Simon Quick Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Morristown, NJ. Its latest Form ADV filing, dated March 18, 2026, reports $9.0B in regulatory assets under management, 97 employees, 7 offices, and 3,057 accounts.
Top client segmentHNWI represent 63.9% of total clients.
Top client categories% of clientsClients
1
HNWI
63.9%
666
2
Individuals
31.5%
328
3
Charitable
2.7%
28
4
Pension Plans
0.6%
6
5
Insurance Cos.
0.6%
6
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Other investment advisers<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$9.0Bas of March 18, 2026
Discretionary93.2%
$8.4B
93% of total RAUM93.2%
Non-discretionary6.8%
$616M
7% of total RAUM6.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$9.0B
Total Accounts3,057
10Y AUM Change+$7.1B (+365.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees97
Clients per Employee11:1
10Y Employee Change+70 (+259.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.