Simon Quick Advisors Named to Barron’s Top 100 RIA Firms List for the Fourth Consecutive Year

Simon Quick Advisors has been named to the 2026 Barron’s Top 100 RIA Firms list, marking its fourth consecutive year on the ranking.

The firm has grown steadily since its founding in 2004 and now works with approximately 735 households across the country, representing nearly $10 billion in assets under management and nearly $12 billion in assets under advisement as of June 30, 2026. Simon Quick operates from six offices and employs 91 professionals, 34 of whom are owners.

Simon Quick remains 100% employee-owned, a distinction that has grown more notable as private equity has taken on a larger role across the RIA industry in recent years. The firm’s growth has come from a combination of new client relationships, advisor recruitment, and strategic acquisitions.

In practice, that structure shows up in how the firm works day-to-day. Financial planning, investment advisory, tax coordination, and family office-level support sit under one roof, designed so clients aren’t left stitching advice together from several directions on their own.

For the families, business owners, and executives Simon Quick serves, that coordination matters when life gets more complex across business transitions, liquidity events, and retirement.

Simon Quick extends its thanks to Barron’s for the recognition, and to its clients and community, whose trust makes the underlying growth possible.

Barron’s evaluates registered investment advisory firms across three broad categories: assets, revenue, and quality of practice, with additional weight given to factors such as team structure, technology investment, succession planning, and regulatory record. Firms must first pass a prequalification process before completing a detailed survey, which Barron’s then verifies against regulatory databases.

To view the full 2026 Barron’s Top 100 RIA Firms list, visit their website.

Learn more about Simon Quick’s independent approach.

Disclaimer

Simon Quick Advisors, LLC was named by Barron’s on the 2026 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 applies 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 it does multiple subcalculations. The ranking is based on data provided as of June 30, 2026, with the listing released in September 2026. 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 and/or recognition by unaffiliated rating services, publications, or other organizations, nor the achievement of any designation or certification, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Simon Quick Advisors, LLC (“Simon Quick”) is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers. No ranking or recognition should be construed as a current or past endorsement of Simon Quick by any of its clients. Any questions: Simon Quick’s Chief Compliance Officer remains available to address any questions regarding rankings and/or recognitions, including providing the criteria used for any reflected ranking.