Wealth Manager
    SEC Registered

    Dana Investment Advisors Inc

    Registered investment advisor · Waukesha, Wisconsin · CRD #105879

    Assets Under Management
    $6.1B
    Client Accounts
    3,979
    Employees
    60
    CRD Number
    105879
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc., Ubs Financial Services Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Dana Investment Advisors Inc

    Dana Investment Advisors is an independent, employee-owned asset management firm based in Brookfield, Wisconsin. Founded in 1980, the firm specializes in actively managed U.S. equity, fixed income, and ESG strategies. Dana focuses on delivering consistent excess returns while managing risk through a disciplined investment process that includes security selection and quantitative analysis. The firm emphasizes a strong family culture and core values such as trust, integrity, and stewardship. Dana

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Dana Investment Advisors Inc

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    Frequently Asked Questions

    What is Dana Investment Advisors Inc's AUM?

    Dana Investment Advisors Inc reports approximately $6.1B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Dana Investment Advisors Inc headquartered?

    Dana Investment Advisors Inc is headquartered in Waukesha, Wisconsin.

    What is Dana Investment Advisors Inc's CRD number?

    Dana Investment Advisors Inc's CRD number is 105879. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Dana Investment Advisors Inc manage?

    Dana Investment Advisors Inc manages approximately 3,979 client accounts according to its latest SEC filing.

    Is Dana Investment Advisors Inc SEC registered?

    Yes, Dana Investment Advisors Inc is registered with the SEC as an investment adviser with an approved registration status.

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