STOKER OSTLER, A PART OF BMO FINANCIAL GROUP
SEC RegisteredAchieve your goals for the future
About the firm
Stoker Ostler is a trade name used by Stoker Ostler Wealth Advisors, Inc., an SEC-registered investment adviser located in Scottsdale, Arizona, and a part of BMO Financial Group. The firm offers a wealth planning approach aimed at helping clients achieve their financial goals across all stages of life.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
The firm offers wealth management and planning services organized around four life stages: Plan (e.g., changing jobs, college planning, retirement planning, starting a family, caregiving, starting a business), Grow (e.g., growing retirement savings, receiving an inheritance, expanding a business), Protect (e.g., preparing for retirement, healthcare costs, protecting wealth), and Transition (e.g., living in retirement, estate transition, charitable giving, business succession).
Who they serve
Individuals and families at whatever stage of life, including those changing jobs, planning for retirement, starting a family, becoming a caregiver, starting or expanding a business, receiving an inheritance, preparing for healthcare costs, and those living in or transitioning into retirement.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 634 | $345M |
| High Net Worth Individuals | 945 | $3.3B |
| State/Municipal Entities | 6 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
14 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $3 million | 1.00% |
| Next $2 million | 0.85% |
| Next $5 million | 0.65% |
| Above $10 million | 0.55% |
Data as of April 17, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. STOKER OSTLER, A PART OF BMO FINANCIAL GROUP has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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