DANA INVESTMENT ADVISORS INC
SEC RegisteredAn Asset Management Firm Guiding Investors Through Ever-Changing Market Environments Since 1980.
About the firm
Dana Investment is an asset management firm that has been guiding investors through ever-changing market environments since 1980.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Equity Strategies, Fixed Income Strategies, Wealth Management
Who they serve
Investors
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 620 | $321M |
| High Net Worth Individuals | 710 | $1.9B |
| Investment Companies | 1 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 41 | $717M |
| State/Municipal Entities | 68 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 11 | — |
| Corporations | 0 | $0 |
38 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
26 advisors in the directory
Regulatory & compliance
Data as of March 24, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. DANA INVESTMENT ADVISORS INC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.