Our Firm

D.A. Davidson Companies

Since 1935, D.A. Davidson Companies has been providing investors and businesses with financial services and solutions tailored to each client. With a history of building brighter futures, we are here to help you plan for yours.

Our own company

D.A. Davidson Companies is employee-owned — a structure reflected in the way we treat our clients and one another. Each of us is passionate about our work and invested in finding the best outcomes for our clients, who are often our neighbors and friends.

Working together

D.A. Davidson Companies offers services to clients who range from individual investors to corporations and public entities of all sizes. Our subsidiaries include D.A. Davidson & Co., a full-service investment firm providing wealth management, investment banking, and equity and fixed income capital markets services and advice; Davidson Investment Advisors, a professional asset management firm; and D.A. Davidson Trust Company, a trust and wealth management company.

Community priority

Founded as a Montana brokerage, we have grown to be a leading financial services holding company that is proud to maintain its Western roots and uphold a rich tradition of community involvement. We encourage and celebrate volunteerism and giving. Community responsibility isn’t just part of our culture; it’s the way we do business.

Quick facts

Formed: 1935

Employees: Approximately 1,575

Headquarters: Great Falls, MT

Offices: 112

Client assets under management and administration: $61.96 billion as of 2/28/23

Company principal: Larry Martinez, Chief Executive Officer