Davidson Investment Advisors, Inc.

Davidson Investment Advisors, Inc. (CRD# 110552) is a financial advisory firm headquartered in Great Falls, MT. They manage $1,568,355,417 in 1,885 accounts and serve the financial needs of clients across 31 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,568
    MILLION
  • Total Number of Accounts
    1,885
    ACCOUNTS
  • Average Account Value
    $832,019
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, CT, DE, FL, HI, IA, ID, IL, MA, MD, MN, MT, NC, ND, NE, NJ, NV, NY, OH, OK, OR, PA, SD, TX, UT, VA, WA, WI

Financial Advisors at Davidson Investment Advisors, Inc.
Showing 1 - 10 of 12 top financial advisors.
1
Paul G. Condrat
CRD#: 4807776
701 5th Avenue, Suite 4050, Seattle, WA 98104
96
Wealthminder
score

Paul Condrat (CRD# 4807776) is an Investment Advisor Representative working at Davidson Investment Advisors, Inc. in Seattle, WA and has over 13 years of experience in the finance industry.

2
Louis G. Dilello
CRD#: 3134878
529 East Main Street, Bozeman, MT 59715
96
Wealthminder
score

Louis Dilello (CRD# 3134878) is an Investment Advisor Representative working at Davidson Investment Advisors, Inc. in Bozeman, MT and has over 18 years of experience in the finance industry.

3
Heather E. Kubas
CRD#: 4595889
8 Third Street North, Great Falls, MT 59401
96
Wealthminder
score

Heather Kubas (CRD# 4595889) is an Investment Advisor Representative working at Davidson Investment Advisors, Inc. in Great Falls, MT and has over 15 years of experience in the finance industry.

4
James D. Searles
CRD#: 724884
8 Third Street North, Great Falls, MT 59401
96
Wealthminder
score

James Searles (CRD# 724884) is an Investment Advisor Representative working at Davidson Investment Advisors, Inc. in Great Falls, MT and has over 36 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.

5
Terence Anderson
CRD#: 2583377
221 N. Wall Street, Spokane, WA 99201
93
Wealthminder
score

Terence Anderson (CRD# 2583377) is an Investment Advisor Representative working at Davidson Investment Advisors, Inc. in Spokane, WA and has over 22 years of experience in the finance industry.

6
Stephen M. Frahm
CRD#: 2763727
701 5th Avenue, Suite 4050, Seattle, WA 98104
93
Wealthminder
score

Stephen Frahm (CRD# 2763727) is an Investment Advisor Representative working at Davidson Investment Advisors, Inc. in Seattle, WA and has over 21 years of experience in the finance industry.

7
William J. Holevoet
CRD#: 2430461
701 5th Ave, Suite 4050, Seattle, WA 98104
93
Wealthminder
score

William Holevoet (CRD# 2430461) is an Investment Advisor Representative working at Davidson Investment Advisors, Inc. in Seattle, WA and has over 15 years of experience in the finance industry.

8
Christopher B. Johns
CRD#: 2340319
1550 Market Street, Suite 300, Denver, CO 80202
93
Wealthminder
score

Christopher Johns (CRD# 2340319) is an Investment Advisor Representative working at Davidson Investment Advisors, Inc. in Denver, CO and has over 22 years of experience in the finance industry.

9
Brian P. Clancy
CRD#: 4873272
701 Fifth Avenue, Suite 4050, Seattle, WA 98104
90
Wealthminder
score

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.

10
Robert F. Kern
CRD#: 6184599
701 5th Avenue, Suite 4050, Seattle, WA 98104
90
Wealthminder
score

Robert Kern (CRD# 6184599) is an Investment Advisor Representative working at Davidson Investment Advisors, Inc. in Seattle, WA and has 1 year of experience in the finance industry.

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