AN ENDURING LEGACY

About D.A. Davidson

Founded in 1935, D.A. Davidson Companies is an employee-owned financial services holding company headquartered in Great Falls, Montana. D.A. Davidson has office locations across the nation and offers financial products, services, and straightforward advice. The family of D.A. Davidson Companies includes Davidson Investment Advisors, D.A. Davidson Trust Company, and three divisions of D.A. Davidson & Co.: Wealth Management, Equity Capital Markets, and Fixed Income Capital Markets.

The Wealth Management division of D.A. Davidson offers wealth planning that includes a wide range of financial solutions and services. With a focus on personalized service, we work as our clients' trusted advisors to develop strategies for building and preserving long-term, multigenerational wealth.

 

We believe there is only one way to navigate through the wealth of financial service options: straight forward. We offer clear strategies with smart solutions that match your goals, helping you every step of the way as we show you the path to achieve them. Our personal approach is rooted in the values, stability, and discipline of our employee-owned company that is as independent as you are.                   

For 90 years, the financial professionals at D.A. Davidson have offered personalized service to individuals, families, businesses and institutions.


Clients Come First

D.A. Davidson is a full-service investment firm based in the Northwest. We continue to grow as more investors hear of our reputation for treating clients with care and respect. 


Personalized Solutions   

With offices across the U.S., we provide a broad base of services and solutions, along with the expertise to help you build a brighter future — whether that means planning for a newborn’s college education or merging another business with your own. At D.A. Davidson, we deliver traditional investment services, tools, and advice while continuing to develop innovative solutions. We empower our investment professionals with experienced staff and service-driven technology so they can keep you abreast of changes affecting your portfolio or transaction.


Professionals Working For You

Working in tandem with our focus on individual investors are our growing capital markets
groups, who offer nationwide expertise for institutional investors, businesses, and other entities. Our clients benefit from extensive capital markets capabilities, including investment banking, public finance, institutional sales, trading, research, corporate services, and debt underwriting. Clients also have access to the professionals in our sister companies, D.A. Davidson Trust Company and Davidson Investment Advisors.


Community Tradition 

We are headquartered in the West, away from the crowds of Wall Street. Our expansive platform is interwoven with strong ethics and a deep sense of responsibility to our communities.


Investor Products and Services

  •  Financial Planning
  •  Wealth Management
  •  OTC and Listed Securities
  •  Government Securities
  •  Municipal Bonds
  •  Corporate Bonds
  •  Insured Brokered Certificates of Deposit
  •  Money Market Funds
  •  Mutual Funds
  •  Corporate and Public Finance
  •  IRAs, Retirement and Pension Plan Services
  •  Insurance and Annuities
  •  Managed Assets Programs
  •  Trust and Estate Planning through D.A. Davidson Trust Company
  •  College Planning
  •  In-House Research
  •  DADVANTAGE Complete  Cash Management
  •  Prestige Account Benefits
  •  Loans on Securities
  •  Other solutions too numerous to list...

QUANTIFYING OUR SUCCESS

D.A. Davidson

D.A. Davidson provides the knowledge and resources of a leading financial advisory practice where your needs come first. Your short- and long-term goals are our main priority and the focus of everything we do. Take the first step toward building a financial strategy that’s right for your specific situation.

1600 Employees

As an employee-owned firm with a proud history of making an impact for our clients and communities, we uphold integrity, prioritize your trust, and focus on doing what’s right.

110 Locations

Our tailored approach builds strategies that align with each client’s distinct goals, whether addressing today’s complexities or preparing for tomorrow’s opportunities.

30 States

By combining seasoned expertise with forward-thinking strategies, we deliver outcomes that help you move forward.

Celebrating 90 Years of Serving Clients

Watch the history of our firm.