DANA INVESTMENT ADVISORS INC
CRD #105879 SEC #801-14828 WAUKESHA, WI 262-782-3631
SEC Registered
Total AUM
$5.8B
Discretionary
$5.2B
Employees
62
Clients
--
Accounts
3,699
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $5.8B | $5.2B | $568.3M | 62 | 35 |
| Mar 2024 | $4.5B | $4B | $542M | 61 | 35 |
| Mar 2023 | $4.4B | $3.8B | $597M | 53 | 28 |
| Mar 2022 | $4.6B | $4.1B | $555.7M | 47 | 29 |
| Mar 2021 | $4.8B | $4.3B | $434.2M | 46 | 29 |
| Jun 2020 | $4.5B | $4.1B | $458.1M | 45 | 26 |
| Mar 2020 | $4.5B | $4.1B | $458.1M | 45 | 26 |
| Mar 2019 | $5.2B | $4.7B | $466.8M | 44 | 23 |
| Mar 2018 | $4.9B | $4.4B | $433.4M | 43 | 20 |
| Mar 2017 | $7.2B | $4.3B | $2.8B | 43 | 2,000 |
| Mar 2016 | $6.6B | $4B | $2.6B | 42 | 1,957 |
| May 2015 | $5.5B | $3.6B | $1.9B | 39 | 1,700 |
| Mar 2015 | $3.6B | $3.6B | $1.9M | 39 | 1,700 |
| Mar 2014 | $4.5B | $3.2B | $1.3B | 38 | 1,200 |
| Mar 2013 | $3.6B | $3.1B | $479.9M | 35 | 2,500 |
| Mar 2012 | $3.7B | $3.2B | $464.1M | 11 | 1,800 |
| Mar 2011 | $2.7B | $2.3B | $476.4M | -- | -- |
| Dec 2010 | $2.7B | $2.3B | $412.9M | -- | -- |
| Dec 2010 | $2.7B | $2.3B | $412.9M | -- | -- |
| Mar 2008 | $2.8B | $2.5B | $336.5M | -- | -- |
| Mar 2007 | $2.8B | $2.5B | $326.1M | -- | -- |
| Jun 2004 | $2.2B | $1.6B | $625.4M | -- | -- |
| Jun 2004 | $2.2B | $1.6B | $625.4M | -- | -- |
| Jun 2004 | $2.2B | $1.6B | $625.4M | -- | -- |
| Sep 2001 | $1.8B | $1.5B | $278.2M | -- | -- |
DateMar 2025
Total AUM$5.8B
Discretionary$5.2B
Non-Disc.$568.3M
Employees62
Clients35
DateMar 2024
Total AUM$4.5B
Discretionary$4B
Non-Disc.$542M
Employees61
Clients35
DateMar 2023
Total AUM$4.4B
Discretionary$3.8B
Non-Disc.$597M
Employees53
Clients28
DateMar 2022
Total AUM$4.6B
Discretionary$4.1B
Non-Disc.$555.7M
Employees47
Clients29
DateMar 2021
Total AUM$4.8B
Discretionary$4.3B
Non-Disc.$434.2M
Employees46
Clients29
DateJun 2020
Total AUM$4.5B
Discretionary$4.1B
Non-Disc.$458.1M
Employees45
Clients26
DateMar 2020
Total AUM$4.5B
Discretionary$4.1B
Non-Disc.$458.1M
Employees45
Clients26
DateMar 2019
Total AUM$5.2B
Discretionary$4.7B
Non-Disc.$466.8M
Employees44
Clients23
DateMar 2018
Total AUM$4.9B
Discretionary$4.4B
Non-Disc.$433.4M
Employees43
Clients20
DateMar 2017
Total AUM$7.2B
Discretionary$4.3B
Non-Disc.$2.8B
Employees43
Clients2,000
DateMar 2016
Total AUM$6.6B
Discretionary$4B
Non-Disc.$2.6B
Employees42
Clients1,957
DateMay 2015
Total AUM$5.5B
Discretionary$3.6B
Non-Disc.$1.9B
Employees39
Clients1,700
DateMar 2015
Total AUM$3.6B
Discretionary$3.6B
Non-Disc.$1.9M
Employees39
Clients1,700
DateMar 2014
Total AUM$4.5B
Discretionary$3.2B
Non-Disc.$1.3B
Employees38
Clients1,200
DateMar 2013
Total AUM$3.6B
Discretionary$3.1B
Non-Disc.$479.9M
Employees35
Clients2,500
DateMar 2012
Total AUM$3.7B
Discretionary$3.2B
Non-Disc.$464.1M
Employees11
Clients1,800
DateMar 2011
Total AUM$2.7B
Discretionary$2.3B
Non-Disc.$476.4M
Employees--
Clients--
DateDec 2010
Total AUM$2.7B
Discretionary$2.3B
Non-Disc.$412.9M
Employees--
Clients--
DateDec 2010
Total AUM$2.7B
Discretionary$2.3B
Non-Disc.$412.9M
Employees--
Clients--
DateMar 2008
Total AUM$2.8B
Discretionary$2.5B
Non-Disc.$336.5M
Employees--
Clients--
DateMar 2007
Total AUM$2.8B
Discretionary$2.5B
Non-Disc.$326.1M
Employees--
Clients--
DateJun 2004
Total AUM$2.2B
Discretionary$1.6B
Non-Disc.$625.4M
Employees--
Clients--
DateJun 2004
Total AUM$2.2B
Discretionary$1.6B
Non-Disc.$625.4M
Employees--
Clients--
DateJun 2004
Total AUM$2.2B
Discretionary$1.6B
Non-Disc.$625.4M
Employees--
Clients--
DateSep 2001
Total AUM$1.8B
Discretionary$1.5B
Non-Disc.$278.2M
Employees--
Clients--