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We’re pleased to share that Simon Quick Advisors has been named to Financial Advisor Magazine’s 2026 RIA Ranking, among firms nationally with more than $1 billion in assets under management. This award reflects the substantial year-over-year growth Simon Quick has experienced, and the continued trust clients place in the firm as it expands.
Financial Advisor’s RIA Ranking evaluates independent advisory firms based on year-end assets and year-over-year growth. This year’s broader survey found that outside investment continues to reshape the industry, with an estimated 19% of firms reporting some form of private equity or outside ownership, a trend that makes Simon Quick’s status as a 100% employee-owned firm an increasingly meaningful distinction.
At Simon Quick, we’re proud to see this growth recognized, and grateful to our clients and team members who make it possible.
Disclaimer
Simon Quick Advisors, LLC was recently named on the 2026 RIA Ranking by Financial Advisor Magazine. To be eligible, firms must be registered investment advisers, provide financial planning and related services to individual clients, and have at least $500 million in assets under management. 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 on data provided as of December 31, 2025, with the listing released as of July 2026.
Please Note: Limitations: Neither rankings and/or recognition by unaffiliated rating services, publications, or other organizations, nor the achievement of any designation or certification, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Simon Quick Advisors, LLC (“Simon Quick”) is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers. No ranking or recognition should be construed as a current or past endorsement of Simon Quick by any of its clients. Any questions: Simon Quick’s Chief Compliance Officer remains available to address any questions regarding rankings and/or recognitions, including providing the criteria used for any reflected ranking.
