Firm Updates

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.

We are thrilled to announce that Simon Quick Advisors has been recognized as one of the Best Places to Work for Financial Advisors in 2024 by Investment News. This prestigious accolade is a testament to our unwavering commitment to fostering a positive and collaborative work environment for our team.

At the beginning of each year, Simon Quick announces promotions across the team, and this year is no different. This wave of advancements reflects our commitment to recognizing and fostering exceptional talent within our team.

As the year draws to a close, we’d like to take a moment to reflect on the year in review. 2023 was an eventful year spent focused on investment management, advising clients, and growing our firm. We’d also like to take this time to express our gratitude to our clients for their continued trust in Simon Quick. In this article, you’ll find highlights and news from this year.