9/19/2023 – Simon Quick Advisors is proud to announce its inclusion on the Barron’s 2023 Top 100 RIA Firms list. With a strong track record of growth, they now stand among the leading independent advisory firms in the nation.
Simon Quick proudly services over 500 households with personalized financial planning and investment advisory services. With 6 offices in 5 states (New Jersey, Tennessee, Colorado, New York, and Florida), their span is nationwide, serving many different families’ wealth management needs.
Simon Quick continues to demonstrate that there is a need for personalized advisory services in the marketplace. Their inclusion on the list demonstrates that their unique approach resonates with clients seeking a tailored financial solution.
“We are thrilled to be named as one of 2023’s Top RIA Firms,” says Christopher B. Moore, Managing Partner at Simon Quick. This achievement is a product of the passion and hard work of our team and strengthens our vision of becoming the most trusted name in wealth management.”
The 8th annual edition of the Barron’s top Registered Investment Advisor (RIA) list evaluates firms on multiple metrics, including assets managed by the firms, technology spending, staff diversity, succession planning, and more. These rankings are designed to recognize and celebrate some of the top financial advisors in the nation and serve as an industry benchmark to continue setting and raising industry standards. Advisors who seek this ranking must complete a comprehensive survey conducted by Barron’s about their practice, which is verified with the firms on a regulatory basis. For more information about how Barron’s collects data for their rankings, click here.
To see the full list of Barron’s Top 100 RIA Firms of 2023, click here.
About Simon Quick Advisors
Simon Quick Advisors is a leading registered investment advisory firm, dedicated to providing personalized investment management and financial planning solutions to high-net-worth individuals. With a commitment to sophisticated strategies, employee ownership, and investing alongside their clients, they assist clients in achieving their financial goals and navigating the complexities that wealth creates. Their team of professionals offer guidance, tailored investment strategies, and market analysis, empowering clients to make informed decisions. At Simon Quick, there are no hidden agendas or product pushing allowing clients to experience having a trusted advisor for professional objective advice.
DISCLAIMER
Simon Quick Advisors, LLC was recently named by Barron’s as one of 2023’s Top 100 RIA Firms. Advisors who wish to be ranked fill out a 102-question survey about their practice. 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 June 30, 2023, with the listing released as of September 2023. 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.
