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Davidson Trust Services, Inc. (Great Falls, MT), with $17,303,152,250. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 July 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does D.A. Davidson & have?","answer":"D.A. Davidson & has 650 investment adviser representatives registered with state securities authorities, out of 990 employees, and 410 perform investment advisory functions. 710 are registered representatives of a broker-dealer and 350 are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does D.A. Davidson & invest in?","answer":"At the end of its last fiscal year, D.A. Davidson &’s separately managed accounts held 57% registered funds (mutual funds, ETFs, BDCs), 35% exchange-traded equities, 2% U.S. government and agency bonds, 2% state and local bonds, 2% cash and equivalents, 1% investment grade corporate bonds and 1% high-yield corporate bonds. It advises no private funds of its own.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns D.A. Davidson &?","answer":"D.A. Davidson & is owned through a chain of holding companies by D.A. Davidson Trust Company. Its direct owner is D.A. Davidson Companies (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 30 July 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does D.A. Davidson & get paid?","answer":"D.A. Davidson & is paid through a percentage of assets under management, hourly charges and fixed fees. 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Facts as filed; not a rating, ranking, or recommendation. Niva Wealth is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}