DAVIDSON INVESTMENT ADVISORS, INC.
CRD #110552 SEC #801-10883 GREAT FALLS, MT 406-727-6111
SEC Registered
Total AUM
$5.2B
Discretionary
$5.2B
Employees
31
Clients
0
Accounts
4,407
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $5.2B | $5.2B | $37.7M | 31 | 0 |
| Aug 2025 | $5B | $5B | $35M | 29 | 0 |
| Dec 2024 | $4.8B | $4.8B | $45.2M | 31 | 0 |
| Apr 2024 | $4.5B | $4.5B | $40.2M | 27 | 0 |
| Dec 2023 | $4B | $4B | $34.2M | 30 | 0 |
| Mar 2023 | $4B | $4B | $28.5M | 32 | 0 |
| Dec 2022 | $2.4B | $2.4B | $16.9M | 24 | 0 |
| Dec 2021 | $2.5B | $2.5B | $1.1M | 23 | 0 |
| Feb 2021 | $2B | $2B | $0 | 23 | 0 |
| Dec 2020 | $2B | $2B | $0 | 23 | 0 |
| Jun 2020 | $2B | $2B | $0 | 22 | 0 |
| Dec 2019 | $2B | $2B | $0 | 22 | 0 |
| Oct 2019 | $2B | $2B | $0 | 21 | 0 |
| Dec 2018 | $2B | $2B | $0 | 21 | 0 |
| May 2018 | $1.9B | $1.9B | $0 | 20 | 0 |
| Apr 2018 | $1.8B | $1.8B | $0 | 21 | 0 |
| Dec 2017 | $1.8B | $1.8B | $0 | 21 | 0 |
| Jun 2017 | $1.7B | $1.7B | $0 | 20 | 1,800 |
| Dec 2016 | $1.7B | $1.7B | $0 | 20 | 1,800 |
| Apr 2016 | $1.6B | $1.6B | $0 | 22 | 1,900 |
| Dec 2015 | $1.8B | $1.8B | $0 | 22 | 2,100 |
| May 2015 | $1.9B | $1.9B | $0 | 24 | 1,800 |
| Jan 2015 | $1.2B | $1.2B | $0 | 16 | 1,200 |
| Dec 2014 | $1.2B | $1.2B | $0 | 16 | 1,200 |
| Dec 2013 | $1.1B | $1.1B | $4.9M | 15 | 1,600 |
| Jun 2013 | $1.1B | $1.1B | $4.9M | 15 | 1,800 |
| Jun 2013 | $1.1B | $1.1B | $4.9M | 15 | 1,800 |
| Feb 2013 | $1.1B | $1.1B | $10.7M | 13 | 1,800 |
| Dec 2012 | $1.1B | $1.1B | $10.7M | 13 | 1,800 |
| Apr 2012 | $1.1B | $1.1B | $5.9M | 11 | 1,900 |
| Dec 2011 | $1B | $1B | $4.6M | 11 | 1,900 |
| Feb 2011 | $1.1B | $1.1B | $4.6M | -- | -- |
| Jan 2011 | $1.1B | $1.1B | $4.6M | -- | -- |
| Aug 2010 | $985.7M | $950.6M | $35.1M | -- | -- |
| Dec 2007 | $1B | $976M | $41.3M | -- | -- |
| Feb 2007 | $919.5M | $874.5M | $45M | -- | -- |
| Dec 2006 | $919.5M | $874.5M | $45M | -- | -- |
| Mar 2006 | $956.5M | $853.5M | $103.1M | 10 | -- |
| Dec 2005 | $956.5M | $853.5M | $103.1M | 10 | -- |
| Jan 2005 | $1B | $993.6M | $10.4M | 10 | -- |
| Dec 2004 | $1B | $993.6M | $10.4M | 10 | -- |
| Sep 2004 | $959.8M | $949.7M | $10.1M | 10 | -- |
| Apr 2004 | $962.2M | $911.6M | $50.6M | 10 | -- |
| Dec 2003 | $866M | $846.2M | $19.8M | 10 | -- |
DateDec 2025
Total AUM$5.2B
Discretionary$5.2B
Non-Disc.$37.7M
Employees31
Clients0
DateAug 2025
Total AUM$5B
Discretionary$5B
Non-Disc.$35M
Employees29
Clients0
DateDec 2024
Total AUM$4.8B
Discretionary$4.8B
Non-Disc.$45.2M
Employees31
Clients0
DateApr 2024
Total AUM$4.5B
Discretionary$4.5B
Non-Disc.$40.2M
Employees27
Clients0
DateDec 2023
Total AUM$4B
Discretionary$4B
Non-Disc.$34.2M
Employees30
Clients0
DateMar 2023
Total AUM$4B
Discretionary$4B
Non-Disc.$28.5M
Employees32
Clients0
DateDec 2022
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$16.9M
Employees24
Clients0
DateDec 2021
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$1.1M
Employees23
Clients0
DateFeb 2021
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees23
Clients0
DateDec 2020
