Davidson Investment Advisors, Inc.

Davidson Investment Advisors, Inc. (CRD# 110552) is a financial advisory firm headquartered in Great Falls, MT. They manage $4,039,159,853 in 3,906 accounts and serve the financial needs of clients across 38 states (or territories).

By the Numbers
  • Total Assets Under Management
    4,039
    MILLION
  • Total Number of Accounts
    3,906
    ACCOUNTS
  • Average Account Value
    $1,034,091
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
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Davidson Investment Advisors, Inc.
Showing 1 - 10 of 15 top financial advisors.
1
Benjamin T. Bishop
CRD#: 6140952
1802 Bayberry Ct, Suite 202, Richmond, VA 23226

Benjamin Bishop (CRD# 6140952) is an Investment Advisor Representative working at Davidson Investment Advisors, Inc. in Richmond, VA and has over 10 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 19 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 27 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 5 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 22 years of experience in the finance industry.

7
Michael L. Hoover
CRD#: 1721258
1802 Bayberry Ct, Suite 202, Richmond, VA 23226

Michael Hoover (CRD# 1721258) is an Investment Advisor Representative working at Davidson Investment Advisors, Inc. in Richmond, VA and has over 35 years of experience in the finance industry.

8
Edwin B. Horner
CRD#: 501960
1802 Bayberry Ct, Suite 202, Richmond, VA 23226

Edwin Horner (CRD# 501960) is an Investment Advisor Representative working at Davidson Investment Advisors, Inc. in Richmond, VA and has over 37 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 21 years of experience in the finance industry.

10
Cheryl L. Page
CRD#: 2211041
1802 Bayberry Ct, Suite 202, Richmond, VA 23226

Cheryl Page (CRD# 2211041) is an Investment Advisor Representative working at Davidson Investment Advisors, Inc. in Richmond, VA and has over 31 years of experience in the finance industry. Cheryl Page 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.

1 2 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.