D.A. Davidson Trust Services, Inc.
$18.1B reported client assets across 2 advisory firms in FY2025 annual amendments
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| D.A. Davidson & Co. | $17.3B | $41.8B | 41.4% | 12/19/2025 |
| Davidson Investment Advisors, Inc. | $760M | $5.2B | 14.6% | 12/15/2025 |
From Form ADV Schedule D 5.K.(3): custodians named at the 10%-of-SMA-assets threshold, with reported dollar amounts. "Share" is reported amount as a share of the firm's total regulatory AUM.