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Firm Updates

Oct 13, 2026
Simon Quick Advisors Named to Barron’s Top 100 RIA Firms List for the Fourth Consecutive Year
Mireille Keshishian
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Sep 8, 2026
Welcoming Justin A. Duke, CFA, to Simon Quick Advisors
Darcy O'Brien
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Jul 28, 2026
Simon Quick Advisors Named to Financial Advisor Magazine’s 2026 RIA Ranking
Mireille Keshishian
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Jun 23, 2026
Thomas Morr and Lisa Manzolillo Named to AdvisorHub’s 1,000 Advisors to Watch 2026
Mireille Keshishian
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Jun 3, 2026
Introducing the Simon Quick Private Equity Fund
Wayne Yi, CFA
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May 7, 2026
Lisa A. Manzolillo Named to AdvisorHub’s 50 Women RIAs to Watch List
Mireille Keshishian
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Apr 20, 2026
Simon Quick Named to USA Today’s 2026 Best Financial Advisory Firms List
Mireille Keshishian
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Feb 12, 2026
Simon Quick Advisors Named to RIA Edge 100 list by Wealthmanagement.com
Mireille Keshishian
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