D.A. Davidson

D.A. Davidson

Provides wealth management and financial advisory services

About

D.A. Davidson & Co. provides wealth management and financial advisory services tailored to individuals, families, and businesses in the United States. The firm offers investment management, financial planning, and trust services, helping clients align their financial portfolios with their goals through a research-based approach. Unlike many competitors, D.A. Davidson focuses on personalized solutions and has a diverse client base, including individual investors and business owners. Established in 1935, the company has grown through strategic acquisitions and aims to be a trusted partner in navigating the financial landscape.

Company Stage

N/A

Employees

1,001-5,000

Industries

Financial Services

Total Funding

N/A

Headquarters

Great Falls, Montana

Founded

2014


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Simplify's Take

What believers are saying

  • The rise of digital wealth management platforms enhances personalized investment advice delivery.
  • Growth in middle-market private equity presents opportunities for D.A. Davidson's advisory services.
  • Increased focus on sustainable finance aligns with D.A. Davidson's advisory offerings.

What critics are saying

  • Competition in AI-driven financial services could challenge D.A. Davidson's market position.
  • Rapid AI technology evolution may outpace D.A. Davidson's current capabilities.
  • Resource diversion to Diversified Industrials may affect overall service quality.

What makes D.A. Davidson unique

  • D.A. Davidson offers personalized wealth management and financial advisory services in the U.S.
  • The firm has a strong focus on small to middle-market companies across various sectors.
  • D.A. Davidson's research-based approach aligns client portfolios with financial goals.

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Benefits

Health Insurance

Dental Insurance

Vision Insurance

401(k) Company Match

Paid Vacation

Paid Sick Leave

Paid Holidays

Professional Development Budget

Tuition Reimbursement

Employee Discounts

Company Social Events

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