STOKER OSTLER WEALTH ADVISORS, INC.
Doing business as STOKER OSTLER, A PART OF BMO FINANCIAL GROUP. SEC Form ADV profile.
Total regulatory AUM
$3,669,760,193
Discretionary
$3,553,892,357
Non-discretionary
$115,867,836
Firm details
- CRD number
- 111320
- SEC file number
- 801-54265
- Main office
- SCOTTSDALE, AZ, United States
- Employees
- 30
- SEC status
- Approved
- Website
- HTTP://WWW.STOKEROSTLER.COM
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.