Bank Of Montreal (BMO) Investment Advisory (2009 - 2026)

Bank Of Montreal (BMO) posted quarterly Investment Advisory of $488.5 million for Q1 2026, up 20.83% YoY from $404.3 million in Q1 2025, and up 9.31% sequentially from $446.9 million in Q4 2025.

Bank Of Montreal (BMO) Investment Advisory (2009 - 2026) Analysis & Trends

Bank Of Montreal has disclosed Investment Advisory across 18 years of filings, most recently posting $488.5 million for Q1 2026.

  • In Q1 2026, Investment Advisory rose 20.83% year-over-year to $488.5 million; the TTM figure through Jan 2026 stood at $1.8 billion (up 12.65% YoY), while the FY2025 annual figure was $1.7 billion, up 10.57% from the prior year.
  • Investment Advisory rose to $488.5 million in Q1 2026, from $446.9 million in the prior quarter.
  • Over the last five years, Investment Advisory for BMO reached as high as $488.5 million in Q1 2026 and fell as low as $324.5 million in Q4 2022.
  • The 5-year median for Investment Advisory is $368.2 million (2022), against an average of $377.6 million.
  • Annual changes were most pronounced in 2022 — Investment Advisory slipped 21.85% — and 2026, when it gained 20.83%.
  • A 5-year view of Investment Advisory shows it stood at $324.5 million in 2022, then advanced by 7.5% to $348.8 million in 2023, then climbed by 14.2% to $398.4 million in 2024, then gained by 12.19% to $446.9 million in 2025, then climbed by 9.31% to $488.5 million in 2026.
  • According to Business Quant data, Investment Advisory over the past three periods registered $488.5 million, $446.9 million, and $428.7 million for Q1 2026, Q4 2025, and Q3 2025 respectively.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Investment Advisory (Qtr)
1 Hsbc Holdings 1,641.64 Bn 1,642.09 Bn - -
2 Bank Of America 423.61 Bn -183.09 Bn 29.24 Bn -
3 Wells Fargo & Company 264.70 Bn 189.62 Bn - -
4 Citigroup 256.70 Bn -1,928.30 Bn 19.85 Bn -
5 UBS Group AG 156.73 Bn 156.73 Bn - -
6 Bank of New York Mellon 100.92 Bn 44.00 Bn - -
7 Jpmorgan Chase 93.06 Bn 120.14 Bn - -
8 Sumitomo Mitsui Financial 92.45 Bn 93.39 Bn - -
9 Bank of N.T. Butterfield & Son 2.40 Bn -454.67 Mn 152.73 Mn -
10 Bank Of Montreal - - - 488.55 Mn

Historic Data

Download Data
DateValue
Jan 31, 2026 488.55 Mn
Oct 31, 2025 446.94 Mn
Jul 31, 2025 428.67 Mn
Apr 30, 2025 390.72 Mn
Jan 31, 2025 404.34 Mn
Oct 31, 2024 398.37 Mn
Jul 31, 2024 385.60 Mn
Apr 30, 2024 369.50 Mn
Jan 31, 2024 357.29 Mn
Oct 31, 2023 348.83 Mn
Jul 31, 2023 356.62 Mn
Apr 30, 2023 342.18 Mn
Jan 31, 2023 325.47 Mn
Oct 31, 2022 324.50 Mn
Jul 31, 2022 335.89 Mn
Apr 30, 2022 348.19 Mn
Jan 31, 2022 368.18 Mn
Oct 31, 2021 415.22 Mn
Jul 31, 2021 408.62 Mn
Apr 30, 2021 378.09 Mn