CRD: 110552
Davidson Investment Advisors, Inc.
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Request a Free TrialFirm Details
- Custodian
- First Clearing ยท US Bank
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 08-08-1975
- Office Locations
- 9
Office Locations
About Davidson Investment Advisors, Inc.
Davidson Investment Advisors, Inc. is a Great Falls-based RIA with 9 offices. The firm has been operating for 51 years. Managing $5.2B in total assets under management, with 13 advisory representatives. They custody assets with First Clearing and US Bank.
Reported data analysis
What the numbers show
Between December 20, 2024 and December 15, 2025, reported AUM increased 8.0%, from $4.8B to $5.2B.
Across 5 reported observations, AUM increased 108.9% between December 22, 2021 and December 15, 2025, from $2.5B to $5.2B.
Of the latest reported AUM, 99.3% is discretionary and 0.7% is non-discretionary.
The firm reports 13 advisory representatives and 4,407 clients, or 339 clients per representative. That equates to $1.2M in reported AUM per client.
The profile lists 9 reported office locations and 51 years in operation. The source data was last updated on December 15, 2025. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
EDWARD PATRICK CROTTY JR
DIRECTOR, Investment Advisor
- CRD
- #1913149
- Ownership
- Less than 5%
ANDREW IAN DAVIDSON
DIRECTOR, Investment Advisor, President
- CRD
- #2095600
- Ownership
- Less than 5%
Showing 2 of 4 owners & executives
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BRIAN PATRICK CLANCY
Portfolio Manager
- CRD
- #4873272
PAUL GILBERT CONDRAT
Portfolio Manager, Senior Vice President
- CRD
- #4807776
Showing 2 of 18 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,162,502,250 | $1,207,603 |
| Non-Discretionary | $37,668,120 | $285,365 |
| Total | $5,200,170,370 | $1,179,980 |
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Separately Managed Accounts
SMA allocation detail is available
Davidson Investment Advisors, Inc. has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Davidson Investment Advisors, Inc.'s 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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