The D.A. Davidson Difference

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, 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 employee-owned company that is as independent as you are.

OUR CORE VALUES

• We are dedicated to delivering exceptional service to our clients and each other.
• Our associates are our most important assets and the principal drivers of our success.
• We will always demand the highest standards of business ethics, integrity and conduct.
• We actively support and participate in the communities in which we do business.
• Majority employee-ownership is an important associate benefit and differentiating quality.