Rankings Disclosure for Simon Quick Advisors, LLC 

*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.

2024

Barron’s 2024 Top 100 RIA Firms

Simon Quick Advisors, LLC was recently named by Barron’s as one of 2024’s Top 100 RIA Firms. Advisors who wish to be ranked must first pass a prequalification process aimed at ensuring that those in the mix are experienced and sophisticated advisors. Those who meet the criteria then fill out a survey with more than 100 questions about their practices. 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 March 31, 2024, with the listing released as of September 2024. 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 full article can be found here.

Forbes’ 2024 America’s Top RIA Firms

Simon Quick Advisors, LLC was recently named by Forbes as America’s Top RIA Firms 2024. The Forbes ranking of America’s Top RIA Firms, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone, virtual and in-person due diligence interviews, and quantitative data. The algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience, and those that encompass best practices and approach to working with clients. 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. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Data as of March 31, 2024, with the listing released as of October 9, 2024.

The full article can be found here.

RIA Edge 100: Growth by Design, Not by Default

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. 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 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. Data provided as of 9/30/2023. 

Best Places to Work for Financial Advisors 2024 by Investment News

Advisor to client ratio is based on number of client households an advisor serves.

Simon Quick Advisors, LLC was recently named by Investment News as one of the Best Places to Work for Financial Advisors 2024 administered by Best Companies Group. To qualify as one of InvestmentNews Best Places to Work for Financial Advisors, an advice firm must have at least 15 employees and have been in business for one year. 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 September 30, 2023, with the listing released as of February 28th, 2023. Data provided as of 9/30/2023.

Best RIAs to Work For 2024 by Best Companies Group

Advisor to client ratio is based on number of client households an advisor serves.

Simon Quick Advisors, LLC was recently named by Best Companies Group as one of the Best RIAs to Work For 2024 by Best Companies Group. To qualify as one of InvestmentNews Best Places to Work for Financial Advisors, an advice firm must have at least 10 full-time employees, must have a facility in the United States, can be a for-profit or not-for profit or public agency, must be in business a minimum of one year, must be a firm registered as an RIA with the SEC. 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 June 30, 2024, with the listing released as of December 10, 2024. Data provided as of 3/31/2024.

Fastest Growing Runner-Up City Wire 2024

Data as of 9/30/2024

RIA Survey & Ranking – Financial Advisor Magazine 2024

Simon Quick Advisors, LLC was recently named in Financial Advisor Magazine’s 2024 RIA Survey & Ranking, published on July 12, 2024. This ranking is based on a survey conducted by Financial Advisor Magazine that considers self-reported information, including assets under management (AUM) and year-over-year growth, as of December 31, 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. To be eligible, firms must be independent registered investment advisors, file their own ADV with the SEC, provide financial planning and related services to individual clients, and have at least $50 million in AUM.

Worth‘s Top RIA Firms 2024

*Data as of 9/30/2024

2023

Barron’s Top 100 RIA Firms Recognition 2023

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. 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 June 30, 2023, with the listing released as of September 2023.

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. 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, 2022, with the listing released as of July 2023. 

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. 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 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. 

The full article can be found here.

Investment News Top RIA 2023

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.