# D.a. Davidson & Co. Source: https://planprovider.pro/provider/da-davidson-and-co > Founded in 1935 and still employee-owned, D.A. Davidson & Co. runs a national advisory business with roots in Great Falls, Montana and an office in Costa… Retirement Plan Advisor Great Falls, MT ## About D.a. Davidson & Co.

Founded in 1935 and still employee-owned, D.A. Davidson & 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.

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.

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.

Key services and capabilities include:

Website: [https://www.dadavidson.com/](https://www.dadavidson.com/) Founded: 1935 Employees: 1350 ## Office Locations - Costa Mesa, CA - Great Falls, MT (Headquarters) ## Services Offered - 3(21) Investment Advisor - 3(38) Investment Manager ## Client Statistics (2026) - Total Clients: 0 - Total AUM: $41.8B ## Plans Serviced (2025) Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500). | Plan|Sponsor|Assets|Participants| | EDISON 401(K) SAVINGS PLAN|SOUTHERN CALIFORNIA EDISON COMPANY, CA|$6.3B|13,749| | LOYOLA MARYMOUNT UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN|LOYOLA MARYMOUNT UNIVERSITY, CA|$538M|3,137| | OLSSON, INC. 401(K) PROFIT SHARING PLAN|OEI, INC., NE|$277M|2,076| | BARRIOS TECHNOLOGY 401(K) PROFIT SHARING PLAN|BARRIOS TECHNOLOGY, TX|$135M|816| | BAIRD HOLM LLP PROFIT SHARING PLAN|BAIRD HOLM LLP, NE|$109M|168| | BOZEMAN HEALTH RETIREMENT PLAN|BOZEMAN DEACONESS HEALTH SERVICES DBA BOZEMAN HEALTH, MT|$99M|1,792| | WORKWAVE LLC 401(K) RETIREMENT PLAN|WORKWAVE LLC, NJ|$90M|717| | COWLES COMPANY RETIREMENT PLAN|COWLES COMPANY, WA|$87M|90| | FARMERS MUTUAL 401(K) SAVINGS PLAN|FARMERS MUTUAL INSURANCE CO. OF NE, NE|$81M|341| | BEHLEN MFG. CO. 401(K) PLAN|BEHLEN MFG. CO., NE|$79M|912| | CASSLING 401K SAVINGS PLAN|CASSLING, NE|$78M|184| | NIM 401(K) PLAN|NORFOLK IRON & METAL COMPANY, NE|$78M|818| | COWLES COMPANY 401(K) PLAN|COWLES COMPANY, WA|$77M|652| | STRECK LLC RETIREMENT PLAN|STRECK, LLC, NE|$71M|428| | TRI-STATE MEMORIAL HOSPITAL, INC. RETIREMENT PLAN|TRI-STATE MEMORIAL HOSPITAL, INC., WA|$49M|679| | DISTRIBUTION MANAGEMENT SYSTEMS, INC. 401(K) PROFIT SHARING PLAN|DISTRIBUTION MANAGEMENT SYSTEMS, INC., NE|$48M|264| | PARKER AUTOMOTIVE GROUP RETIREMENT SAVINGS PLAN|PARKER MOTORS, INC., ID|$44M|325| | UNIVERSITY FIRST FEDERAL CREDIT UNION 401(K) RETIREMENT PLAN|UNIVERSITY FIRST FEDERAL CREDIT UNION, UT|$37M|402| | TEAM SOFTWARE, LLC 401(K) PLAN|TEAM SOFTWARE, LLC, NE|$31M|145| | TACTICAL AIR SUPPORT, INC. RETIREMENT PLAN|TACTICAL AIR SUPPORT, INC., NV|$30M|471| Showing top 20 of 47 plans serviced in 2025. ## Other Retirement Plan Advisors in MT - [Solid Rock Wealth Management, Inc.](https://planprovider.pro/provider/solid-rock-wealth-management-inc) - Bozeman, MT - [Pinion Wealth Management, LLC](https://planprovider.pro/provider/pinion-wealth-management-llc) - Wichita, KS [View full interactive profile on PlanProvider.Pro](https://planprovider.pro/provider/da-davidson-and-co) © 2026 PlanProvider.Pro