Simon Quick Advisors, LLC

RIASEC Registered

Total AUM

$9B

Discretionary

$8.4B

93% of AUM

Avg account

$2.9M

Accounts

3,057

Employees

Advisory reps

Firm details

Headquarters: Morristown, New Jersey
CRD number: 132330
Registered since: July 16, 2004
Website: simonquickadvisors.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: HNWI83.84%
Charitable Organizations5.56%
Pooled Investment Vehicles4.65%
Other Investment Advisers2.12%
Individuals1.21%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Simon Quick Advisors, LLC is an independent registered investment adviser that registered with the SEC in 2004. The firm is owner-operated and positions itself as a capital allocator serving both individual & family clients and institutional investors. Its advisory scope spans financial planning, portfolio management for individuals, small businesses, pooled investment vehicles and institutions, selection of other advisers, and pension consulting services. The firm also lists business activities that include CPO/CTA work and accounting-related services. Fee arrangements are mixed — percentage of AUM, hourly, fixed fees and other structures are used depending on the engagement. The firm has been recognized in industry rankings, including Financial Times’ Top 300 RIA Firms (2020), multiple Barron’s Top 100 RIA Firm listings (2023, 2024, 2025) and an appearance on Forbes’ Top RIA Firms list (2024).