Simon Quick Advisors, LLC

RIASEC RegisteredEst. 2004

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 organized as an LLC and operating since 2004. The firm serves both individual/family and institutional clients and operates as a capital allocator that also sponsors and manages pooled investment vehicles. Its service mix includes financial planning, portfolio management across individuals, pooled vehicles and institutions, pension consulting, and selection of sub-advisers. The firm lists business activities that include roles as a commodity pool operator/commodity trading adviser and accounting-related services. Fee arrangements are flexible and include percentage-of-AUM arrangements alongside hourly and fixed fees. Simon Quick Advisors does not identify as an active ESG investor. The firm has been recognized in industry rankings, including placement on Financial Times’ Top 300 RIAs in 2020 and appearances on Barron’s Top 100 RIA lists (2023, 2024, 2025) as well as a Forbes RIA list in 2024.