A complete list of active advisors currently associated with Quest Investment Firm

Warmer can help you find a great advisor at Quest Investment Firm or one who fits your needs even better.

Quest Investment Firm provides portfolio management and retirement-account advice to individual and small‑business clients, and offers wealth‑management services targeted to private clients such as professional athletes, entertainers, and high‑net‑worth individuals. Services extend beyond investment selection to operational support including budgeting, bill paying, and coordinating clients’ bank and brokerage accounts. The firm’s investment approach is an active, equities‑focused strategy that concentrates on growth stocks across small‑, mid‑, and large‑cap ranges, using fundamental analysis and trend observation to construct portfolios; clients may impose restrictions on securities. Accounts are managed on a discretionary basis, the firm does not participate in wrap programs, and it does not charge performance‑based fees. Distinctive features include the stock‑only growth mandate combined with direct cash‑management services (money movement and percentage allocation among checking, savings, retirement, and brokerage accounts), and the use of signing‑bonus arrangements for certain private clients that require minimum investments for a stated period. The firm operates with a small client base and about $1.85 million in assets under management, does not custody client assets, and allows clients to select their own broker‑dealer.

To learn more about the advisors currently working at Quest Investment Firm, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.