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.
With over $8.2 billion in assets under advisement (AUA) and $6.3 billion in assets under management (AUM), Simon Quick is honored to serve 563 client households with an average of $11.2 million in assets. Our firm is committed to delivering a high-caliber, client-focused service, as demonstrated by our impressive advisor-to-client ratio of 1:29.
Our success is rooted in a foundation built by two entrepreneurial families with a deep understanding of the complexities surrounding wealth management. The firm’s continued growth is supported by a team of 80 full-time employees and 27 equity partners, all dedicated to providing best-in-class service. We also proudly hold $629 million in owner and family AUM alongside our clients to show that we are devoted to the success of our clients.
As we celebrate our 20th anniversary, we look forward to building on this legacy, providing sophisticated financial planning, and expanding our services across our six offices nationwide. Thank you to our clients, team, and partners who were an integral part of our journey. Here’s to many more years of shared success!
View the full Forbes’ 2024 America’s Top RIA Firms list here.
Disclaimer
Simon Quick Advisors, LLC was recently named by Forbes as America’s Top RIA Firms 2024. The Forbes ranking of America’s Top RIA Firms, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone, virtual and in-person due diligence interviews, and quantitative data. The algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience, and those that encompass best practices and approach to working with clients. 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, 2024, with the listing released as of October 9, 2024.
*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.
