D.A. Davidson & Co.

Overview

D.A. Davidson & Co. is a Broker Dealer and registered investment adviser based in Great Falls, MT, registered since 1977. It reports $41.8B in assets under management across 92,146 accounts, with 990 employees. Its 1,131 registered representatives work across 129 branch offices in 35 states.

Reported AUM

$41.8B

Discretionary

92%

Accounts

92,146

Average account

$454K

Employees

990

Registered reps

1,131

Branch offices

129

Registered since

1977

As reported in the firm's July 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Periodicals or Newsletters
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• Corporations/Businesses
• Government
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets. Sponsors a wrap fee program.

Products and services

• Corporate Bonds
• Insurance
• Inter-Dealer Markers in Corporate Securities
• Investment Advisory Services
• Kiosk Activities - Bank
• Municipal Securities Broker
• Municipal Securities Dealer
• Mutual Fund/Retailer
• Mutual Funds
• Non-Floor Activities
• Private Placements
• Retirement/Pension Products
• 8 more

Executive officers 3 of 8

• Lawrence Todd Martinez Chairperson, Chief Executive Officer, Director CRD 4596308
• Marc Russell Dispense President of Fixed Income Capital Markets CRD 4655410
• Michael Joseph Purpura President, Director of Wealth Management, Wealth Management Director CRD 2095576

5 more executive officers, with direct contact details

Registered reps 3 of 1,131

• Kathleen Marie Absec Registered Rep · Investment Adviser Rep CRD 1341565
• Kyle Acevedo Registered Rep CRD 6021792
• Lauren C Aigner Registered Rep · Investment Adviser Rep CRD 6972885

1,128 more registered reps, with emails, phones and branch locations

Location

Headquarters

8 3rd St N
Great Falls, MT 59401

County

Cascade

Metro area

Great Falls, MT

Region

West

Branch offices

129 in 35 states, including Irvine, CA, Austin, TX and Spokane, WA

Registrations

• SEC registered, corporation formed in Montana
• Registered in 52 jurisdictions
• Website: dadavidson.com

Every state, with registration dates

Similar firms near Great Falls

• Davidson Investment Advisors, Inc.Great Falls, MT$5.2B AUM
• Big Sky Wealth Advisors, LLCGreat Falls, MT$135M AUM
• Investment Management GroupBillings, MT$5.2B AUM
• Stack Financial Management IncWhitefish, MT$2B AUM
• Bitterroot Capital Advisors LLCBozeman, MT$1.8B AUM