D.A. Davidson & Co

Broker-DealerFINRA MemberEst. 1994

Total AUM

$41.8B

Discretionary

$38.3B

92% of AUM

Accounts

92,146

Employees

990

Advisory reps

1,130

Brokerage reps

710

Firm details

Headquarters: Great Falls, Montana
CRD number: 199
Registered since: February 8, 1994
Website: www.dadavidson.com
Custodians: D.A. DAVIDSON & CO., D.A. DAVIDSON TRUST SERVICES, INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI56.4%
Individuals33.5%
Charitable Organizations4.37%
Corporations / Businesses3.49%
Pension & Profit Sharing Plans1.31%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

D.A. Davidson & Co. is a full-service broker-dealer and registered investment adviser that combines brokerage, custody and insurance capabilities with advisory services for both individual/family and institutional clients. The firm provides financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, selection of other advisers, and conducts publications and educational seminars. It also acts as a registered municipal advisor and offers insurance brokerage services. Fee arrangements include percentage-of-AUM, hourly and fixed-fee structures. The firm operates a hybrid model that blends discretionary portfolio management and custody with brokerage and trust services. It is not identified as an active ESG investor and, in the source data, is not described as a capital allocator or related adviser.