D.A. Davidson

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-Financial Services & FinTech Banking Lending and Investments

Gold Affiliate

About

At D.A. Davidson, we harvest a wealth of opportunities, create smart strategies and personalized solutions, and serve them up with straightforward advice. We're with you at every step--leveraging expertise that crosses industries. Our approach is rooted in the values of our employee-owned company that is as independent as you are. 

We offer a wide range of financial services and advice to individuals, corporations, institutions and municipalities nationwide. The company’s approximately 1,400 employees work from almost 100 offices stretching across 25 states. Headquartered in Montana, with corporate offices in Denver, Los Angeles, Portland and Seattle, D.A. Davidson is responsible for approximately $51.2 billion in client assets under management. 

The firm’s subsidiaries include: D.A. Davidson & Co., the largest full-service investment firm headquartered in the Northwest, providing wealth management, investment banking, equity and fixed income capital markets services and advice; Davidson Investment Advisors, a professional asset management firm; D.A. Davidson Trust Company, a trust and wealth management company; Davidson Fixed Income Management, a registered investment adviser providing fixed income portfolio and advisory services; and Wells Nelson, a public finance and wealth management services firm. More information, please see www.dadavidson.com 


Additional Info

When David Adams Davidson opened a brokerage and wealth advisory firm in 1935, his objective was singular. He believed that by focusing on strong client outcomes, he could build a successful firm from Montana, far from the financial center of Wall Street. With the addition of his son, Ian Davidson, their combined dream began to take shape.

Today, their vision remains true. D.A. Davidson Companies has grown into a multifaceted company that has flourished beyond David’s imagination, stretching from the coast of California to the skyscrapers of New York and consistently growing in the Midwest. Through the years and changes, we have remained committed to our client-centered approach. Our roots inform our work, wherever we practice.

D.A. Davidson also is committed to improving the communities where our employees live and work, and encourages community service among our employees. Our highest employee award goes to someone who demonstrates an outstanding commitment to volunteerism. We provide matching gifts for our employees' financial donations and match some volunteer hours with dollars. And among numerous other giving initiatives is D.A. Davidson Day, paid work time set aside each fall that employees use to work on peer-selected non-profit initiatives.

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