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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 04-14-1997
- Office Locations
- 2
Office Locations
About Stoker Ostler, A Part OF BMO Financial Group
Stoker Ostler (part of BMO Financial Group) provides wealth planning and investment management for individuals and families navigating major life transitions—career changes, retirement, inheritance, healthcare costs, and estate transitions. The practice emphasizes risk management and portfolio construction with ETF-heavy allocations, and hosts Women & Wealth seminars focused on life’s transitions.
Reported data analysis
What the numbers show
Between October 21, 2025 and July 16, 2026, reported AUM increased 18.4%, from $3.1B to $3.7B.
Across 5 reported observations, AUM increased 65.5% between November 4, 2022 and July 16, 2026, from $2.2B to $3.7B.
Of the latest reported AUM, 96.8% is discretionary and 3.2% is non-discretionary.
The firm reports 12 advisory representatives and 1,585 clients, or 132.1 clients per representative. That equates to $2.3M in reported AUM per client.
The profile lists 2 reported office locations and 29 years in operation. The source data was last updated on July 16, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
MICHAEL SCOTT BOLAR
Chief Investment Officer, Senior Portfolio Manager
- CRD
- #1724625
- Ownership
- Less than 5%
CHARLES M CASSINELLI
Managing Director
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 8 owners & executives
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CODY RENE AMIS
Relationship Manager
- CRD
- #4552268
JUSTIN BOXLEITNER BOBUS
Financial Planner
- CRD
- #6111250
Showing 2 of 19 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,553,892,357 | $724,693 |
| Non-Discretionary | $115,867,836 | $442,244 |
| Total | $3,669,760,193 | $710,368 |
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Separately Managed Accounts
SMA allocation detail is available
Stoker Ostler, A Part OF BMO Financial Group has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.