D.a. Davidson & Co.

Registered investment advisor · Great Falls, Montana · CRD #199

Assets Under Management

$41.8B

Client Accounts

92,146

Employees

990

CRD Number

199

Registration

SEC Registered

Custodian

D.a. Davidson & Co.

Source: SEC Form ADV filings. Data as of 2026-07-06.

About D.a. Davidson & Co.

D.A. Davidson Companies is an employee-owned financial services holding company based in Great Falls, Montana. Founded in 1935, it has grown to become the largest full-service investment firm in the Pacific Northwest. The company operates nationally with around 1,340 employees across 90 office locations in 26 states, focusing on major hubs in Seattle, Portland, Denver, and Los Angeles. The firm offers a wide range of financial products and services, including personalized wealth management, equ

Fee Structure

Percentage of assets under management Not reported

Fixed fees Not reported

Hourly charges Yes

Performance-based fees Not reported

Contacts, 13F holdings & brochure intel for D.a. Davidson & Co.

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Frequently Asked Questions

What is D.a. Davidson & Co.'s AUM?

D.a. Davidson & Co. reports approximately $41.8B in regulatory assets under management, based on its most recent SEC Form ADV filing.

Where is D.a. Davidson & Co. headquartered?

D.a. Davidson & Co. is headquartered in Great Falls, Montana.

What is D.a. Davidson & Co.'s CRD number?

D.a. Davidson & Co.'s CRD number is 199. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.