D.a. Davidson & Co.

About D.a. Davidson & Co.

<p>Founded in 1935 and still employee-owned, D.A. Davidson &amp; Co. runs a national advisory business with roots in Great Falls, Montana and an office in Costa Mesa within the Orange County/Greater Los Angeles area. The firm reports $41.8B in AUM (2026) and has about 1,350 employees.</p> <p>For retirement plans, D.A. Davidson supports sponsors that want fiduciary outsourcing, including 3(21) co-fiduciary guidance and 3(38) investment manager services. It also provides broader financial services such as wealth management, trust services, and investment banking for individual, corporate, and institutional clients.</p> <p>Beyond retirement plan work, the firm’s platform includes estate planning support, professional money management, equity and fixed income capital markets, and public finance. The mix of advisory and capital markets resources can be useful for organizations that prefer to keep plan oversight and other financial needs under one roof.</p> <p>Key services and capabilities include:</p> <ul> <li><a href="/plan-advisors">Plan advisor</a> support for employer-sponsored retirement plans</li> <li>3(21) fiduciary consulting for investment selection and monitoring</li> <li>3(38) discretionary investment management</li> <li>Wealth and estate planning services</li> <li>Investment banking, capital markets, and public finance</li> </ul>

Website: https://www.dadavidson.com/

Founded: 1935

Employees: 1350