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BMO PRIVATE INVESTMENT COUNSEL INC.

TORONTO, ONTARIO, Canada · CRD 160344 · IAPD ↗ · 416 359-5001

$40.18BRegulatory AUM
130Advisory reps
130Employees
0Clients
251-500Planning clients
0Private funds
14States
8Disclosures
foreignSegment
ApprovedSEC status

Filing changes

19
February 2026 — BMO PRIVATE INVESTMENT COUNSEL INC. notice-filed in MI, NV.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
February 2026 — BMO PRIVATE INVESTMENT COUNSEL INC. grew from 120 to 130 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
25
February 2025 — BMO PRIVATE INVESTMENT COUNSEL INC. shrank from 125 to 120 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
21
February 2024 — BMO PRIVATE INVESTMENT COUNSEL INC. notice-filed in MD, MI, NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
February 2024 — BMO PRIVATE INVESTMENT COUNSEL INC. grew from 120 to 125 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
45
February 2024 — BMO PRIVATE INVESTMENT COUNSEL INC. reports 251-500 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

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