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Simon Quick Advisors
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Personalized wealth management and financial planning
Simon Quick Advisors
Work Here?
Personalized wealth management and financial planning
Overview
Simon Quick Advisors helps high-net-worth individuals and families manage wealth. The firm works with clients to create a personalized financial plan and a single point of contact for financial questions and decisions. Its service combines honest, precise advice with nimble problem solving and close, ongoing collaboration to tailor strategies to each client’s goals. Unlike firms that juggle many specialists or push generic solutions, Simon Quick Advisors aims to be the client’s first and only call for financial issues, building a lasting partnership that frees clients to focus on what matters in life.
About Simon Quick Advisors
Industries
Company Size
51-200
Company Stage
N/A
Total Funding
N/A
Headquarters
Morristown, New Jersey
Founded
2004
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Simplify's Take
What believers are saying
- June 30, 2026 assets reached $11.9 billion AUA and $9.9 billion AUM.
- Simon Quick named to Financial Advisor Magazine's 2026 '1,000 Advisors to Watch' list.
- Texas hiring and in-house exit planning attract business-owner clients during ongoing wealth transfers.
What critics are saying
- Advisor departures from Northern Trust-style firms can erase relationships and revenue quickly.
- Acquisitions like Proquility create integration risk across service quality, compensation, and culture.
- If market volatility cuts AUM, Simon Quick's fee revenue contracts immediately and sharply.
What makes Simon Quick Advisors unique
- Multi-family-office model targets entrepreneurs and families needing planning plus investment management.
- May 23, 2025 Proquility deal broadened Simon Quick into Las Vegas and added veteran advisors.
- Dallas expansion, led by Justin Duke on Sept. 8, 2026, deepens Texas coverage.
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Benefits
Hybrid Work Options
Company News
Simon Quick Advisors has appointed Justin A. Duke, CFA, as Managing Director and Client Advisor in its Dallas office. Duke brings nearly 25 years of wealth management experience, having previously worked at Northern Trust, Regions Bank, and BNY Wealth. The appointment is part of Simon Quick's expansion in Dallas, one of the fastest-growing hubs for entrepreneurs and multigenerational wealth in the United States. Duke joins five other colleagues in the firm's Dallas office. His move reflects a broader industry trend of experienced advisors leaving large banks for independent, fiduciary-focused firms. According to Cerulli Associates data, independent and hybrid registered investment advisors have grown at annualised rates exceeding 10% over the past decade. As of 30 June 2026, Simon Quick oversees $11.9 billion in assets under advisement and $9.9 billion in assets under management across more than 700 client relationships.
Simon Quick Advisors LLC acquired a new stake in Takeda Pharmaceutical in the 1st quarter valued at $164,000.
Simon Quick Advisors has acquired Proquility Private Wealth Partners, a Las Vegas-based advisory firm. This acquisition enhances Simon Quick's national presence and aligns with their values-driven growth strategy. Proquility, led by Andy Ferguson and Patty Yeager, brings over 40 years of industry experience. The partnership emphasizes cultural alignment and a shared vision for long-term client care, ensuring continuity for Proquility's clients.
Simon Quick's Dallas expansion enhances its ability to serve business owners, executives, and families with personalized planning and investment advice, and now, specialized exit planning guidance.MORRISTOWN, N.J., May 19, 2025 /PRNewswire/ -- Simon Quick Advisors, a nationally recognized wealth management and multi-family office firm, is pleased to announce the expansion of its footprint into Texas. Leading the Dallas team are three accomplished professionals: Shei Unger, CFP®, CEPA®; Nate Ohlinger, CFP®, AEP®; and Ryan Moffett, CIMA®, CFP®, who each join as Managing Director, Client Advisor. Together, they bring a track record of excellence in client service and a shared belief in long-term, planning-first financial advice.This move reflects the firm's ongoing commitment to deepening its presence in key markets and enhancing the services it provides to high-net-worth and ultra-high-net-worth families, entrepreneurs, and executives."Joining Simon Quick was a natural fit for us," said Ryan Moffett. "We wanted a firm that values people, encourages collaboration, and has the infrastructure to support complex client needs. Simon Quick checks all those boxes—and more."Exit Planning, Now In-HouseAmong the team's standout strengths is deep expertise in exit planning—a critical area for business owners preparing to sell or transition their companies. With the addition of Shei Unger, a Certified Exit Planning Advisor (CEPA®) to the team, Simon Quick clients now gain access to a trusted resource who can help them navigate the complexities of exiting a business with greater clarity, strategy, and confidence."As a CEPA®, I'm passionate about helping business owners make well-informed decisions during one of the most important transitions of their lives," said Shei Unger
Finally, Simon Quick Advisors LLC acquired a new stake in Lindblad Expeditions in the 4th quarter valued at about $126,000.
Simon Quick Advisors is Hiring for 5 Jobs on Simplify!
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About Simon Quick Advisors
Industries
Company Size
51-200
Company Stage
N/A
Total Funding
N/A
Headquarters
Morristown, New Jersey
Founded
2004
Simon Quick Advisors is Hiring for 5 Jobs on Simplify!
Find jobs on Simplify and start your career today