Founded in 1935, D.A. Davidson Companies is an employee-owned financial services holding company headquartered in Great Falls, Montana. D.A. Davidson has office locations across the nation and offers financial products, services, and straightforward advice. The family of D.A. Davidson Companies includes Davidson Investment Advisors, D.A. Davidson Trust Company, Davidson Fixed Income Management, and three divisions of D.A. Davidson & Co.: Wealth Management, Equity Capital Markets, and Fixed Income Capital Markets.

The Wealth Management division of D.A. Davidson offers wealth planning that includes a wide range of financial solutions and services. With a focus on personalized service, we work as our clients’ trusted advisors to develop strategies for building and preserving long-term, multigenerational wealth.

We believe there is only one way to navigate through the wealth of financial service options: straight forward. We offer clear strategies with smart solutions that match your goals, helping you every step of the way as we show you the path to achieve them. Our personal approach is rooted in the values, stability, and discipline of our 85-year-old, employee-owned company that is as independent as you are.

D.A. Davidson is a financial services partner committed to delivering confidence for what’s next. We provide personalized expertise with the strength to scale, guiding individuals and institutions through key moments. By combining deep expertise with an eye to the future, we help turn decision-making into lasting impact.

Our financial professionals are backed by a broad network of experts and resources, enabling them to deliver solutions to help build, protect, and pass on your wealth for generations to come.