STOKER OSTLER, A PART OF BMO FINANCIAL GROUP - Financial Advisor in Arizona, Scottsdale

Tel: 480-890-8088 4900 N. Scottsdale Road Suite 2600 Scottsdale, Arizona 85251

About STOKER OSTLER, A PART OF BMO FINANCIAL GROUP

STOKER OSTLER, A PART OF BMO FINANCIAL GROUP is a Scottsdale, Arizona based financial advisory firm with nearly $2,556,150,742 in assets under management and provides investment advisory services for 4225 clients. There are currently 26 financial advisors at the firm.

General Information

Firm CRD#:

111320

Firm SEC#:

801-54265

Assets Under Management:

$2,556,150,742

No. of Clients:

4225

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Education seminars/workshops

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Find & Compare Top Financial Advisors in your area

A better way to find the right financial advisor

Are you a Financial Advisor in Arizona?

Active investors submitted requests in your area.
Do you qualify to be in our network and get matched?

Top Financial Advisory Firms in Arizona, Scottsdale

FirmCRD#:111091

SEC#:801-48282

No. of Advisors:121

No. of Clients:69

AUM:$57,786,360,253

FirmCRD#:161573

SEC#:801-73556

No. of Advisors:152

No. of Clients:25

AUM:$32,630,475,936

FirmCRD#:284363

SEC#:801-108741

No. of Advisors:105

No. of Clients:20

AUM:$6,370,551,613

FirmCRD#:153139

SEC#:801-78563

No. of Advisors:32

No. of Clients:1727

AUM:$2,727,993,120

FirmCRD#:151568

SEC#:801-78989

No. of Advisors:49

No. of Clients:6591

AUM:$1,564,473,891

FirmCRD#:110623

SEC#:801-60073

No. of Advisors:19

No. of Clients:1982

AUM:$1,400,440,770

FirmCRD#:175300

SEC#:801-114835

No. of Advisors:5

No. of Clients:359

AUM:$1,359,224,640

FirmCRD#:108818

SEC#:801-69759

No. of Advisors:10

No. of Clients:2170

AUM:$1,196,259,533

FirmCRD#:153410

SEC#:801-71464

No. of Advisors:14

No. of Clients:1942

AUM:$1,191,853,438

FirmCRD#:305155

SEC#:801-117365

No. of Advisors:7

No. of Clients:1

AUM:$1,048,194,064

FirmCRD#:157835

SEC#:801-108933

No. of Advisors:29

No. of Clients:1920

AUM:$1,036,575,400

FirmCRD#:282329

SEC#:801-107029

No. of Advisors:28

No. of Clients:2005

AUM:$775,979,843

FirmCRD#:147165

SEC#:801-69421

No. of Advisors:10

No. of Clients:971

AUM:$736,956,265

FirmCRD#:317615

SEC#:801-122907

No. of Advisors:19

No. of Clients:729

AUM:$640,902,238

Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

VOYA INVESTMENTS, LLC

111091

801-48282

121

$57,786,360,253

GI PARTNERS

161573

801-73556

152

$32,630,475,936

BALBEC CAPITAL MANAGEMENT LP

284363

801-108741

105

$6,370,551,613

REDWOOD INVESTMENT MANAGEMENT, LLC.

153139

801-78563

1727

$2,727,993,120

VERUS CAPITAL PARTNERS, LLC

151568

801-78989

6591

$1,564,473,891

IRONWOOD INVESTMENT COUNSEL, LLC

110623

801-60073

1982

$1,400,440,770

GLOBAL STRATEGIC INVESTMENT SOLUTIONS

175300

801-114835

359

$1,359,224,640

TOTAL INVESTMENT MANAGEMENT, INC.

108818

801-69759

2170

$1,196,259,533

GALVIN, GAUSTAD & STEIN, LLC

153410

801-71464

1942

$1,191,853,438

STANDPOINT ASSET MANAGEMENT, LLC

305155

801-117365

$1,048,194,064

MSH CAPITAL ADVISORS LLC

157835

801-108933

1920

$1,036,575,400

BALBOA WEALTH PARTNERS, INC.

282329

801-107029

2005

$775,979,843

CAPITAL INSIGHT PARTNERS, LLC

147165

801-69421

971

$736,956,265

FORTITUDE FAMILY OFFICE

317615

801-122907

729

$640,902,238

Explore More Financial Advisor Firms in Scottsdale, Arizona >>