Stoker Ostler, A Part of Bmo Financial Group is an SEC registered investment adviser organized as a corporation with a primary office location in Scottsdale, AZ. Its latest Form ADV filing, dated April 17, 2026, reports $3.7B in regulatory assets under management, 30 employees, 1 office, and 5,166 accounts.
Assets Under Management
$3.7B
Employees
30
Offices
1 office
Total Clients
1,585
Primary office
SCOTTSDALE, AZ
4900 N. SCOTTSDALE ROAD, SUITE 2600, SCOTTSDALE, AZ, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 59.6% of total clients.
Top client categories% of clientsClients
1
HNWI
59.6%
945
2
Individuals
40.0%
634
3
Charitable
0.4%
6
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$3.7Bas of April 17, 2026
Discretionary96.8%
$3.6B
97% of total RAUM96.8%
Non-discretionary3.2%
$116M
3% of total RAUM3.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$3.7B
Total Accounts5,166
10Y AUM Change+$2.5B (+220.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees30
Clients per Employee53:1
10Y Employee Change+10 (+50.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.