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SIMON QUICK ADVISORS, LLC

MORRISTOWN, NJ · CRD 132330 · IAPD ↗ · 973-525-1000

$9.01BRegulatory AUM
77Advisory reps
97Employees
0Clients
51-100Planning clients
5Private funds
17States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
April 2026 — SIMON QUICK ADVISORS, LLC reported RAUM up 27% ($7.07B -> $9.01B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
85
April 2026 — SIMON QUICK ADVISORS, LLC grew from 57 to 77 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
July 2025 — SIMON QUICK ADVISORS, LLC added office(s): 5 -> 7 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
July 2025 — SIMON QUICK ADVISORS, LLC notice-filed in AZ, NV, OR, WA, WI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
85
April 2025 — SIMON QUICK ADVISORS, LLC grew from 31 to 55 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.