Davidson Investment Advisors, Inc.

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Client assets under management

$3,602,201,108

Clients

4,091

24% high-net worth

Advisors

of 31 employees

Firm type

Multi Team

Clients per advisor

215

Very High

Average account size

$880,518

Client services

Portfolio management

Main office location

Davidson Investment Advisors, Inc.

8 Third Street North

Great Falls MT 59401-3104, United States

Number of offices

Most active in

Alaska · Arizona · California · Colorado · Connecticut · Delaware · District of Columbia · Florida · Georgia · Hawaii · Idaho · Illinois · Iowa · Kansas · Kentucky · Maine · Maryland · Massachusetts · Michigan · Minnesota · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · North Dakota · Ohio · Oklahoma · Oregon · Pennsylvania · South Carolina · South Dakota · Tennessee · Texas · Utah · Virginia · Washington · West Virginia · Wisconsin · Wyoming

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Trust company

They provide trust and estate administration services, typically for separate fees.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Is not active or affiliated with:

Bank

They're affiliated with a bank that may offer its own financial products and services.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 406-727-6111

Advisors at this firm

Louis D

CFA®, Series 63, Series 65

Bozeman, MT

Davidson Investment Advisors, Inc.

William H

Series 63, Series 65

Seattle, WA

Davidson Investment Advisors, Inc.

Michael K

CFA®, Series 63

Great Falls, MT

Davidson Investment Advisors, Inc.

Maxwell L

Series 65

Great Falls, MT

Davidson Investment Advisors, Inc.

Melissa H

Series 63, Series 65

Spokane, WA

Davidson Investment Advisors, Inc.

Daniel P

Series 66

Richmond, VA

Davidson Investment Advisors, Inc.

Peyton S

Series 65

Richmond, VA

Davidson Investment Advisors, Inc.

David B

Series 66

Richmond, VA

Davidson Investment Advisors, Inc.

Bryn H

Series 65

Great Falls, MT

Davidson Investment Advisors, Inc.

Herbert T

Series 66

Richmond, VA

Davidson Investment Advisors, Inc.

Cheryl P

CFP®, CFA®, Series 65

Richmond, VA

Davidson Investment Advisors, Inc.

Edward C

CFA®, Series 63

Great Falls, MT

Davidson Investment Advisors, Inc.

Brian C

CFA®

Seattle, WA

Davidson Investment Advisors, Inc.

Andrew D

Series 63, Series 65

Great Falls, MT

Davidson Investment Advisors, Inc.

Heather K

CFA®, Series 63

Great Falls, MT

Davidson Investment Advisors, Inc.

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