Client-First Commitment: Your Practice, Our Priority

We recognize that the success of your practice stems from your efforts. Equally, we acknowledge the significance of robust support in your endeavors. We extend an invitation for you to discover the robustness of our platform. Our advisors relish the autonomy, direct engagement with senior leadership, and collaboration with an organization that prioritizes your clients above all else.

What Advisors Are Saying About D.A. Davidson

Why I Chose D.A. Davidson
Recent Team Transition
Our Advisor Culture

We Have the Resources You Need

Products to Meet
Clients Needs

Everyone offers the products but we also provide the partnership of resources you deserve. From experts in wealth planning to trust and client business transition professionals to asset management, we are ready to meet your most sophisticated client needs.

Practice Management &
Professional Development

Whether you are looking to expand your business or manage it more efficiently, our professional trainers and coaches provide you with the tools to excel. We offer training for advisors and support staff that is tailored toward your goals.

The Strength of Giving

Just as we work to improve our clients’ financial well-being, we also work to strengthen local communities. Whether it is our firm-wide D.A. Davidson Day or the good work of our regional giving committees, giving back is one of our core values.

The Succession Planning

You are there for your clients’ key life moments, and we are there for you. When you are ready to retire, we will help you with your plan and provide you guidance for your legacy and protection of your loved ones.

Our Capital is Human

We have the programs, resources and benefits to help you and your staff stay happy, healthy and advance everyone’s professional development.

Connect With Us

When considering a move, hearing from your peers can be extremely helpful. Connect with a D.A. Davidson advisor that has recently moved from your firm for a confidential one-on-one conversation.

Fill out the form for more information. Your personal information will be kept strictly confidential. You will be contacted by the Advisor Recruit Coordinator to learn more about your business and connect you with a recently hired advisor.

You can also contact the Advisor Recruit Coordinator directly at: 206-389-8035 or [email protected]

  • *
  • *
  • *
  • *

Recruit Experiences

Hilary Kosloske, CWS®

Winston-Salem, NC
From Day 1 of my transition, I felt a recharge and renewal of what I love to do – serving my clients and having a firm behind me that I am proud to represent. The transition team, both on-site and remote, provided tremendous support and guidance to help ease the stress before and during the process. D.A. Davidson’s leadership team in particular committed their time and interest in welcoming us and ensuring we had a smooth transition.

Ky McCarty

Colorado Springs, CO
Adopting Envestnet and UMA have been really key to our team’s practice. We actually get feedback from our clients about how much better they feel their portfolio is managed and performing since transferring with us. The CRM continues to evolve and improve. We are asked often by clients and friends if we are still glad we made the move to D.A. Davidson; our response is consistently, “We love it here and probably should have done it sooner.”

Cheryl Squier

Grand Junction, CO
We found a firm that not only offers our clients the services and solutions they need, but one that is committed to the local market and our office. Our team also discovered the earnest intent by management to foster an enjoyable and supported workplace. The corporate culture is unmatched, and personal growth is encouraged as much as book/revenue growth.

Carlos Alcaine

Roseville, CA
When moving firms, I expected a firm with solid core values, exceptional financial strength, superior service platforms, and extraordinary people to put together an unbeatable array of services for my clients and for myself. What I found was well beyond what I expected. D.A. Davidson is a responsive and forward-thinking firm. They have the resources, vision for where our industry is going, and the personal touch that you won’t find at the larger impersonal firms.

Sean Hegarty, CFP®

Austin, TX
My senior partner and I were looking for a firm that had an entrepreneurial and creative culture. D.A. Davidson has worked with us to support our growth strategies with external partners, and it has made a difference to our practice. It is great to work with a firm that doesn’t start with “no” but rather asks questions and works to solve problems.
D.A. Davidson Lewistown office

Ready to Make a Change?

If you are considering the next step in your career and would like to have a confidential discussion, please contact Michael Purpura, President of Wealth Management, at (206) 389-8011 or talk with one of our Regional Directors.

Joely Meighan

Regional Director
Pacific Northwest Region

(206) 389-4075

[email protected]

Chris Barone

Regional Director
Rocky Mountain Region

(406) 751-5827

[email protected]

map of what states each regional director oversees