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STOKER OSTLER, A PART OF BMO FINANCIAL GROUP
STOKER OSTLER WEALTH ADVISORS, INC.
CRD 111320 · SEC 801-54265
4900 N. SCOTTSDALE ROAD, SUITE 2600, SCOTTSDALE, AZ, 85251, United States
Phone
480-890-8088
Fax
480-890-8770
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$3.67B
Discretionary AUM
$3.55B
Team
30 total employees; 12 advisory reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-04-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 634 | $344.9M |
| High net worth individuals | 945 | $3.31B |
| Charitable organizations | 6 | $12.3M |
States served
AK, AZ, AR, CA, CO, GA, ID, IL, IN, IA, KS, LA, MD, MA, MI, MN, MT, NE, NV, NM, NY, NC, OH, OK, OR, PA, SC, TN, UT, VA, WI, WY, MO, WA, TX, NH, HI, CT, FL
All web addresses on file
Official SEC filing: View on IAPD