D.A. Davidson & Co.
$26.4B reported client assets across 2 advisory firms in FY2025 annual amendments
Reported client assets over time
$1.1B
$26.4B
2017
2025
Same-firm comparison: 2 firms that reported D.A. Davidson & Co. in both FY2024 and FY2025 annual amendments (ADV Item 5.K.(3)). Fiscal years come directly from the SEC filing-type table; filing dates are not used as a year-end proxy. 2017 is shown but partial — only FY2017: 1 cohort firms.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| D.A. Davidson & Co. | $24.0B | $41.8B | 57.3% | 12/19/2025 |
| Davidson Investment Advisors, Inc. | $2.4B | $5.2B | 46.5% | 12/15/2025 |
From Form ADV Schedule D 5.K.(3): custodians named at the 10%-of-SMA-assets threshold, with reported dollar amounts. "Share" is reported amount as a share of the firm's total regulatory AUM.