Our Services

Personalized solutions

With offices across the U.S., we provide a broad base of services and solutions, along with the expertise to help you build a brighter future — whether that means planning for a newborn’s college education or merging another business with your own. At D.A. Davidson, we deliver traditional investment services, tools and advice while continuing to develop innovative solutions. We empower our investment professionals with experienced staff and service-driven technology so they can keep you abreast of changes affecting your portfolio or transaction.

Professionals working for you

Working in tandem with our focus on individual investors are our growing capital markets groups, who offer nationwide expertise for institutional investors, businesses and other entities. Our clients benefit from extensive capital markets capabilities, including investment banking, public finance, institutional sales, trading, research, corporate services and debt underwriting. Clients also have access to the professionals in our sister companies, D.A. Davidson Trust Company and Davidson Investment Advisors.

Community tradition

We are headquartered in the West, away from the crowds of Wall Street. Our expansive platform is interwoven with strong ethics and a deep sense of responsibility to our communities.

Investor products and services

• Financial Planning

• Wealth Management

• OTC and Listed Securities

• Government Securities

• Municipal Bonds

• Corporate Bonds

• Insured Brokered Certificates of Deposit

• Money Market Funds

• Mutual Funds

• Corporate and Public Finance

• IRAs, Retirement and Pension Plan Services

• Insurance and Annuities

• Managed Assets Programs

• Trust and Estate Planning through D.A. Davidson Trust Company

• College Planning

• In-House Research

• DADVANTAGE Complete Cash Management

• Prestige Account Benefits

• Loans on Securities

• Other