Wealth Manager
    SEC Registered

    Davidson Investment Advisors, Inc.

    Registered investment advisor · Great Falls, Montana · CRD #110552

    Assets Under Management
    $5.2B
    Client Accounts
    4,407
    Employees
    31
    CRD Number
    110552
    Registration
    SEC Registered

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

    About Davidson Investment Advisors, Inc.

    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 Yes
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Davidson Investment Advisors, Inc.

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Davidson Investment Advisors, Inc.'s AUM?

    Davidson Investment Advisors, Inc. reports approximately $5.2B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Davidson Investment Advisors, Inc. headquartered?

    Davidson Investment Advisors, Inc. is headquartered in Great Falls, Montana.

    What is Davidson Investment Advisors, Inc.'s CRD number?

    Davidson Investment Advisors, Inc.'s CRD number is 110552. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Davidson Investment Advisors, Inc. manage?

    Davidson Investment Advisors, Inc. manages approximately 4,407 client accounts according to its latest SEC filing.

    Is Davidson Investment Advisors, Inc. SEC registered?

    Yes, Davidson Investment Advisors, Inc. is registered with the SEC as an investment adviser with an approved registration status.

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