STOKER OSTLER WEALTH ADVISORS, INC.
Legal name: STOKER OSTLER, A PART OF BMO FINANCIAL GROUP
CRD #111320 SEC #801-54265 SCOTTSDALE, AZ 480-890-8088
SEC Registered
Total AUM
$3.1B
Discretionary
$3B
Employees
27
Clients
--
Accounts
4,732
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $3.1B | $3B | $105.5M | 27 | 0 |
| Oct 2025 | $3.1B | $3B | $105.5M | 27 | 0 |
| Oct 2025 | $3.1B | $3B | $105.5M | 27 | 0 |
| Sep 2025 | $3.1B | $3B | $105.5M | 27 | 0 |
| Jul 2025 | $3.1B | $3B | $105.5M | 27 | 0 |
| Jul 2025 | $3.1B | $3B | $105.5M | 27 | 0 |
| Mar 2025 | $3.1B | $3B | $105.5M | 27 | 0 |
| Oct 2024 | $2.6B | $2.5B | $83.3M | 26 | 0 |
| Sep 2024 | $2.6B | $2.5B | $83.3M | 26 | 0 |
| Sep 2024 | $2.6B | $2.5B | $83.3M | 26 | 0 |
| Aug 2024 | $2.6B | $2.5B | $83.3M | 26 | 0 |
| Apr 2024 | $2.6B | $2.5B | $83.3M | 26 | 0 |
| Mar 2024 | $2.6B | $2.5B | $83.3M | 26 | 0 |
| Nov 2023 | $2.2B | $2.1B | $105M | 26 | 0 |
| Nov 2023 | $2.2B | $2.1B | $105M | 26 | 0 |
| Sep 2023 | $2.2B | $2.1B | $105M | 26 | 0 |
| Aug 2023 | $2.2B | $2.1B | $105M | 26 | 0 |
| Aug 2023 | $2.2B | $2.1B | $105M | 26 | 0 |
| Jul 2023 | $2.2B | $2.1B | $105M | 26 | 0 |
| Mar 2023 | $2.2B | $2.1B | $105M | 26 | 0 |
| Feb 2023 | $2.2B | $2.1B | $84.7M | 22 | 0 |
| Jan 2023 | $2.2B | $2.1B | $84.7M | 22 | 0 |
| Nov 2022 | $2.2B | $2.1B | $84.7M | 22 | 0 |
| Oct 2022 | $2.2B | $2.1B | $84.7M | 22 | 0 |
| Oct 2022 | $2.2B | $2.1B | $84.7M | 22 | 0 |
| Aug 2022 | $2.2B | $2.1B | $84.7M | 22 | 0 |
| Jul 2022 | $2.2B | $2.1B | $84.7M | 22 | 0 |
| May 2022 | $2.2B | $2.1B | $84.7M | 22 | 0 |
| Mar 2022 | $2.2B | $2.1B | $84.7M | 22 | 0 |
| Jan 2022 | $1.7B | $1.7B | $62.4M | 21 | 0 |
| Dec 2021 | $1.7B | $1.7B | $62.4M | 21 | 0 |
| Dec 2021 | $1.7B | $1.7B | $62.4M | 21 | 0 |
| Nov 2021 | $1.7B | $1.7B | $62.4M | 21 | 0 |
| Oct 2021 | $1.7B | $1.7B | $62.4M | 21 | 0 |
| Sep 2021 | $1.7B | $1.7B | $62.4M | 21 | 0 |
| May 2021 | $1.7B | $1.7B | $62.4M | 21 | 0 |
| Apr 2021 | $1.7B | $1.7B | $62.4M | 21 | 0 |
| Mar 2021 | $1.7B | $1.7B | $62.4M | 21 | 0 |
| Jan 2021 | $1.5B | $1.4B | $79.2M | 20 | 0 |
| Dec 2020 | $1.5B | $1.4B | $79.2M | 20 | 0 |
| Nov 2020 | $1.5B | $1.4B | $79.2M | 20 | 0 |
| Jul 2020 | $1.5B | $1.4B | $79.2M | 20 | 0 |
| Jun 2020 | $1.5B | $1.4B | $79.2M | 20 | 0 |
| Mar 2020 | $1.5B | $1.4B | $79.2M | 20 | 0 |
| Aug 2019 | $1.3B | $1.3B | $35.5M | 19 | 0 |
| Aug 2019 | $1.3B | $1.3B | $35.5M | 19 | 0 |
| Mar 2019 | $1.3B | $1.3B | $35.5M | 19 | 0 |
| Oct 2018 | $1.3B | $1.3B | $22M | 20 | 0 |
| Sep 2018 | $1.3B | $1.3B | $22M | 20 | 0 |
| Jun 2018 | $1.3B | $1.3B | $22M | 20 | 0 |
| May 2018 | $1.3B | $1.3B | $22M | 20 | 0 |
| Apr 2018 | $1.3B | $1.3B | $22M | 20 | 0 |
| Mar 2018 | $1.3B | $1.3B | $22M | 20 | 830 |
