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SIMON QUICK ADVISORS, LLC
CRD 132330File 801-63357
APPROVED
Retail clients
Custody
Filing as of Jul 28, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$9.01B
Top 10% of cohort (national)
Discretionary AUM
$8.39B
Non-discretionary $615.7M
Clients
1,042
3,057 accounts
Employees
97
Top 10% of cohort in NJ
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Jul 16, 2004
- Principal office
- 360 MT. KEMBLE AVE, MORRISTOWN, NJ, 07960
- Phone
- 973-525-1000
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $9.01B
- Discretionary AUM
- $8.39B
- Non-discretionary AUM
- $615.7M
- Discretionary accounts
- 2,980
- Non-discretionary accounts
- 77
- Total accounts
- 3,057
- AUM per client
- $8.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $97.1M |
| Insurance companies | 6 | $81.9M |
| Charitable organizations | 28 | $500.5M |
| Other investment advisers | Fewer than 5 | $191.2M |
| High net worth individuals | 666 | $7.55B |
| Pooled investment vehicles | 4 | $418.4M |
| Pension and profit sharing plans | 6 | $57.3M |
| Individuals (other than high net worth individuals) | 328 | $109.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — THIRD PARTY MANAGED ASSET PROGRAM
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 90 | 97 | increased by7 |
| Apr 1, 2026 | Clients | 939 | 1,042 | increased by103 |
| Apr 1, 2026 | AUM | $7,072,626,223 | $9,006,812,528 | increased by$1,934,186,305 |
| Apr 1, 2026 | Accounts | 3,710 | 3,057 | decreased by653 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 84 | 90 | increased by6 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 803 | 939 | increased by136 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $6,716,999,364 | $7,072,626,223 | increased by$355,626,859 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 2,945 | 3,710 | increased by765 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 58 | 84 | increased by26 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 462 | 803 | increased by341 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $4,582,069,033 | $6,716,999,364 | increased by$2,134,930,331 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,503 | 2,945 | increased by1,442 |
| Apr 1, 2022 | Clients | 415 | 462 | increased by47 |
| Apr 1, 2022 | AUM | $3,859,542,652 | $4,582,069,033 | increased by$722,526,381 |
| Apr 1, 2022 | Accounts | 1,159 | 1,503 | increased by344 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “SIMON QUICK” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“SIMON QUICK” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.