Stoker Ostler, A Part of Bmo Financial Group

Overview

Stoker Ostler, a part of BMO Financial Group, operates as a corporate, bank-affiliated broker-dealer that provides wealth management and financial planning to individuals, families and some institutional clients. The firm has been SEC-registered since 1997 and positions itself around fee arrangements that include a percentage of assets under management as well as hourly and fixed-fee engagements. Core advisory services listed on the firm’s profile include financial planning, portfolio management for individuals and small businesses, and educational seminars or workshops. The firm does not identify as an active ESG investor. An industry recognition noted on the firm’s profile is inclusion in FA Magazine’s Top RIA Firms list in 2020.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices