Institutional Research

Insightful analysis. Actionable recommendations.

Experience and Expertise



20 plus




Investment-Oriented Research

Our mission is to provide our investing clients timely and appropriate investment ideas, supported by thorough analysis. Recommendations and communications are provided via written research reports and direct contact. D.A. Davidson regularly hosts conferences, tours and events providing our clients with unique insights into company fundamentals and industry trends.

Selected Focus

Our research is focused on companies in selected industries, where we have analytical advantages, including proximity, industry expertise and/or experience. We offer differentiated research based on industry and company analysis in context with valuation. Our goal is to identify factors that will drive values and create investment opportunities.

High Ethical Standards

Our strict adherence to a rigid code of practice places our investing clients’ interests above all else.

Award-Winning Performance

The professionals of D.A. Davidson’s Institutional Equity Research team perform at the top of the industry, and have received numerous awards and commendations including:

starmine forbes thomson reuters wall street journal financial times institutional investor

Get in touch with us

To learn more about D.A. Davidson Institutional Research, please contact us.



Tom Diffely

Managing Director,
Director of Research
(503) 603-3049
[email protected]