D.A. Davidson & Co.
Great Falls, MT·SEC-registered · CRD #199
D.A. Davidson & Co. is an SEC-registered investment advisory firm in Great Falls, MT managing $42B across 96k client accounts, with 410 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$42B
Client accounts
96k
Advisory staff
410
Fee model
Fee-based
How D.A. Davidson & Co. is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
BEFORE YOU CALL D.A. DAVIDSON & CO.
See how D.A. compares to your best-matched advisor
Answer a few questions and we'll match you with vetted fiduciary advisors screened for your goals, assets, and fees — then you can compare them side by side with D.A. Davidson & Co.. Free, about 2 minutes, no obligation.
Client reviews
No reviews yet
Worked with D.A. Davidson & Co.? Be the first to share your experience — every review is verified by a human before publishing.
Reviews are written by site users and human-moderated for authenticity; they are never provided or paid for by the firm. Star ratings reflect only published user reviews on AdvisoryReviews.
Common questions about D.A. Davidson & Co.
How much does D.A. Davidson & Co. manage?
Per its most recent SEC Form ADV filing (01/16/2026), D.A. Davidson & Co. reports $42B in regulatory assets under management across roughly 96k client accounts.
How does D.A. Davidson & Co. charge?
D.A. Davidson & Co. is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is D.A. Davidson & Co. a fiduciary?
Yes. D.A. Davidson & Co. is registered with the U.S. Securities and Exchange Commission (CRD #199), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is D.A. Davidson & Co. taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks D.A. Davidson & Co. and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Great Falls, MT
Profile compiled from D.A. Davidson & Co.'s public SEC Form ADV filing (CRD #199, filed 01/16/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of D.A. Davidson & Co.. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with D.A. Davidson & Co.? Claim this profile.