Firm Updates

At Simon Quick, we take great pride in recognizing the hard work, dedication, and leadership of our team members. As we continue to grow, it’s important to celebrate those who exemplify our culture of excellence, innovation, and teamwork.

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.

As we approach the end of the year, we want to take a moment to look back at all that 2024 brought. It’s been a dynamic year, marked by growth and giving back to our community. We’d also like to extend our sincere appreciation to our clients for their continued trust and partnership.

We’re thrilled to announce that Simon Quick has been recognized as the #10 Best RIA Firm to Work For in the nation by Financial Planning Magazine. This accolade celebrates our ongoing commitment to fostering a collaborative, supportive, and growth-oriented workplace for our team.

We’re thrilled to announce that Simon Quick has been named one of Forbes’ America’s Top RIA Firms for 2024. This prestigious recognition marks a significant achievement in a milestone year as we celebrate 20 years of providing personalized wealth management services to our clients.

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.

Simon Quick is proud to announce a significant milestone in our journey—20 years of providing exceptional financial planning and investment services. What began around our founding partner's dinner table in September of 2004, has grown into a robust team of over 80 professionals across six office locations servicing clients from over 30 states nationwide.

Amidst the ever-changing landscape of the wealth management industry, Simon Quick Advisors continues to stand out from the pack. The firm was recently listed on WealthManagement.com's RIA Edge 100, which showcases firms that prioritize client experience and sustainable business practices.