Wirehouses, Banks & BDs · Traditional channel
D.A. Davidson
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- Website
- dadavidson.com
- Regulator record
- D.A. DAVIDSON & CO. (FINRA)
Recorded arrivals
0
Teams and practices joining in 2026
Recorded departures
4
Teams and practices leaving in 2026
Arrival assets
—
Reported practice assets · 0 of 0 disclosed
Departure assets
$1.7B
Reported practice assets · 4 of 4 disclosed
Arrivals and departures are counted separately, not netted.
Monthly arrivals by origin category
Where arriving teams came from, by month
Wirehouses, Banks & BDsRIAIndependent Broker-Dealer
Arrivals came from
Origin firms, by number of teams
No recorded arrivals in 2026.
Departures went to
Destination firms, by number of teams
Arrivals 0
Teams joining D.A. Davidson in 2026. Open a team for its source record.
No recorded arrivals in 2026.
Departures 4
Teams leaving D.A. Davidson in 2026.
| Date | Pattern | Team / advisor(s) | To | Reported assets | Source |
|---|---|---|---|---|---|
| Sep 22 | Lateral | Christy GatienBellevue, WA | BairdWirehouses, Banks & BDs | $300M | Press Release |
| May 27 | Breakaway | Soundview Wealth ManagementSeattle, WA | LPL FinancialIndependent Broker-Dealer | $600M | InvestmentNews |
| May 27 | Lateral | Thomas ConwayKirkland, WA | Raymond James & AssociatesWirehouses, Banks & BDs | $182M | Press Release |
| Mar 12 | Breakaway | Legacy Ridge Private WealthSheridan, WY | LPL FinancialIndependent Broker-Dealer | $600M | Press Release |
Data through October 31, 2026. See the methodology for how transactions, assets and sources are defined.