| Oct 2017 | $1.1B | $1.1B | $24.7M | 20 | 0 |
| Sep 2017 | $1.1B | $1.1B | $24.7M | 20 | 700 |
| Jul 2017 | $1.1B | $1.1B | $24.7M | 20 | 700 |
| Apr 2017 | $1.1B | $1.1B | $24.7M | 20 | 700 |
| Mar 2017 | $1.1B | $1.1B | $24.7M | 20 | 700 |
| Aug 2016 | $1.1B | $1B | $26.8M | 22 | 700 |
| Jul 2016 | $1.1B | $1B | $26.8M | 22 | 700 |
| Mar 2016 | $1.1B | $1B | $26.8M | 22 | 700 |
| Mar 2015 | $1B | $994M | $16M | 22 | 600 |
| Jan 2015 | $884.4M | $867.8M | $16.6M | 19 | 600 |
| Dec 2014 | $884.4M | $867.8M | $16.6M | 19 | 600 |
| Sep 2014 | $884.4M | $867.8M | $16.6M | 19 | 600 |
| Jun 2014 | $884.4M | $867.8M | $16.6M | 19 | 600 |
| Apr 2014 | $884.4M | $867.8M | $16.6M | 19 | 600 |
| Mar 2014 | $884.4M | $867.8M | $16.6M | 19 | 600 |
| Mar 2014 | $719.1M | $708.9M | $10.1M | 22 | 500 |
| Nov 2013 | $719.1M | $708.9M | $10.1M | 22 | 500 |
| Sep 2013 | $719.1M | $708.9M | $10.1M | 22 | 500 |
| Jun 2013 | $719.1M | $708.9M | $10.1M | 22 | 500 |
| Jun 2013 | $719.1M | $708.9M | $10.1M | 22 | 500 |
| Apr 2013 | $719.1M | $708.9M | $10.1M | 22 | 500 |
| Apr 2013 | $719.1M | $708.9M | $10.1M | 22 | 500 |
| Jan 2013 | $657.1M | $647.8M | $9.2M | 22 | 450 |
| Dec 2012 | $657.1M | $647.8M | $9.2M | 22 | 450 |
| Jun 2012 | $657.1M | $647.8M | $9.2M | 11 | 450 |
| Mar 2012 | $657.1M | $647.8M | $9.2M | 11 | 450 |
| Feb 2012 | $657.1M | $647.8M | $9.2M | 11 | 450 |
| Jul 2011 | $697.9M | $686.7M | $11.2M | -- | -- |
| Apr 2011 | $697.9M | $686.7M | $11.2M | -- | -- |
| Apr 2011 | $697.9M | $686.7M | $11.2M | -- | -- |
| Mar 2011 | $697.9M | $686.7M | $11.2M | -- | -- |
| Mar 2011 | $628.4M | $615.3M | $13.1M | -- | -- |
| Jan 2011 | $628.4M | $615.3M | $13.1M | -- | -- |
| Sep 2010 | $628.4M | $615.3M | $13.1M | -- | -- |
| Jul 2010 | $628.4M | $615.3M | $13.1M | -- | -- |
| Apr 2010 | $628.4M | $615.3M | $13.1M | -- | -- |
| Sep 2009 | $577.8M | $541.9M | $36M | -- | -- |
| May 2009 | $577.8M | $541.9M | $36M | -- | -- |
| Mar 2009 | $577.8M | $541.9M | $36M | -- | -- |
| Jun 2007 | $786.2M | $775.1M | $11.1M | -- | -- |
| Mar 2007 | $786.2M | $775.1M | $11.1M | -- | -- |
| Mar 2006 | $542.5M | $531.9M | $10.6M | -- | -- |
| Sep 2005 | $497.7M | $485.2M | $12.5M | -- | -- |
| Jul 2001 | $118M | $117.3M | $652.3K | 5 | -- |
| Jun 2001 | $118M | $117.3M | $652.3K | 5 | -- |
DateOct 2025
Total AUM$3.1B
Discretionary$3B
Non-Disc.$105.5M
Employees27
Clients0
DateOct 2025
Total AUM$3.1B
Discretionary$3B
Non-Disc.$105.5M
Employees27
Clients0
DateOct 2025
Total AUM$3.1B
Discretionary$3B
Non-Disc.$105.5M
Employees27
Clients0
DateSep 2025
Total AUM$3.1B
Discretionary$3B
Non-Disc.$105.5M
Employees27
Clients0
DateJul 2025
Total AUM$3.1B
Discretionary$3B
Non-Disc.$105.5M
Employees27
Clients0
DateJul 2025
Total AUM$3.1B
