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, Davidson Fixed Income Management, 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.



Our employees have an inherent interest in the success of the company and, therefore, the prosperity of our clients. We are passionate about our work and invested in finding the best solutions for clients.


Our business is built on the foundation of doing what is best for our clients. Clients are our greatest asset, so we strive to be your strongest advocate.


We are proud of our Montana roots, but glad to service clients all over the nation. Regardless of location, you can be assured that D.A. Davidson associates are making an effort to be involved in the greater community. We understand that one of a business’s many roles is to be a pillar of the community it represents. As such, we encourage and celebrate volunteerism and generosity.