# Stoker Ostler

Stoker Ostler is a Bank / Wealth / Trust based in Scottsdale, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Scottsdale, United States
- **Region:** North America
- **Address:** 4900 North Scottsdale Road, Suite 2600, Scottsdale, AZ 85251-7658, United States
- **Founded:** 1997
- **Assets under management:** Over $3 billion (per firm website)
- **Website:** www.stokerostler.com
- **LinkedIn:** https://www.linkedin.com/company/stoker-ostler-wealth-advisors

## Regulatory record

- **CRD number:** 111320
- **SEC file number:** 801-54265
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/111320

## About

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.

## Sectors

- Real Estate
- Private Credit
- Hedge Funds
- Secondaries & Special Situations

## Offices

- 2825 E Cottonwood Pkwy, Ste 460, Cottonwood Heights, UT 84121, United States

## People

- Robert Stoker — Chairman
- Michael Ostler — President

## 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.

## Related profiles

- [Stoked Capital](https://altss.com/profile/stoked-capital)
- [Stolper Asset Management](https://altss.com/profile/stolper-asset-management)

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Last updated: 2026-07-06T00:38:39.463Z

Canonical page: https://altss.com/profile/stoker-ostler

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