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BMO FAMILY OFFICE, LLC

CHICAGO, IL · CRD 110264 · IAPD ↗ · (650) 210-5042

$9.99BRegulatory AUM
75Advisory reps
130Employees
15Clients
51-100Planning clients
26Private funds
9States
2Disclosures
wealthSegment
ApprovedSEC status

Filing changes

80
February 2026 — BMO FAMILY OFFICE, LLC grew from 65 to 75 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
47
December 2025 — BMO FAMILY OFFICE, LLC notice-filed in NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
February 2025 — BMO FAMILY OFFICE, LLC shrank from 75 to 65 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
66
February 2025 — BMO FAMILY OFFICE, LLC reported RAUM up 33% ($6.10B -> $8.13B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
47
February 2024 — BMO FAMILY OFFICE, LLC notice-filed in CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.