BMO HARRIS FINANCIAL ADVISORS, INC
CRD #137115 SEC #801-64847 CHICAGO, IL 877-225-3863
SEC Registered Broker-Dealer
Total AUM
$5.1B
Discretionary
$5.1B
Employees
35
Clients
--
Accounts
17,043
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2021 | $5.1B | $5.1B | $0 | 35 | 0 |
| Mar 2021 | $5.1B | $5.1B | $0 | 35 | 0 |
| Jun 2020 | $4.9B | $4.9B | $0 | 245 | 0 |
| May 2020 | $4.9B | $4.9B | $0 | 245 | 0 |
| Apr 2020 | $4.9B | $4.9B | $0 | 245 | 0 |
| Mar 2020 | $4.9B | $4.9B | $0 | 245 | 0 |
| Nov 2019 | $4.1B | $4.1B | $0 | 288 | 0 |
| Oct 2019 | $4.1B | $4.1B | $0 | 288 | 0 |
| Sep 2019 | $4.1B | $4.1B | $0 | 288 | 0 |
| Sep 2019 | $4.1B | $4.1B | $0 | 288 | 0 |
| Mar 2019 | $4.1B | $4.1B | $0 | 288 | 0 |
| Feb 2019 | $4.3B | $4.3B | $0 | 263 | 0 |
| Oct 2018 | $4.3B | $4.3B | $0 | 263 | 0 |
| May 2018 | $4.3B | $4.3B | $0 | 263 | 0 |
| Mar 2018 | $4.3B | $4.3B | $0 | 263 | 0 |
| Sep 2017 | $12.2B | $3.8B | $8.4B | 247 | 16,656 |
| Mar 2017 | $12.2B | $3.8B | $8.4B | 247 | 16,656 |
| Jun 2016 | $11.8B | $3.7B | $8.1B | 255 | 16,930 |
| Mar 2016 | $11.8B | $3.7B | $8.1B | 255 | 16,930 |
| Mar 2016 | $11.8B | $3.7B | $8.1B | 255 | 16,930 |
| Oct 2015 | $3.6B | $3.6B | $0 | 324 | 16,100 |
| Mar 2015 | $3.6B | $3.6B | $0 | 324 | 16,100 |
| Mar 2015 | $3.2B | $3.2B | $0 | 440 | 15,665 |
| Oct 2014 | $3.2B | $3.2B | $0 | 440 | 15,665 |
| Oct 2014 | $3.2B | $3.2B | $0 | 440 | 15,665 |
| Sep 2014 | $3.2B | $3.2B | $0 | 440 | 15,665 |
| Sep 2014 | $3.2B | $3.2B | $0 | 440 | 15,665 |
| Jul 2014 | $3.2B | $3.2B | $0 | 440 | 15,665 |
| May 2014 | $3.2B | $3.2B | $0 | 440 | 15,665 |
| Apr 2014 | $3.2B | $3.2B | $0 | 440 | 15,665 |
| Mar 2014 | $3.2B | $3.2B | $0 | 440 | 15,665 |
| Feb 2014 | $2.8B | $2.8B | $0 | 392 | 14,543 |
| Dec 2013 | $2.8B | $2.8B | $0 | 392 | 14,543 |
| Dec 2013 | $2.8B | $2.8B | $0 | 392 | 14,543 |
| Nov 2013 | $2.8B | $2.8B | $0 | 392 | 14,543 |
| Sep 2013 | $2.8B | $2.8B | $0 | 392 | 14,543 |
| Jul 2013 | $2.8B | $2.8B | $0 | 392 | 14,543 |
| Jul 2013 | $2.8B | $2.8B | $0 | 392 | 14,543 |
| Jun 2013 | $2.8B | $2.8B | $0 | 392 | 14,543 |
| May 2013 | $2.8B | $2.8B | $0 | 392 | 14,543 |
| Apr 2013 | $2.8B | $2.8B | $0 | 392 | 14,543 |
| Dec 2012 | $2.7B | $2.7B | $0 | 499 | 14,543 |
| Aug 2012 | $2.7B | $2.7B | $0 | 51 | 14,543 |
| May 2012 | $891.5M | $891.5M | $0 | 51 | 4,200 |
| Apr 2012 | $891.5M | $891.5M | $0 | 51 | 4,200 |
| Mar 2012 | $891.5M | $891.5M | $0 | 51 | 4,200 |
| Feb 2012 | $846.4M | $846.4M | $0 | 51 | 4,200 |
| Aug 2011 | $837.4M | $837.4M | $0 | 51 | -- |
| May 2011 | $837.4M | $837.4M | $0 | 51 | -- |
| Apr 2011 | $837.4M | $837.4M | $0 | 51 | -- |
