Sending gratitude to all of our strategic partners and financial professionals for joining us at this year's #DavidsonInstitute. All the great conversations and opportunities to connect and build relationships offline have furthered our company's core values. See you again in 2026!
About us
At D.A. Davidson Companies, we identify and evaluate market trends, investment ideas and business opportunities, and turn them into actionable insights and strategies. Founded in 1935 as a small brokerage firm, D.A. Davidson has grown into a diversified financial services company comprised of seven distinct business units across the U.S. Through the years, our most important service has remained consistent: a personalized approach that reflects the individuality of each of our clients. As part of an employee-owned company, each of our associates has a unique perspective of success. We believe in doing what is right for our clients and are empowered to deliver high-impact solutions. We are with our clients every step of the way—leveraging our nationally-recognized research, capital markets and investment banking expertise, and a robust network of financial advisors. Clients not only benefit from our expansive platform of solutions and services, but also from strong values rooted in tradition and a deep sense of responsibility to our communities. Business units include: • Wealth Management • Trust Services • Investment Management • Equity Capital Markets • Investment Banking • Fixed Income Capital Markets
- Website
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http://dadavidson.com
External link for D.A. Davidson Companies
- Industry
- Financial Services
- Company size
- 1,001-5,000 employees
- Headquarters
- Great Falls, Montana
- Type
- Privately Held
- Specialties
- Wealth management, financial planning, equity & fixed income capital markets, investment banking, award-winning research, CD underwriting, trust services, public finance, and investment management
Locations
Employees at D.A. Davidson Companies
Updates
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Amidst a backdrop of tempered U.S. economic growth and with GDP expansion in the first quarter falling short of expectations, the Federal Reserve’s upcoming meeting garners heightened attention. As markets brace for a wave of earnings reports and crucial labor data, the landscape remains dynamic, offering both challenges and opportunities. ➡ Explore the intricacies of this week’s developments by viewing the full update here: https://dadvdsn.co/3UDF7NG
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Congratulations to Senior Vice President, Financial Advisor, and Portfolio Manager Hilary Kosloske on her insightful presentation at AdvisorHub's Women Advisor Summit. Hilary's ability to seamlessly blend life lessons with financial expertise truly showcases her dedication to providing holistic and comprehensive services to her clients. We are proud to have such a talented and innovative professional at D.A. Davidson. #RoundOfApplause #WomenInFinance
What an honor to speak at AdvisorHub’s Women Advisor Summit held earlier this month. Spending the day with a room full of accomplished women financial advisors sharing wisdom and expertise so that we continue to elevate our practice to best serve our clients. Adding a unique twist to the day, my presentation was titled “Stilettos to Spurs- Life Lessons Learned From My Horse”. The focus being on how these lessons have enhanced my practice taking a holistic and comprehensive approach in working with our clients.
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D.A. Davidson’s public finance experts remain committed to diversifying the range of services we provide to proactively meet the needs of our clients. Representing our ability to identify unique solutions that leverage a multitude of financial mechanisms, we are proud to announce the new name of our nationally recognized Special District Group: The Development Finance Group. The Development Finance Group is known as a market leader in special district financing, and fundamentally remains a core focus and priority of the practice. As its work has expanded, the Development Finance Group at D.A. Davidson boasts dynamic capabilities, ranging from land development and municipal bonds to C-PACE transactions and affordable housing loans. With a focus on innovation and client-centered solutions, we are well-positioned to continue driving progress and prosperity forward in the markets we serve. Learn more about D.A. Davidson’s Development Finance Group at: https://dadvdsn.co/4b9u1FF
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D.A. Davidson proudly announces the addition of Tim Ludwick as Managing Director in our esteemed Investment Banking division. Tim, an accomplished professional with over 10 years of financial sponsors experience, brings a wealth of industry knowledge and leadership to this crucial role. Based out of Dallas, he will be working with our Boca Raton team. With prior experience leading middle market sponsor coverage, we are confident that Tim’s work will better position us to deliver high-quality middle market deal flow and impeccable execution. Read more about Tim Ludwick’s journey and accomplishments below.
D.A. Davidson Adds Tim Ludwick, Enhancing Financial Sponsors Coverage
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Tech stocks falter, S&P 500 drops, and the market is abuzz. As we navigate the April pullback, the question arises: Can the S&P 500 move higher if Tech, its largest sector, moves lower? Amidst this uncertainty, we see potential for wider sector participation and better relative performance. As the earnings season unfolds, will it be a case of ‘earnings to the rescue’? With 31% of the S&P 500 set to report March quarter results, the anticipation is palpable. Will the GDP growth and inflation readings sway the market? Read the full Weekly Market Update to explore these trends and more here: https://dadvdsn.co/448mZib
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Happy #EarthDay from the EPIC Finance Team at D.A. Davidson & Co. 🌎🌿 Our Energy Performance/Infrastructure Construction (EPIC) Finance Team is fueling sustainable futures and leading the way in driving positive change. We specialize in providing full-service finance solutions for public energy savings and green infrastructure projects throughout the United States. 🌟 This Earth Day, we’re thrilled to announce a groundbreaking partnership! 🌟 D.A. Davidson & Co. and Veregy are joining forces and working with Saint Meinrad Archabbey to bring modern energy solutions to their historic institution. This $16 million project will illuminate a greener path for Saint Meinrad Archabbey. Our EPIC Finance Team has a proven track record of success in handling projects of this size, ensuring the best savings and deals for our clients. Join us in celebrating a brighter, more sustainable future! Reach out to our EPIC Finance Team for innovative financing options that empower positive environmental impact. Learn more about our commitment to sustainability at D.A. Davidson and our work with Saint Meinrad Archabbey via Energy Services Media here: https://dadvdsn.co/49Meydt
Energy Performance/Infrastructure Construction (EPIC) Finance Team - Fixed Income Capital Markets - D.A. Davidson & Co.
dadavidson.com
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We proudly highlight two of our professionals, sharing their experiences as women in finance, career journeys, and the unwavering support they receive from D.A. Davidson. Discover the vibrant community shaping our firm’s success. https://dadvdsn.co/3JbHyR0
Beyond Numbers: Celebrating Our Female Advisors
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In the wake of hotter-than-expected inflation data, U.S. interest rates have surged, and the S&P 500 has experienced its largest weekly decline in 2024. As we navigate through earnings season amidst global tensions, the financial landscape continues to evolve. Discover how these developments could impact your investments and what the Federal Reserve’s potential response might mean for the future of interest rates. Make informed decisions by delving into our comprehensive financial market update. Click the link to learn more: https://dadvdsn.co/3VZd4cI