Fee-only adviser · Morristown, NJ
Simon Quick Advisors, LLC
Simon Quick Advisors, LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Morristown, New Jersey. On its latest Form ADV, filed July 28, 2026, it reports $9.0B in regulatory assets under management, 994 individual clients and 77 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 132330 · SEC file 801-63357 |
| Office | 360 MT. Kemble Ave Morristown, NJ 07960 |
| Phone | (973) 525-1000 |
| Website | simonquickadvisors.com |
| Regulatory assets under management | $9.0B ($8.4B discretionary) |
| Individual clients | 328 non-high-net-worth, 666 high-net-worth |
| Financial planning clients | 51-100 |
| How it charges | Percentage of assets, Hourly, Fixed fee, Other |
| Services | Financial planning, Portfolio management, Pension consulting, Selection of other advisers |
| Employees | 97 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | July 28, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Morristown
- McRae Capital Management Inc. $795M
- Lavish Financial Planning $35M
- O'Dowd Asset Management LLC $43M
- Kiely Capital Management, Inc. $58M
- Pegasus Asset Management Inc $554M
- Blackhill Capital, Inc $2.0B
See all 10 fee-only advisers in Morristown →
Nearby
- Cedar Knolls 2 firms
- Whippany 2 firms
- Mendham 3 firms
- Florham Park 1 firm
- Chatham 1 firm
- Gillette 1 firm
- Basking Ridge 1 firm
- Parsippany 5 firms
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