| Feb 2009 | $701.2M | $575.7M | $125.5M | 51 | -- |
| Jan 2008 | $350.1M | $230.9M | $119.2M | 51 | -- |
| Dec 2007 | $350.1M | $230.9M | $119.2M | 51 | -- |
| Nov 2007 | $350.1M | $230.9M | $119.2M | 51 | -- |
| Mar 2007 | $350.1M | $230.9M | $119.2M | 51 | -- |
| Jan 2006 | $749.5M | $176.5M | $573M | 51 | -- |
| Oct 2005 | $0 | $0 | $0 | 51 | -- |
DateApr 2021
Total AUM$5.1B
Discretionary$5.1B
Non-Disc.$0
Employees35
Clients0
DateMar 2021
Total AUM$5.1B
Discretionary$5.1B
Non-Disc.$0
Employees35
Clients0
DateJun 2020
Total AUM$4.9B
Discretionary$4.9B
Non-Disc.$0
Employees245
Clients0
DateMay 2020
Total AUM$4.9B
Discretionary$4.9B
Non-Disc.$0
Employees245
Clients0
DateApr 2020
Total AUM$4.9B
Discretionary$4.9B
Non-Disc.$0
Employees245
Clients0
DateMar 2020
Total AUM$4.9B
Discretionary$4.9B
Non-Disc.$0
Employees245
Clients0
DateNov 2019
Total AUM$4.1B
Discretionary$4.1B
Non-Disc.$0
Employees288
Clients0
DateOct 2019
Total AUM$4.1B
Discretionary$4.1B
Non-Disc.$0
Employees288
Clients0
DateSep 2019
Total AUM$4.1B
Discretionary$4.1B
Non-Disc.$0
Employees288
Clients0
DateSep 2019
Total AUM$4.1B
Discretionary$4.1B
Non-Disc.$0
Employees288
Clients0
DateMar 2019
Total AUM$4.1B
Discretionary$4.1B
Non-Disc.$0
Employees288
Clients0
DateFeb 2019
Total AUM$4.3B
Discretionary$4.3B
Non-Disc.$0
Employees263
Clients0
DateOct 2018
Total AUM$4.3B
Discretionary$4.3B
Non-Disc.$0
Employees263
Clients0
DateMay 2018
Total AUM$4.3B
Discretionary$4.3B
Non-Disc.$0
Employees263
Clients0
DateMar 2018
Total AUM$4.3B
Discretionary$4.3B
Non-Disc.$0
Employees263
Clients0
DateSep 2017
Total AUM$12.2B
Discretionary$3.8B
Non-Disc.$8.4B
Employees247
Clients16,656
DateMar 2017
Total AUM$12.2B
Discretionary$3.8B
Non-Disc.$8.4B
Employees247
Clients16,656
DateJun 2016
Total AUM$11.8B
Discretionary$3.7B
Non-Disc.$8.1B
Employees255
Clients16,930
DateMar 2016
Total AUM$11.8B
Discretionary$3.7B
Non-Disc.$8.1B
Employees255
Clients16,930
DateMar 2016
Total AUM$11.8B
Discretionary$3.7B
Non-Disc.$8.1B
Employees255
Clients16,930
DateOct 2015
Total AUM$3.6B
Discretionary$3.6B
Non-Disc.$0
Employees324
Clients16,100
DateMar 2015
Total AUM$3.6B
Discretionary$3.6B
Non-Disc.$0
Employees324
Clients16,100
DateMar 2015
Total AUM$3.2B
Discretionary$3.2B
Non-Disc.$0
Employees440
Clients15,665
DateOct 2014
Total AUM$3.2B
Discretionary$3.2B
Non-Disc.$0
Employees440
Clients15,665
DateOct 2014
Total AUM$3.2B
Discretionary$3.2B
Non-Disc.$0
Employees440
Clients15,665
DateSep 2014
Total AUM$3.2B
Discretionary$3.2B
Non-Disc.$0
Employees440
Clients15,665
DateSep 2014
Total AUM$3.2B
Discretionary$3.2B
Non-Disc.$0
Employees440
Clients15,665
DateJul 2014
Total AUM$3.2B
Discretionary$3.2B
Non-Disc.$0
