Davidson Investment Advisors, Inc.

Davidson Investment Advisors, Inc. (CRD# 110552) is a financial advisory firm headquartered in Great Falls, MT. They manage $1,974,008,538 in 2,029 accounts and serve the financial needs of clients across 32 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,974
    MILLION
  • Total Number of Accounts
    2,029
    ACCOUNTS
  • Average Account Value
    $972,897
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AZ, CA, CO, DE, FL, GA, HI, IA, ID, IL, MA, MD, MN, MT, ND, NE, NH, NJ, NV, NY, OH, OK, OR, PA, SC, TX, UT, VA, WA, WI, WY

Financial Advisors at Davidson Investment Advisors, Inc.
Showing 1 - 10 of 10 top financial advisors.
1
Terence Anderson
CRD#: 2583377
221 N. Wall Street, Spokane, WA 99201

Terence Anderson (CRD# 2583377) is an Investment Advisor Representative working at Davidson Investment Advisors, Inc. in Spokane, WA and has over 25 years of experience in the finance industry.

2
Brian P. Clancy
CRD#: 4873272
701 Fifth Avenue, Suite 4050, Seattle, WA 98104

Brian Clancy (CRD# 4873272) is an Investment Advisor Representative working at Davidson Investment Advisors, Inc. in Seattle, WA and has 1 year of experience in the finance industry.

3
Paul G. Condrat
CRD#: 4807776
1921 Palomar Oaks Wy, Suite 102, Carlsbad, CA 92008

Paul Condrat (CRD# 4807776) is an Investment Advisor Representative working at Davidson Investment Advisors, Inc. in Carlsbad, CA and has over 16 years of experience in the finance industry.

4
Stephen M. Frahm
CRD#: 2763727
701 5th Avenue, Suite 4050, Seattle, WA 98104

Stephen Frahm (CRD# 2763727) is an Investment Advisor Representative working at Davidson Investment Advisors, Inc. in Seattle, WA and has over 24 years of experience in the finance industry.

5
Bryn G. Hagfors
CRD#: 6226890
8 Third Street North, Great Falls, MT 59401

Bryn Hagfors (CRD# 6226890) is an Investment Advisor Representative working at Davidson Investment Advisors, Inc. in Great Falls, MT and has over 2 years of experience in the finance industry.

6
William J. Holevoet
CRD#: 2430461
701 5th Ave, Suite 4050, Seattle, WA 98104

William Holevoet (CRD# 2430461) is an Investment Advisor Representative working at Davidson Investment Advisors, Inc. in Seattle, WA and has over 18 years of experience in the finance industry.

7
Timothy E. Iltz
CRD#: 3085547
222 Sw Columbia St, Suite 1400, Portland, OR 97201

Timothy Iltz (CRD# 3085547) is an Investment Advisor Representative working at Davidson Investment Advisors, Inc. in Portland, OR and has over 16 years of experience in the finance industry.

8
Christopher B. Johns
CRD#: 2340319
1550 Market Street, Suite 300, Denver, CO 80202

Christopher Johns (CRD# 2340319) is an Investment Advisor Representative working at Davidson Investment Advisors, Inc. in Denver, CO and has over 25 years of experience in the finance industry.

9
Heather E. Kubas
CRD#: 4595889
8 Third Street North, Great Falls, MT 59401

Heather Kubas (CRD# 4595889) is an Investment Advisor Representative working at Davidson Investment Advisors, Inc. in Great Falls, MT and has over 17 years of experience in the finance industry.

10
James D. Searles
CRD#: 724884
8 Third Street North, Great Falls, MT 59401

James Searles (CRD# 724884) is an Investment Advisor Representative working at Davidson Investment Advisors, Inc. in Great Falls, MT and has over 39 years of experience in the finance industry. James Searles has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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