The CNBC FA 100 celebrates the advisory firms that top the list when it comes to offering a comprehensive service that helps clients navigate through their financial life.
FA 100

2. Dana Investment Advisors

Dana Investment Advisors, based in Waukesha, Wisconsin, is ranked No. 2 on the 2020 CNBC Financial Advisor 100 list. The firm ranked No. 3 on last year's CNBC FA 100 list.

Total AUM: $6.5B

Years in Business: 40

Accounts Under Management: 1,140

Previous appearances on FA 100 List: 1 (No. 3 in 2019)

Principals:

Mark Mirsberger, Chief Executive Officer

Joe Veranth, Chief Investment Officer

Contact:

danainvestment.com

20700 Swenson Drive, Suite 400, Waukesha, WI 53186

(262) 780-6094