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 formed in 2004 and organized as an LLC with individual ownership. The firm serves both affluent individuals/families and institutions and functions as a capital allocator that sponsors and manages pooled vehicles in addition to providing traditional advisory services. Its advisory menu covers financial planning, discretionary portfolio management for individuals and pooled vehicles, pension consulting, and manager selection. The firm also reports business activities tied to commodity pool/CTA roles and accounting services. Fee arrangements include percentage-of-AUM billing alongside hourly, fixed-fee, and other structures. The firm has received several industry recognitions, including placement on Financial Times’ Top 300 RIA list (2020), multiple Barron’s Top 100 RIA listings (2023, 2024, 2025), and a Forbes Top RIA Firms mention in 2024.