We’re proud to announce that Simon Quick Advisors has been recognized once again on the RIA Edge 100 list, published by WealthManagement.com in partnership with Discovery Data. This list honors 100 elite RIA firms that have demonstrated consistent, intentional growth while staying true to their core values.
The RIA Edge 100 celebrates firms that have struck a powerful balance between growth and client care, and we’re honored to be recognized among such forward-thinking organizations. The firms selected for this list were evaluated based on several key factors including AUM growth, client retention, team development, and operational efficiency.
At Simon Quick, we’ve always believed that growth should be strategic—not reactive. Our commitment to thoughtful expansion, hiring exceptional talent, and deepening our client relationships has helped us continue to thrive in a dynamic industry. Being named to the RIA Edge 100 list for another year reflects our team’s dedication to providing value beyond the numbers.
As we look to the future, we remain focused on enhancing our clients’ experience, strengthening our internal capabilities, and continuing to build a firm that endures for generations to come.
Read the full list here.
Thank you to our clients, partners, and team members who make this recognition possible.
DISCLAIMER
*Data as of 3/27/2024
Simon Quick Advisors, LLC was recently named by Wealthmanagement.com on the RIA Edge 100. Qualifying firms were limited to SEC-registered investment advisory firms that provide financial planning services, have high-net-worth individuals as more than half of their client base and manage at least $500 million in assets. Analyzing that subset of RIAs, WMIQ ranked firms by several other metrics, including AUM growth over both one- and five-year periods, the ratio of employees to total clients, the percentage of employees with the CFP certification and average client account size, among other factors.
Each metric was given an equal weighting and, on balance, is intended to give a clear picture of firm growth as it relates to client service and internal talent. RIA Edge 100 firms are those with the most impressive growth rates combined with the best employee-to-client ratios and highest CFP certifications.
The RIA Edge 100 is not a ranking. Nor is it a subjective “best advisor” list based on business relationships, influencer status or social media popularity. It is not meant to be a static list—as we continue to refine the metrics, ratios and weightings we use, the names here may change. Firms cannot apply for the list, nor is there a cost to be included.
*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.
