Davidson Investment Advisors, INC.
Great Falls, MT·SEC-registered · CRD #110552
Davidson Investment Advisors, INC. is an SEC-registered investment advisory firm in Great Falls, MT managing $5.2B across 4.5k client accounts, with 13 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$5.2B
Client accounts
4.5k
Advisory staff
13
Fee model
Fee-only
How Davidson Investment Advisors, INC. is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Davidson Investment Advisors, INC.
How much does Davidson Investment Advisors, INC. manage?
Per its most recent SEC Form ADV filing (12/15/2025), Davidson Investment Advisors, INC. reports $5.2B in regulatory assets under management across roughly 4.5k client accounts.
How does Davidson Investment Advisors, INC. charge?
Davidson Investment Advisors, INC. is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Davidson Investment Advisors, INC. a fiduciary?
Yes. Davidson Investment Advisors, INC. is registered with the U.S. Securities and Exchange Commission (CRD #110552), 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 Davidson Investment Advisors, INC. 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 Davidson Investment Advisors, INC. 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 Davidson Investment Advisors, INC.'s public SEC Form ADV filing (CRD #110552, filed 12/15/2025). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Davidson Investment Advisors, INC.. 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 Davidson Investment Advisors, INC.? Claim this profile.