We’re proud to share that Simon Quick Advisors has been named to the 2025 Barron’s Top 100 RIA Firms list, a recognition that reflects the strength of our client relationships, the dedication of our team, and the clarity of our long-term vision. At a time when the advisory landscape continues to evolve, we remain committed to partnering with complex multigenerational families, business owners, and entrepreneurs to help them achieve their long term goals and objectives.
According to the Investment Adviser Industry Snapshot 2025, Investment Adviser Association, there are over 15,000 SEC-registered advisors nationwide. In an increasingly capital-backed RIA environment, we remain proud to be 100% employee-owned and independent. Our firm continues to grow organically, prioritizing culture, continuity, and client experience above all. We extend our thanks to Barron’s for this industry recognition, and most importantly, to our clients for the opportunity to serve.
To view the full 2025 Barron’s Top 100 RIA Firms list, visit Barron’s.
Disclaimer
Simon Quick Advisors, LLC was recently 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.
*Please Note: Limitations. Neither rankings nor recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that the client will experience a certain level of results if the investment professional or the investment professional’s firm is engaged, or continues to be engaged, to provide investment advisory services. 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 upon specific criteria and methodology (see ranking criteria/methodology). No ranking or recognition should be construed as an endorsement by any past or current client of the investment professional or the investment professional’s firm. ANY QUESTIONS: Simon Quick Advisors, LLC’s Chief Compliance Officer remains available to address any questions regarding rankings and/or recognitions, including the criteria used for any reflected ranking.
