Firm profile

D.A. DAVIDSON & CO.

GREAT FALLS, MTCRD 199Latest ADV January 16, 2026

D.A. Davidson & Co. is an SEC registered investment adviser organized as a corporation with a primary office location in Great Falls, MT.

Assets Under Management
$41.8B
Employees
990
Offices
100 offices
Total Clients
70,118
Primary office
GREAT FALLS, MT
8 THIRD STREET NORTH, GREAT FALLS, MT, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CEOLawrence Todd Martinez
CCOJared C Mccubbin

Advisory services offered

7 types reported
Educational seminars/workshops
Financial Planning Services
Pension consulting services

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 71.2% of total clients.
Top client categories% of clientsClients
1
Individuals
71.2%
49,912
2
HNWI
26.0%
18,223
3
Charitable
1.6%
1,098
4
Corporations
0.9%
616
5
Pension Plans
0.3%
240
Additional categories (<0.1%)
Government29 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$41.8Bas of January 16, 2026
Discretionary91.5%
$38.3B
92% of total RAUM91.5%
Non-discretionary8.5%
$3.5B
8% of total RAUM8.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Latest AUM$41.8B
Total Accounts92,146
10Y AUM Change+$26.7B (+176.2%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees990
Clients per Employee71:1
10Y Employee Change+475 (+92.2%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.