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broker dealers by state

Broker Dealers in Oregon

1,499 Broker Dealers are registered in Oregon. 137 of them have branch offices here, where 4,359 registered reps work.

1,499Registered in Oregon
137With offices here
1,528Branch offices
4,359Reps at those offices
14Headquartered here

#26 of 52 by Broker Dealer offices. Each firm is counted once.

the largest here

The largest Broker Dealers in Oregon, by reps at Oregon offices.

FirmReps hereOffices hereReps in allHeadquarters
Edward Jonesalso an RIA firm 455 268 25,325 Saint Louis, MO
LPL Financial LLCalso an RIA firm 440 209 32,870 Fort Mill, SC
Ameriprise Financial Services, LLCalso an RIA firm 198 51 14,183 Minneapolis, MN
Stancorp Equities, Inc. 190 2 190 Portland, OR
J.P. Morgan Securities LLCalso an RIA firm 188 77 35,531 New York, NY
Morgan Stanleyalso an RIA firm 165 9 26,525 Purchase, NY
Raymond James Financial Services, Inc. 148 59 7,232 St Petersburg, FL
Wells Fargo Clearing Services, LLCalso an RIA firm 146 56 18,535 Saint Louis, MO
Merrill Lynch, Pierce, Fenner & Smith Incorporatedalso an RIA firm 146 26 27,235 New York, NY
Osaic Wealth, Inc.also an RIA firm 133 66 11,505 Scottsdale, AZ

Cities with the most offices

Broker Dealer branch offices in each city.

Portland276
Eugene112
Bend103
Lake Oswego87
Salem85
Medford63
Beaverton55
Tigard40
Hillsboro39
Clackamas34

Headquartered in Oregon

14 Broker Dealers are headquartered in Oregon. The largest by reps: M Holdings Securities, Inc., Steward Partners Investment Solutions, LLC, Stancorp Equities, Inc., Paulson Investment Company LLC and MSC-BD, LLC.

Dual registered
274 of the Broker Dealers registered in Oregon are also RIA firms.
Newer firms
115 Broker Dealers registered in Oregon were formed in 2022 or later.
One rep offices
857 of the 1,528 branch offices in Oregon have a single registered rep.
beyond a registration lookup

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.

Filings

Size, registrations and practice

Reported AUM, accounts and employees where filed, registrations by state, fee structure, client types and services.

People

Executives and every rep

Executive officers and the reps and advisers at each firm, with their licenses, registrations and employment history.

Offices

Headquarters and branches

Where each firm is based and, for Broker Dealers, every branch office with the reps who work there.

Act on it

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.

questions

Oregon Broker Dealers, answered.

How many Broker Dealers are registered in Oregon?

1,499 Broker Dealers are registered in Oregon. 137 of them have branch offices there, and 14 are headquartered there.

Which Broker Dealers have the most reps in Oregon?

Edward Jones (455 reps at 268 offices), LPL Financial LLC (440 reps at 209 offices) and Ameriprise Financial Services, LLC (198 reps at 51 offices).

How many reps work at Broker Dealer offices in Oregon?

4,359 registered representatives work at 1,528 Broker Dealer branch offices in Oregon.

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.

Search Oregon Broker Dealers on Accupoint.

Every firm with its offices, executives and reps, or talk with our team about the audience you need.