Broker Dealers in Montana
1,315 Broker Dealers are registered in Montana. 79 of them have branch offices here, where 1,334 registered reps work.
#39 of 52 by Broker Dealer offices. Each firm is counted once.
The largest Broker Dealers in Montana, by reps at Montana offices.
| Firm | Reps here | Offices here | Reps in all | Headquarters |
|---|---|---|---|---|
| D.A. Davidson & Co.also an RIA firm | 228 | 10 | 1,128 | Great Falls, MT |
| Edward Jonesalso an RIA firm | 193 | 111 | 25,325 | Saint Louis, MO |
| LPL Financial LLCalso an RIA firm | 130 | 69 | 32,870 | Fort Mill, SC |
| Osaic Wealth, Inc.also an RIA firm | 58 | 34 | 11,505 | Scottsdale, AZ |
| Merrill Lynch, Pierce, Fenner & Smith Incorporatedalso an RIA firm | 48 | 5 | 27,235 | New York, NY |
| FBL Marketing Services, LLC | 47 | 29 | 1,173 | West Des Moines, IA |
| Northwestern Mutual Investment Services, LLCalso an RIA firm | 42 | 11 | 12,255 | Milwaukee, WI |
| NYLIFE Securities LLC | 37 | 16 | 9,002 | New York, NY |
| RBC Capital Markets, LLCalso an RIA firm | 35 | 3 | 6,622 | New York, NY |
| Stifel, Nicolaus & Company, Incorporatedalso an RIA firm | 34 | 4 | 5,032 | Saint Louis, MO |
Cities with the most offices
Broker Dealer branch offices in each city.
Headquartered in Montana
4 Broker Dealers are headquartered in Montana: D.A. Davidson & Co., S.G. Long & Company, Destra Capital Investments LLC and Big Sky Treasury Services.
Every firm, every rep, one record.
A registration lookup shows one firm or one person at a time. Accupoint connects them: each firm with its filings, its offices, its executives and every rep and adviser who works there, each of them on their own record across insurance, Broker Dealer and advisory data.
Size, registrations and practice
Reported AUM, accounts and employees where filed, registrations by state, fee structure, client types and services.
Executives and every rep
Executive officers and the reps and advisers at each firm, with their licenses, registrations and employment history.
Headquarters and branches
Where each firm is based and, for Broker Dealers, every branch office with the reps who work there.
Search, CRM, Claude and ChatGPT
Search and export firms and their people, push records to your CRM (ask which CRMs your account supports), or ask Accupoint from Claude or ChatGPT, in preview.
Montana Broker Dealers, answered.
How many Broker Dealers are registered in Montana?
1,315 Broker Dealers are registered in Montana. 79 of them have branch offices there, and 4 are headquartered there.
Which Broker Dealers have the most reps in Montana?
D.A. Davidson & Co. (228 reps at 10 offices), Edward Jones (193 reps at 111 offices) and LPL Financial LLC (130 reps at 69 offices).
How many reps work at Broker Dealer offices in Montana?
1,334 registered representatives work at 500 Broker Dealer branch offices in Montana.
Why are so many Broker Dealers registered in every state?
A Broker Dealer registers in each state where it does business with clients, so most large firms are registered almost everywhere. Branch offices show where its reps actually work.
Can I send these firms to my CRM or ask about them from Claude or ChatGPT?
Yes, on a plan that includes them. Push records to your CRM (ask which CRMs your account supports), or ask Accupoint from Claude or ChatGPT, in preview.
Is Accupoint a government agency?
No. Accupoint is an independent data company, not a government agency and not a consumer reporting agency.
Registered in Montana means a Broker Dealer registered to do business there; most large firms register in nearly every state. Offices are the branch offices of firms registered there, with the number of reps on record at each. Headquartered counts firms registered there whose main office is there too. Each firm is counted once.
Accupoint is an independent data company, not a government agency. Accupoint is not a consumer reporting agency.
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