Employees440
Clients15,665
DateMay 2014
Total AUM$3.2B
Discretionary$3.2B
Non-Disc.$0
Employees440
Clients15,665
DateApr 2014
Total AUM$3.2B
Discretionary$3.2B
Non-Disc.$0
Employees440
Clients15,665
DateMar 2014
Total AUM$3.2B
Discretionary$3.2B
Non-Disc.$0
Employees440
Clients15,665
DateFeb 2014
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$0
Employees392
Clients14,543
DateDec 2013
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$0
Employees392
Clients14,543
DateDec 2013
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$0
Employees392
Clients14,543
DateNov 2013
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$0
Employees392
Clients14,543
DateSep 2013
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$0
Employees392
Clients14,543
DateJul 2013
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$0
Employees392
Clients14,543
DateJul 2013
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$0
Employees392
Clients14,543
DateJun 2013
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$0
Employees392
Clients14,543
DateMay 2013
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$0
Employees392
Clients14,543
DateApr 2013
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$0
Employees392
Clients14,543
DateDec 2012
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$0
Employees499
Clients14,543
DateAug 2012
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$0
Employees51
Clients14,543
DateMay 2012
Total AUM$891.5M
Discretionary$891.5M
Non-Disc.$0
Employees51
Clients4,200
DateApr 2012
Total AUM$891.5M
Discretionary$891.5M
Non-Disc.$0
Employees51
Clients4,200
DateMar 2012
Total AUM$891.5M
Discretionary$891.5M
Non-Disc.$0
Employees51
Clients4,200
DateFeb 2012
Total AUM$846.4M
Discretionary$846.4M
Non-Disc.$0
Employees51
Clients4,200
DateAug 2011
Total AUM$837.4M
Discretionary$837.4M
Non-Disc.$0
Employees51
Clients--
DateMay 2011
Total AUM$837.4M
Discretionary$837.4M
Non-Disc.$0
Employees51
Clients--
DateApr 2011
Total AUM$837.4M
Discretionary$837.4M
Non-Disc.$0
Employees51
Clients--
DateFeb 2009
Total AUM$701.2M
Discretionary$575.7M
Non-Disc.$125.5M
Employees51
Clients--
DateJan 2008
Total AUM$350.1M
Discretionary$230.9M
Non-Disc.$119.2M
Employees51
Clients--
DateDec 2007
Total AUM$350.1M
Discretionary$230.9M
Non-Disc.$119.2M
Employees51
Clients--
DateNov 2007
Total AUM$350.1M
Discretionary$230.9M
Non-Disc.$119.2M
Employees51
Clients--
DateMar 2007
Total AUM$350.1M
Discretionary$230.9M
Non-Disc.$119.2M
Employees51
Clients--
DateJan 2006
Total AUM$749.5M
Discretionary$176.5M
Non-Disc.$573M
Employees51
Clients--
DateOct 2005
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees51
Clients--