 2025, with the listing released on October 7, 2025.
2024. Simon Quick Advisors, LLC was named by Forbes as America’s Top RIA Firms 2024. The Forbes ranking of America’s Top RIA Firms, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone, virtual and in-person due diligence interviews, and quantitative data. The algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience, and those that encompass best practices and approach to working with clients. 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. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Data as of March 31, 2024, with the listing released as of October 9, 2024.
2025. Data as of 9/30/2025. Simon Quick Advisors, LLC was recognized in Financial Planning Magazine’s “Best RIAs to Work For 2025” list published on December 11, 2025. Financial Planning Magazine is an independent organization with no direct association with SQA/affiliates. This ranking, conducted in partnership with Best Companies Group, is based on a combination of qualitative and quantitative factors, including employee satisfaction, workplace culture, opportunities for professional development, and firm policies and practices. Participation in the survey was voluntary, and firms did not pay to be considered. Rankings are not indicative of future performance or representative of any one client’s experience. 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 listing was released on December 11, 2025.
2024. Simon Quick Advisors, LLC was ranked #10 in Financial Planning Magazine’s “50 Best RIA Firms to Work For” list for 2024. The ranking, conducted by Best Companies Group, was based on qualitative and quantitative factors, including employee satisfaction, workplace culture, opportunities for professional development, and firm policies and practices. Participation in the survey was voluntary, and firms did not pay to be considered. 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. Rankings are not indicative of future performance or representative of any one client’s experience. Financial Planning does not receive compensation in exchange for rankings.
2025. Simon Quick Advisors, LLC was named to Worth’s list of Top Registered Investment Advisor Firms 2025. Worth’s rankings evaluate firms using criteria outlined in the Worth Leading Advisors methodology, which includes factors such as assets under management, predominance of high-net-worth clients, independence from broker-dealers, and other qualitative and quantitative considerations. The listing was published in 2025. 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. This recognition is based on data provided to or obtained by Worth through its selection process. Inclusion on the ranking does not guarantee future investment results and should not be construed as an endorsement of the advisor by any client or third party.
2024. Simon Quick Advisors, LLC was named to Worth’s list of Top Registered Investment Advisor Firms 2024. Worth’s rankings evaluate firms using criteria outlined in the Worth Leading Advisors methodology, which includes factors such as assets under management, predominance of high-net-worth clients, independence from broker-dealers, and other qualitative and quantitative considerations. The listing was published in 2024. Participation in the survey was voluntary, and firms did not pay to be considered. 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. This recognition is based on data provided to or obtained by Worth through its selection process. Inclusion on the ranking does not guarantee future investment results and should not be construed as an endorsement of the advisor by any client or third party.
2024. Simon Quick Advisors, LLC was named by Investment News on the Best Places to Work for Financial Advisors list. To qualify as one of InvestmentNews Best Places to Work for Financial Advisors, an advice firm must have at least 15 employees and have been in business for one year. 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.
2022. Simon Quick Advisors, LLC was named by Investment News on the Best Places to Work for Financial Advisors list. To qualify as one of InvestmentNews Best Places to Work for Financial Advisors, an advice firm must have at least 15 employees and have been in business for one year. 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.
2021. Simon Quick Advisors was recently named to the Best Places to Work for Financial Advisors by Investment News. To qualify as one of InvestmentNews Best Places to Work for Financial Advisors, an advice firm must have at least 15 employees and have been in business for one year. 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.
Simon Quick Advisors, LLC was recently named by CityWire as 50 Growers Across America 2024 Runner Up. The ranking developed by CityWire uses historical Form ADV data provided to them by Discovery Data, and use a series of filters and screens to a) remove firms that don’t do financial planning and/or are controlled by banks or broker-dealers and b) zero in on firms that are growing in terms of both assets and employees. 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 listing was released as of 8/9/2024.
Simon Quick Advisors, LLC was recently named by NJBIZ as one of New Jersey’s Best Places to Work, 2023. To be eligible, organizations must have been a publicly or privately held business, be a for-profit, not-for-profit business, or government entity, have a facility in the state of New Jersey, have a minimum of 15 full-time or part-time employees working in New Jersey, and must be in business a minimum of one year. The ranking is based on survey results provided by all current, full- and part-time New Jersey employees in the survey process, from the CEO, partners, all the way to line-level employees, including remote employees. Remote employees are defined as employees that work from home or on the road who directly report to a supervisor in New Jersey. 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.
Data as of 9/30/2023 *Advisor to client ratio is based on number of client households an advisor serves. Simon Quick Advisors, LLC was recently named by Investment News as one of the Top Regional Fee-Only RIA of 2023. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after August 1, 2022, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) managed assets for individual clients during its most recently completed fiscal year, (5) no more than 50% of amount of regulatory assets under management is attributable to pooled investment vehicles (other than investment companies), (6) no more than 25% of amount of regulatory assets under management is attributable to pension and profit-sharing plans (but not the plan participants), (7) no more than 25% of amount of regulatory assets under management is attributable to corporations or other businesses, (8) does not receive commissions, (9) provides financial planning services, (10) is not actively engaged in business as a broker-dealer (registered or unregistered), (11) is not actively engaged in business as a registered representative of a broker-dealer, and (12) has neither a related person who is a broker-dealer/municipal securities dealer/government securities broker or dealer (registered or unregistered) not one who is an insurance company or agency. The ranking is based on data provided as of September 30, 2023, with the listing released as of November 2023. 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.