Rankings Disclosure for Simon Quick Advisors, LLC
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 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 Advisors, LLC by any of its clients. ANY QUESTIONS: Simon Quick Advisors, LLC’s Chief Compliance Officer remains available to address any questions regarding rankings and/or recognitions, including providing the criteria used for any reflected ranking.
Barron’s Top 100 RIA Firms Recognition
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. Barron’s was not compensated by Simon Quick Advisors, LLC.
The full article can be found here.
FA Magazine's Fastest Growing RIAs of 2023
Simon Quick Advisors, LLC was recently named by Financial Advisor Magazine as one of America’s Fastest Growing RIA’s of 2023. 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. The ranking is based on data provided as of December 31, 2022, with the listing released as of July 2023. Financial Advisor Magazine was not compensated by Simon Quick Advisors, LLC.
The full article can be found here.
New Jersey’s Best Places to Work, 2023
Simon Quick Advisors, LLC was recently named by NJBIZ as one of New Jersey’s Best Places to Work, 2023. To be eligible, organizations must have been a publicly or privately held business, be a for-profit, not-for-profit business, or government entity, have a facility in the state of New Jersey, have a minimum of 15 full-time or part-time employees working in New Jersey, and must be in business a minimum of one year. The ranking is based on survey results provided by all current, full- and part-time New Jersey employees in the survey process, from the CEO, partners, all the way to line-level employees, including remote employees. Remote employees are defined as employees that work from home or on the road who directly report to a supervisor in New Jersey. NJBIZ or Bridgetower Media were not compensated by Simon Quick Advisors, LLC.
The full article can be found here.
Investment News Top RIA
Simon Quick Advisors, LLC was recently named by Investment News as one of the Top Regional Fee-Only RIA of 2023. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after August 1, 2022, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) managed assets for individual clients during its most recently completed fiscal year, (5) no more than 50% of amount of regulatory assets under management is attributable to pooled investment vehicles (other than investment companies), (6) no more than 25% of amount of regulatory assets under management is attributable to pension and profit-sharing plans (but not the plan participants), (7) no more than 25% of amount of regulatory assets under management is attributable to corporations or other businesses, (8) does not receive commissions, (9) provides financial planning services, (10) is not actively engaged in business as a broker-dealer (registered or unregistered), (11) is not actively engaged in business as a registered representative of a broker-dealer, and (12) has neither a related person who is a broker-dealer/municipal securities dealer/government securities broker or dealer (registered or unregistered) not one who is an insurance company or agency. The ranking is based on data provided as of September 30, 2023, with the listing released as of November 2023. Investment News was not compensated by Simon Quick Advisors, LLC.
The full article can be found here.