DAVIDSON INVESTMENT ADVISORS, INC.

RIASEC RegisteredEst. 1975

Total AUM

$5.2B

Discretionary

$5.2B

99% of AUM

Avg account

$1.2M

Accounts

4,407

Employees

Advisory reps

Firm details

Headquarters: GREAT FALLS, Montana
CRD number: 110552
Registered since: August 8, 1975
Website: dadavidson.com
Custodians: D.A. DAVIDSON & CO., D.A. DAVIDSON TRUST SERVICES, INC., FIRST CLEARING, LLC
Fee structure: Percentage of AUM
Client types: HNWI44.29%
Individuals24.98%
Charitable Organizations14.79%
Corporations / Businesses6.65%
Investment Companies2.85%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Davidson Investment Advisors, Inc. is a corporation that has been SEC-registered since 1975 and operates as an advisory business serving both individual/family and institutional clients. The firm charges fees as a percentage of assets under management and provides portfolio management across a range of account types, including individual and small business accounts, investment companies, pooled investment vehicles, and institutional or business accounts. Davidson is not identified as an active ESG investor and is not flagged as a multi-state adviser in the snapshot data. The firm reports affiliations across the financial services ecosystem—relationships include broker-dealer, other investment adviser, registered municipal advisor, trust company, and insurance company roles—which suggests access to custody, trust, and insurance product capabilities alongside its advisory services.