July 15, 2025 – Simon Quick Advisors is proud to announce its inclusion in Financial Advisors Magazine’s 2025 America’s Top RIA Ranking, an annual list that highlights the leading independent firms across the country. The recognition reflects Simon Quick’s ongoing commitment to an exceptional client experience, consistent growth, and our firm’s continued focus on helping clients pursue their goals.
deep advisory experience, and a conflict-free service model.
Each year, Financial Advisor Magazine evaluates firms not only by assets under management but also by client retention, advisor-to-client ratios, and the breadth of services provided. Simon Quick’s inclusion on the 2025 list speaks to its ability to deliver across all of these dimensions while maintaining a strong fiduciary culture.
“Our clients trust us to partner with them through their most important financial decisions,” said Christopher B. Moore, CFP®, Managing Partner at Simon Quick Advisors. “We’ve built a platform that prioritizes their long-term goals while supporting our advisors with the tools, resources, and structure they need to thrive.”
Simon Quick continues to experience steady AUM growth, driven by thoughtful investment strategies and a commitment to planning-driven advice. The firm’s low client-to-advisor ratio allows for highly personalized service, supported by a multidisciplinary team of CFP® professionals and investment specialists who work together to deliver clear, actionable guidance.
With a full suite of integrated services—including proactive tax planning, , estate planning, risk management, philanthropic strategy, and long term investment solutions —Simon Quick offers clients a complete financial experience grounded in transparency and accountability. The firm operates with no outside ownership or private equity, allowing it to remain fully aligned with its clients and advisors.
As the firm continues to expand its national footprint, this recognition reinforces its position as a premier destination for advisors and clients who value depth, independence, and long-term thinking.
Click here to view the full list and explore the 2025 methodology.
Disclaimer
Simon Quick Advisors, LLC was recently ranked in the Financial Advisor Magazine 2025 RIA Survey & Ranking (“AI Wars”) based on assets under management, per AUM figures reported as of December 31, 2024. Eligibility for inclusion required that firms be SEC-registered investment advisors filing their own ADV, offering financial planning and related services to individual clients; hybrid and corporate RIAs were excluded
*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.