Discretionary$3B
Non-Disc.$105.5M
Employees27
Clients0
DateMar 2025
Total AUM$3.1B
Discretionary$3B
Non-Disc.$105.5M
Employees27
Clients0
DateOct 2024
Total AUM$2.6B
Discretionary$2.5B
Non-Disc.$83.3M
Employees26
Clients0
DateSep 2024
Total AUM$2.6B
Discretionary$2.5B
Non-Disc.$83.3M
Employees26
Clients0
DateSep 2024
Total AUM$2.6B
Discretionary$2.5B
Non-Disc.$83.3M
Employees26
Clients0
DateAug 2024
Total AUM$2.6B
Discretionary$2.5B
Non-Disc.$83.3M
Employees26
Clients0
DateApr 2024
Total AUM$2.6B
Discretionary$2.5B
Non-Disc.$83.3M
Employees26
Clients0
DateMar 2024
Total AUM$2.6B
Discretionary$2.5B
Non-Disc.$83.3M
Employees26
Clients0
DateNov 2023
Total AUM$2.2B
Discretionary$2.1B
Non-Disc.$105M
Employees26
Clients0
DateNov 2023
Total AUM$2.2B
Discretionary$2.1B
Non-Disc.$105M
Employees26
Clients0
DateSep 2023
Total AUM$2.2B
Discretionary$2.1B
Non-Disc.$105M
Employees26
Clients0
DateAug 2023
Total AUM$2.2B
Discretionary$2.1B
Non-Disc.$105M
Employees26
Clients0
DateAug 2023
Total AUM$2.2B
Discretionary$2.1B
Non-Disc.$105M
Employees26
Clients0
DateJul 2023
Total AUM$2.2B
Discretionary$2.1B
Non-Disc.$105M
Employees26
Clients0
DateMar 2023
Total AUM$2.2B
Discretionary$2.1B
Non-Disc.$105M
Employees26
Clients0
DateFeb 2023
Total AUM$2.2B
Discretionary$2.1B
Non-Disc.$84.7M
Employees22
Clients0
DateJan 2023
Total AUM$2.2B
Discretionary$2.1B
Non-Disc.$84.7M
Employees22
Clients0
DateNov 2022
Total AUM$2.2B
Discretionary$2.1B
Non-Disc.$84.7M
Employees22
Clients0
DateOct 2022
Total AUM$2.2B
Discretionary$2.1B
Non-Disc.$84.7M
Employees22
Clients0
DateOct 2022
Total AUM$2.2B
Discretionary$2.1B
Non-Disc.$84.7M
Employees22
Clients0
DateAug 2022
Total AUM$2.2B
Discretionary$2.1B
Non-Disc.$84.7M
Employees22
Clients0
DateJul 2022
Total AUM$2.2B
Discretionary$2.1B
Non-Disc.$84.7M
Employees22
Clients0
DateMay 2022
Total AUM$2.2B
Discretionary$2.1B
Non-Disc.$84.7M
Employees22
Clients0
DateMar 2022
Total AUM$2.2B
Discretionary$2.1B
Non-Disc.$84.7M
Employees22
Clients0
DateJan 2022
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$62.4M
Employees21
Clients0
DateDec 2021
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$62.4M
Employees21
Clients0
DateDec 2021
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$62.4M
Employees21
Clients0
DateNov 2021
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$62.4M
Employees21
Clients0
DateOct 2021
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$62.4M
Employees21
Clients0
DateSep 2021
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$62.4M
Employees21
Clients0
DateMay 2021
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$62.4M
Employees21
Clients0
DateApr 2021
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$62.4M
Employees21
Clients0
DateMar 2021
