Stoker Ostler Wealth Advisors, Inc.
● SEC registered since 1997CRD 111320SEC# 801-54265Scottsdale, AZ
Reg. AUM
$3.67B
Employees
30
Accounts
5,166
Location
Scottsdale, AZ
Stoker Ostler Wealth Advisors, Inc. assets under management
Stoker Ostler Wealth Advisors, Inc. is an SEC-registered investment adviser based in Scottsdale, AZ. The firm has been registered since 1997. It reports $3.7 billion in regulatory assets under management and employs 30 people.
Stoker Ostler Wealth Advisors, Inc. owners & executives
10 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Amy Lynn Hale Control | Chair | Under 5% | 2026 |
| BMO Financial Corp Control | Sole Owner | Over 75% | 2009 |
| Charles M Cassinelli Control | Board Member | Under 5% | 2016 |
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Join to unlock · $37/moFrequently asked questions
How much does Stoker Ostler Wealth Advisors, Inc. manage?
Stoker Ostler Wealth Advisors, Inc. reports $3.7 billion in regulatory assets under management on its Form ADV.
How many employees does Stoker Ostler Wealth Advisors, Inc. have?
Stoker Ostler Wealth Advisors, Inc. reports 30 employees.
Where is Stoker Ostler Wealth Advisors, Inc. located?
Stoker Ostler Wealth Advisors, Inc. is based in Scottsdale, AZ and has been SEC-registered since 1997.
Does Stoker Ostler Wealth Advisors, Inc. disclose fund performance?
Stoker Ostler Wealth Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4900 N. Scottsdale Road, Suite 2600, Scottsdale, AZ 85251 |
| Phone | 480-890-8088 |
| Fax | 480-890-8770 |
| Office hours | 8:00a.m. - 5:00p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| CIK | 1336488 |
| Discloses disciplinary history | Yes |
Regulatory AUM
$3.67B▲ 18%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 16%
Larger than 84% of 16,271 advisers
EmployeesTop 18%
More than 82% of 16,825 advisers
Assets under management
$3.67Bregulatory AUM
Discretionary $3.55BNon-discretionary $115.9M