background of header
foreground of header

2023 FA 100 LIST

The CNBC FA 100 celebrated the advisory firms that topped the list in 2023 when it came to offering a comprehensive service that helped clients navigate through their financial life.
2023 FA 100

26. Quest Investment Management

WATCH LIVE

Quest Investment Management, based in Lake Oswego, OR, is ranked No. 26 on the 2023 CNBC Financial Advisor 100 list. This is the firm's first appearance on CNBC's FA 100 list.

Total AUM: $1.5B (AccuPoint Solutions)

Years in Business: 38 (AccuPoint Solutions)

Accounts Under Management: 93 (AccuPoint Solutions)

Previous appearances on FA 100 List: 0

Principals:

Monte Johnson, Founder & Chairman

Cameron Johnson, Chief Executive Officer & Principal

Contact:

questinvestment.com

5335 Meadows Road, Suite 400, Lake Oswego, OR 97035

(503) 221-0158

Choose CNBC as your preferred source on Google and never miss a moment from the most trusted name in business news.