Firms by city
Registered investment advisers in Great Falls, MT
One SEC-registered adviser headquartered in Great Falls, listed by regulatory assets under management as reported on Form ADV.
1 firm listed
| Firm | Headquarters | Regulatory AUM | Advisory staff | Clients |
|---|---|---|---|---|
| D.A. Davidson &CRD 199 | Great Falls, MT | $41.84B | 410 | 70,118 |
D.A. Davidson &CRD 199$41.84B
- Headquarters
- Great Falls, MT
- Advisory staff
- 410
- Clients
- 70,118
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A firm appears here when it reports its principal office in Great Falls on Form ADV Part 1A. Many advisers serve clients well beyond the city they are based in, and a firm headquartered elsewhere may still have an office here; see every firm with an office in Montana.
Figures come from each firm's own filings on the dates shown on its profile. This list is a restatement of public records, not a rating or a recommendation.