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees23
Clients0
DateJun 2020
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees22
Clients0
DateDec 2019
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees22
Clients0
DateOct 2019
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees21
Clients0
DateDec 2018
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees21
Clients0
DateMay 2018
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees20
Clients0
DateApr 2018
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees21
Clients0
DateDec 2017
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees21
Clients0
DateJun 2017
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees20
Clients1,800
DateDec 2016
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees20
Clients1,800
DateApr 2016
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees22
Clients1,900
DateDec 2015
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees22
Clients2,100
DateMay 2015
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees24
Clients1,800
DateJan 2015
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees16
Clients1,200
DateDec 2014
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees16
Clients1,200
DateDec 2013
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$4.9M
Employees15
Clients1,600
DateJun 2013
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$4.9M
Employees15
Clients1,800
DateJun 2013
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$4.9M
Employees15
Clients1,800
DateFeb 2013
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$10.7M
Employees13
Clients1,800
DateDec 2012
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$10.7M
Employees13
Clients1,800
DateApr 2012
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$5.9M
Employees11
Clients1,900
DateDec 2011
Total AUM$1B
Discretionary$1B
Non-Disc.$4.6M
Employees11
Clients1,900
DateFeb 2011
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$4.6M
Employees--
Clients--
DateJan 2011
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$4.6M
Employees--
Clients--
DateAug 2010
Total AUM$985.7M
Discretionary$950.6M
Non-Disc.$35.1M
Employees--
Clients--
DateDec 2007
Total AUM$1B
Discretionary$976M
Non-Disc.$41.3M
Employees--
Clients--
DateFeb 2007
Total AUM$919.5M
Discretionary$874.5M
Non-Disc.$45M
Employees--
Clients--
DateDec 2006
Total AUM$919.5M
Discretionary$874.5M
Non-Disc.$45M
Employees--
Clients--
DateMar 2006
Total AUM$956.5M
Discretionary$853.5M
Non-Disc.$103.1M
Employees10
Clients--
DateDec 2005
Total AUM$956.5M
Discretionary$853.5M
Non-Disc.$103.1M
Employees10
Clients--
DateJan 2005
Total AUM$1B
Discretionary$993.6M
Non-Disc.$10.4M
Employees10
Clients--
DateDec 2004
Total AUM$1B
Discretionary$993.6M
Non-Disc.$10.4M
Employees10
Clients--
DateSep 2004
Total AUM$959.8M
Discretionary$949.7M
Non-Disc.$10.1M
Employees10
Clients--
DateApr 2004
Total AUM$962.2M
Discretionary$911.6M
Non-Disc.$50.6M
Employees10
Clients--
DateDec 2003
Total AUM$866M
Discretionary$846.2M
Non-Disc.$19.8M
Employees10
Clients--