TORONTO, ONTARIOCRD 281337Latest ADV January 28, 2026
Bmo Nesbitt Burns Securities Ltd. is an SEC registered investment adviser organized as a corporation with a primary office location in Toronto, Ontario. Its latest Form ADV filing, dated January 28, 2026, reports $1.2B in regulatory assets under management, 303 employees, 49 offices, and 1,330 accounts.
Assets Under Management
$1.2B
Employees
303
Offices
49 offices
Total Clients
1,086
Primary office
TORONTO, ONTARIO
1 FIRST CANADIAN PLACE, 41ST FLOOR, TORONTO, ONTARIO, Canada
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 62.1% of total clients.
Top client categories% of clientsClients
1
Individuals
62.1%
674
2
HNWI
37.9%
412
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.2Bas of January 28, 2026
Discretionary100.0%
$1.2B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$1.2B
Total Accounts1,330
10Y AUM Change+$1.1B (+2295.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees303
Clients per Employee4:1
10Y Employee Change+103 (+51.5%)
* 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.