Overview
- Headquarters
- Great Falls, MT
- Total Firm Assets
- $41.8 billion
- Average High-Net-Worth Client Portfolio Size
- $1.3 million
- Stated Minimum Account Size
- $5,000
Fee Disclosure
Source: D.A. DAVIDSON & CO. WRAP FEE PROGRAM BROCHURE (2026-07-30)
· View brochure text
Latest filing: D.A. DAVIDSON FIRM BROCHURE (2026-07-30)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | and above | 1.85% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $18,500 | 1.85% |
| $5 million | $92,500 | 1.85% |
| $10 million | $185,000 | 1.85% |
| $50 million | $925,000 | 1.85% |
| $100 million | $1,850,000 | 1.85% |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 56.40%
- Number of High-Net-Worth Clients
- 18,223
- Total Client Accounts
- 92,146
- Discretionary Accounts
- 88,458
- Non-Discretionary Accounts
- 3,688
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars
Regulatory Filings
- SEC CRD Number
- 199
- D.A. DAVIDSON & CO. WRAP FEE PROGRAM BROCHURE (2026-07-30) (fee schedule source) · View brochure text
- D.A. DAVIDSON FIRM BROCHURE (2026-07-30) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