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SEC data October 1, 2026
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SEC data October 1, 2026
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Sign in or start freeWealth manager, bank-affiliated · Chicago, IL
SEC-registered investment adviser · CRD 110264 · SEC 801-56868
At a glance
BMO Family Office, LLC is an SEC-registered investment adviser based in Chicago, Illinois, with $10.0B in regulatory assets under management as of its Form ADV filed January 28, 2026. It reports 70 individual clients, 70 of them high-net-worth, holding an average of about $140 million each, and 130 employees. That ranks it 101st among the nation’s 5,657 independent wealth management RIAs and 8th of 226 in Illinois. It reports 2 custodians for its clients’ separately managed accounts: Charles Schwab and Northern Trust.
Main office 650-210-5042bmofamilyoffice.comLinkedInAs filed on Form ADV
Affiliated broker-dealer
It names affiliated broker-dealers: BMO Capital Markets Corp., BMO Nesbitt Burns Inc. and BMO Nesbitt Burns Securities LTD..
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 70 | $9.8B | 98% |
| Pooled investment vehicles | 3 | $168M | 2% |
BMO Family Office, LLC reports 26 private funds with $900M in gross assets: hedge funds, private equity funds, venture capital funds, real estate funds, other private funds (Form ADV Item 7.B).
BMO Family Office, LLC answers yes to 2 disclosure items in Item 11 of Form ADV (criminal, regulatory or civil matters involving the firm or its advisory affiliates). Read the details on the SEC’s adviser search ↗
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| Firm | Regulatory AUM | Clients |
|---|---|---|
| Choreo, LLCRockford | $19B | 6,794 |
| The Mather Group, LLCChicago | $13B | 4,773 |
| Curi Capital, LLCChicago | $12B | 2,865 |
| Altair Advisers, LLCChicago | $9.8B | 895 |
| Forum Financial Management, LPLombard | $8.7B | 5,622 |
| JMG Financial Group LTDDowners Grove | $7.5B | 1,776 |
BMO Family Office, LLC reports $10.0B in regulatory assets under management across 5,101 accounts, 98% of it on a discretionary basis, on its Form ADV filed January 28, 2026.
It reports 70 individual clients: 70 high-net-worth individuals and 0 other individuals. Individuals account for about 98% of its regulatory assets.
Its main office is in Chicago, Illinois. It reports 7 offices in total and 130 employees, 75 of whom perform investment advisory functions.
On Form ADV it lists these forms of compensation: a percentage of assets under management; hourly charges; fixed fees. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
It reports 2 custodians for its clients’ separately managed accounts: Charles Schwab and Northern Trust. On Schedule D of its Form ADV filed January 28, 2026, it reports these amounts held: Charles Schwab ($767M); Northern Trust ($452M). Form ADV lists only custodians holding 10% or more of separately managed account assets.
It names affiliated broker-dealers: BMO Capital Markets Corp., BMO Nesbitt Burns Inc. and BMO Nesbitt Burns Securities LTD..
As an SEC-registered investment adviser, BMO Family Office, LLC owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. It reports no employees who are registered representatives of a broker-dealer.
Every figure is BMO Family Office, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-01-28), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →