Dana Investment Advisors INC
Waukesha, WI·SEC-registered · CRD #105879
Dana Investment Advisors INC is an SEC-registered investment advisory firm in Waukesha, WI managing $6.1B across 4.0k client accounts, with 28 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$6.1B
Client accounts
4.0k
Advisory staff
28
Fee model
Fee-based
How Dana Investment Advisors INC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Dana Investment Advisors INC
How much does Dana Investment Advisors INC manage?
Per its most recent SEC Form ADV filing (03/24/2026), Dana Investment Advisors INC reports $6.1B in regulatory assets under management across roughly 4.0k client accounts.
How does Dana Investment Advisors INC charge?
Dana Investment Advisors INC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Dana Investment Advisors INC a fiduciary?
Yes. Dana Investment Advisors INC is registered with the U.S. Securities and Exchange Commission (CRD #105879), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Dana Investment Advisors INC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Dana Investment Advisors INC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Waukesha, WI
Profile compiled from Dana Investment Advisors INC's public SEC Form ADV filing (CRD #105879, filed 03/24/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Dana Investment Advisors INC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Dana Investment Advisors INC? Claim this profile.