ria
Simon Quick Advisors
MORRISTOWN, NJ
CRD: 132330
In PWD coverage since September 9, 2026 · 1 story
$9BRegulatory AUMSEC Form ADV · Oct 3
97EmployeesForm ADV
+1Talent net · 12 months1 in · 0 out
Regulatory AUM · Sep 12 – Oct 3
Observed recruiting events · 12 monthsOn the wire →
Net +1 · 1 incoming events · 0 outgoing events
Arrivals
Justin Duke
Sep 9 · from BNY Wealth
Departures
None tracked.
PWD coverage
move
Banks' upstream push hands RIAs their next breakaway wave
Fee hikes and routing rules turn mass-affluent advisors into RIAs' next recruiting class—if the destination firm can serve the clients.