October 14, 2025
We’re proud to share that Simon Quick Advisors has once again been recognized on Forbes’ prestigious list of America’s Top RIA Firms for the second consecutive year, ranking #36 out of 250 firms. This honor reflects our team’s unwavering commitment to client-centric service, strategic growth, and delivering exceptional outcomes.
This recognition arrives at a pivotal time for our firm. Over the past year, we’ve experienced meaningful growth, expanded our capabilities, and continued to deepen relationships with the clients and families we serve. With about $10 billion in assets under advisement (AUA), 6 office locations across the country, and over 95 full-time professionals (as of 6/30/2025), we remain focused on delivering thoughtful, integrated wealth management strategies tailored to each client’s needs.
As a 100% employee-owned firm with over 30 equity partners, Simon Quick is proud to be aligned with our clients both philosophically and financially. We continue to prioritize succession planning, internal investment, and personalized attention through a low advisor-to-client ratio. Our vision for the future is rooted in independence, innovation, and integrity.
We extend our sincere thanks to our clients, partners, and dedicated team members who make this recognition possible. We look forward to continuing to earn your trust every day.
View the full Forbes 2025 America’s Top RIA Firms list
Disclaimer
Simon Quick Advisors, LLC was recently named by Forbes as one of America’s Top RIA Firms for 2025. The Forbes ranking of America’s Top RIA Firms, developed by SHOOK Research, is based on an algorithm of qualitative criteria, largely gained through telephone, virtual, and in-person due diligence interviews, as well as quantitative data. The algorithm weighs factors such as revenue trends, assets under management, compliance records, industry experience, and best practices. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Data as of March 31, 2025, with the listing released on October 7, 2025.
Please Note: Limitations. Rankings or recognitions by unaffiliated rating services, publications, or other organizations should not be construed as a guarantee of future results. Recognition is not indicative of any individual client’s experience. Simon Quick compensates rating services for the use of branded logos in marketing materials. Our Chief Compliance Officer remains available to address any questions regarding rankings and methodology.
