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Stoker Ostler
Stoker Ostler, part of BMO Financial Group, is an SEC-registered investment adviser in Scottsdale, AZ, since 1997. The firm manages $3.7 billion in assets,...
Stoker Ostler
Stoker Ostler, part of BMO Financial Group, is an SEC-registered investment adviser in Scottsdale, AZ, since 1997. The firm manages $3.7 billion in assets, with $3.6 billion on a discretionary basis. It has 30 employees and 12 investment advisers.
General information
Firm type
Bank / Wealth / Trust
Year founded
1997
AUM
Over $3 billion (per firm website)
Location
Region
North America
Country
United States
City
Scottsdale
Corporate office
4900 North Scottsdale Road, Suite 2600, Scottsdale, AZ 85251-7658, United States
Additional offices
2825 E Cottonwood Pkwy, Ste 460, Cottonwood Heights, UT 84121, United States
Principals
Robert Stoker
Chairman
Michael Ostler
President
Sector focus
Frequently asked questions
Who runs investment decisions at Stoker Ostler?
The firm lists a chief investment officer and senior portfolio manager on its team page but does not provide the individual's name. Several directing managers and senior portfolio managers also appear on the roster. The exact decision-making structure is not publicly detailed.
What investment strategy does Stoker Ostler employ?
Stoker Ostler does not publish a standalone strategy page. Its service descriptions, team composition, and published tax-planning insights collectively suggest it manages equity and fixed-income portfolios alongside financial-planning services for individuals, business owners, and charitable organizations.
What types of clients does Stoker Ostler serve?
The firm states it works with over 1,000 individuals and families, business owners and entrepreneurs, executives, and charitable organizations across the U.S. and internationally. Its planning framework is built around key life moments — job changes, retirement, estate transitions, business succession, and philanthropic giving.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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