Wealth Manager
    SEC Registered
    Manages Private Funds

    Stoker Ostler, a Part of Bmo Financial Group

    Registered investment advisor · Scottsdale, Arizona · CRD #111320

    Assets Under Management
    $3.7B
    Client Accounts
    5,166
    Employees
    30
    CRD Number
    111320
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Stoker Ostler, a Part of Bmo Financial Group

    Established in 1997, Stoker Ostler Wealth Advisors is part of BMO Financial Group, offering financial planning, investment management, and consulting services for high-net-worth individuals and families. It is an SEC-registered investment advisor.

    Fee Structure

    Percentage of assets under management Yes
    Fixed fees Yes
    Hourly charges Yes
    Performance-based fees Yes

    Contacts, 13F holdings & brochure intel for Stoker Ostler, a Part of Bmo Financial Group

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Stoker Ostler, a Part of Bmo Financial Group's AUM?

    Stoker Ostler, a Part of Bmo Financial Group reports approximately $3.7B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Stoker Ostler, a Part of Bmo Financial Group headquartered?

    Stoker Ostler, a Part of Bmo Financial Group is headquartered in Scottsdale, Arizona.

    What is Stoker Ostler, a Part of Bmo Financial Group's CRD number?

    Stoker Ostler, a Part of Bmo Financial Group's CRD number is 111320. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Stoker Ostler, a Part of Bmo Financial Group manage?

    Stoker Ostler, a Part of Bmo Financial Group manages approximately 5,166 client accounts according to its latest SEC filing.

    Is Stoker Ostler, a Part of Bmo Financial Group SEC registered?

    Yes, Stoker Ostler, a Part of Bmo Financial Group is registered with the SEC as an investment adviser with an approved registration status.

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