Stability + Community
Caring for the financial freedom of our clients and communities.
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.
Serving our Clients and Communities
Founded in 1935 in Great Falls, Montana, we have grown to be a leading financial services company that is proud to maintain its Western roots and uphold a rich tradition of community involvement. We encourage and celebrate volunteerism and giving in Helena and beyond. Community responsibility isn’t just part of our culture; it’s the way we do business.
Four in One — Stronger Together
D.A. Davidson Companies is made up of four firms working for clients who range from individual investors to corporations and public entities of all sizes. Our subsidiaries include:
D.A. Davidson & Co., the largest full-service investment firm headquartered in the Northwest, providing wealth management, investment banking, and 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
Upholding the traditions of hard work, integrity, and care for our neighbors that make our Montana roots strong — and looking to the wide-open Big Sky horizons with a future-oriented mindset to build a better tomorrow for generations to come.
