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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 09-21-1979
- Office Locations
- 7
Office Locations
About Dana Investment Advisors INC
Dana Investment Advisors is an independent, employee-owned asset manager (founded 1980) providing actively managed U.S. equity and fixed income strategies for corporations, endowments, foundations, family offices and individuals. Known for risk-controlled, sector-neutral portfolio construction and a repeatable process combining quantitative modeling with fundamental research, including large-cap equity and an ESG small-cap equity fund, with an emphasis on responsive, personal client service.
Reported data analysis
What the numbers show
Between March 28, 2025 and March 24, 2026, reported AUM increased 5.5%, from $5.8B to $6.1B.
Across 5 reported observations, AUM increased 30.8% between March 30, 2022 and March 24, 2026, from $4.6B to $6.1B.
Of the latest reported AUM, 90.9% is discretionary and 9.1% is non-discretionary.
The firm reports 28 advisory representatives and 2,328 clients, or 83.1 clients per representative. That equates to $2.6M in reported AUM per client.
The profile lists 7 reported office locations and 46 years in operation. The source data was last updated on March 24, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Dana Investment Advisors INC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
MARK RICHARD MIRSBERGER
Chief Executive Officer, Chief Operating Officer, TREASURER
- CRD
- #3155055
- Ownership
- 25% but less than 50%
JEROME JOSEPH VERANTH
Chief Investment Officer, EXECUTIVE VICE PRESIDENT
- CRD
- #4343874
- Ownership
- 10% but less than 25%
Showing 2 of 25 owners & executives
Unlock allContacts
ROCCO JOSEPH FIORDELISI III
Vice President
- CRD
- #1889128
SHANE DAVID MORRIS
Financial Advisor, General Partner
- CRD
- #2986462
Showing 2 of 28 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,520,702,623 | $1,408,343 |
| Non-Discretionary | $555,819,764 | $9,420,674 |
| Total | $6,076,522,387 | $1,527,148 |
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Separately Managed Accounts
SMA allocation detail is available
Dana Investment Advisors INC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q1 2026
Review the latest reported holdings
Dana Investment Advisors INC's 13F holdings detail is available for Q1 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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