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$62.4M
Employees21
Clients0
DateJan 2021
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$79.2M
Employees20
Clients0
DateDec 2020
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$79.2M
Employees20
Clients0
DateNov 2020
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$79.2M
Employees20
Clients0
DateJul 2020
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$79.2M
Employees20
Clients0
DateJun 2020
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$79.2M
Employees20
Clients0
DateMar 2020
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$79.2M
Employees20
Clients0
DateAug 2019
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$35.5M
Employees19
Clients0
DateAug 2019
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$35.5M
Employees19
Clients0
DateMar 2019
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$35.5M
Employees19
Clients0
DateOct 2018
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$22M
Employees20
Clients0
DateSep 2018
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$22M
Employees20
Clients0
DateJun 2018
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$22M
Employees20
Clients0
DateMay 2018
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$22M
Employees20
Clients0
DateApr 2018
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$22M
Employees20
Clients0
DateMar 2018
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$22M
Employees20
Clients830
DateOct 2017
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$24.7M
Employees20
Clients0
DateSep 2017
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$24.7M
Employees20
Clients700
DateJul 2017
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$24.7M
Employees20
Clients700
DateApr 2017
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$24.7M
Employees20
Clients700
DateMar 2017
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$24.7M
Employees20
Clients700
DateAug 2016
Total AUM$1.1B
Discretionary$1B
Non-Disc.$26.8M
Employees22
Clients700
DateJul 2016
Total AUM$1.1B
Discretionary$1B
Non-Disc.$26.8M
Employees22
Clients700
DateMar 2016
Total AUM$1.1B
Discretionary$1B
Non-Disc.$26.8M
Employees22
Clients700
DateMar 2015
Total AUM$1B
Discretionary$994M
Non-Disc.$16M
Employees22
Clients600
DateJan 2015
Total AUM$884.4M
Discretionary$867.8M
Non-Disc.$16.6M
Employees19
Clients600
DateDec 2014
Total AUM$884.4M
Discretionary$867.8M
Non-Disc.$16.6M
Employees19
Clients600
DateSep 2014
Total AUM$884.4M
Discretionary$867.8M
Non-Disc.$16.6M
Employees19
Clients600
DateJun 2014
Total AUM$884.4M
Discretionary$867.8M
Non-Disc.$16.6M
Employees19
Clients600
DateApr 2014
Total AUM$884.4M
Discretionary$867.8M
Non-Disc.$16.6M
Employees19
Clients600
DateMar 2014
