Amidst the ever-changing landscape of the wealth management industry, Simon Quick Advisors continues to stand out from the pack. The firm was recently listed on WealthManagement.com’s RIA Edge 100, which showcases firms that prioritize client experience and sustainable business practices.
The RIA Edge 100, developed by WealthManagement.com’s WMIQ research in collaboration with ISS Market Intelligences’ Discovery Data, aims to identify the top 100 firms that excel in maintaining superior client service and organizational health while experiencing rapid asset growth.
Unlike traditional rankings, the RIA Edge 100 doesn’t rely on subjective assessments or social influence. Its methodology is a dynamic compilation based on SEC-registered investment advisory firms, emphasizing financial planning services, with high-net-worth individuals constituting over half of their client base and managing at least $500 million in assets.
Simon Quick Advisors’ recognition in the RIA Edge 100 reflects the firm’s dedication to reinvesting in its business, upholding high standards of client service, and deliberately growing by design, not by default. This distinction highlights the firm’s strategic approach to navigating the evolving landscape of financial advisory services.
As the RIA Edge 100 evolves, Simon Quick Advisors’ consistent presence will underscore its commitment to excellence and sustainable growth. The recognition is a testament to the firm’s ability to adapt, innovate, and continuously elevate client service standards in a dynamic financial environment.
DISCLAIMER
*Data as of 9/30/2024
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.
