← Tributary

D.A. DAVIDSON & CO.

GREAT FALLS, MT · CRD 199 · IAPD ↗ · 406-727-4200

$41.84BRegulatory AUM
410Advisory reps
990Employees
1050Clients
More than 500Planning clients
0Private funds
51States
20Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
January 2026 — D.A. DAVIDSON & CO. added office(s): 98 -> 100 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
January 2025 — D.A. DAVIDSON & CO. added office(s): 87 -> 98 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
65
January 2025 — D.A. DAVIDSON & CO. reported RAUM up 30% ($27.93B -> $36.18B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.