Total AUM$884.4M
Discretionary$867.8M
Non-Disc.$16.6M
Employees19
Clients600
DateMar 2014
Total AUM$719.1M
Discretionary$708.9M
Non-Disc.$10.1M
Employees22
Clients500
DateNov 2013
Total AUM$719.1M
Discretionary$708.9M
Non-Disc.$10.1M
Employees22
Clients500
DateSep 2013
Total AUM$719.1M
Discretionary$708.9M
Non-Disc.$10.1M
Employees22
Clients500
DateJun 2013
Total AUM$719.1M
Discretionary$708.9M
Non-Disc.$10.1M
Employees22
Clients500
DateJun 2013
Total AUM$719.1M
Discretionary$708.9M
Non-Disc.$10.1M
Employees22
Clients500
DateApr 2013
Total AUM$719.1M
Discretionary$708.9M
Non-Disc.$10.1M
Employees22
Clients500
DateApr 2013
Total AUM$719.1M
Discretionary$708.9M
Non-Disc.$10.1M
Employees22
Clients500
DateJan 2013
Total AUM$657.1M
Discretionary$647.8M
Non-Disc.$9.2M
Employees22
Clients450
DateDec 2012
Total AUM$657.1M
Discretionary$647.8M
Non-Disc.$9.2M
Employees22
Clients450
DateJun 2012
Total AUM$657.1M
Discretionary$647.8M
Non-Disc.$9.2M
Employees11
Clients450
DateMar 2012
Total AUM$657.1M
Discretionary$647.8M
Non-Disc.$9.2M
Employees11
Clients450
DateFeb 2012
Total AUM$657.1M
Discretionary$647.8M
Non-Disc.$9.2M
Employees11
Clients450
DateJul 2011
Total AUM$697.9M
Discretionary$686.7M
Non-Disc.$11.2M
Employees--
Clients--
DateApr 2011
Total AUM$697.9M
Discretionary$686.7M
Non-Disc.$11.2M
Employees--
Clients--
DateApr 2011
Total AUM$697.9M
Discretionary$686.7M
Non-Disc.$11.2M
Employees--
Clients--
DateMar 2011
Total AUM$697.9M
Discretionary$686.7M
Non-Disc.$11.2M
Employees--
Clients--
DateMar 2011
Total AUM$628.4M
Discretionary$615.3M
Non-Disc.$13.1M
Employees--
Clients--
DateJan 2011
Total AUM$628.4M
Discretionary$615.3M
Non-Disc.$13.1M
Employees--
Clients--
DateSep 2010
Total AUM$628.4M
Discretionary$615.3M
Non-Disc.$13.1M
Employees--
Clients--
DateJul 2010
Total AUM$628.4M
Discretionary$615.3M
Non-Disc.$13.1M
Employees--
Clients--
DateApr 2010
Total AUM$628.4M
Discretionary$615.3M
Non-Disc.$13.1M
Employees--
Clients--
DateSep 2009
Total AUM$577.8M
Discretionary$541.9M
Non-Disc.$36M
Employees--
Clients--
DateMay 2009
Total AUM$577.8M
Discretionary$541.9M
Non-Disc.$36M
Employees--
Clients--
DateMar 2009
Total AUM$577.8M
Discretionary$541.9M
Non-Disc.$36M
Employees--
Clients--
DateJun 2007
Total AUM$786.2M
Discretionary$775.1M
Non-Disc.$11.1M
Employees--
Clients--
DateMar 2007
Total AUM$786.2M
Discretionary$775.1M
Non-Disc.$11.1M
Employees--
Clients--
DateMar 2006
Total AUM$542.5M
Discretionary$531.9M
Non-Disc.$10.6M
Employees--
Clients--
DateSep 2005
Total AUM$497.7M
Discretionary$485.2M
Non-Disc.$12.5M
Employees--
Clients--
DateJul 2001
Total AUM$118M
Discretionary$117.3M
Non-Disc.$652.3K
Employees5
Clients--
DateJun 2001
Total AUM$118M
Discretionary$117.3M
Non-Disc.$652.3K
Employees5
Clients--