The CNBC FA 100 celebrated the advisory firms that topped the list in 2024 when it came to offering a comprehensive service that helped clients navigate through their financial lives.
2024 Financial Advisor 100

4. Dana Investment Advisors

CNBC.com staff@CNBC
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Dana Investment Advisors, based in Waukesha, Wisconsin, is ranked No. 4 on the 2024 CNBC Financial Advisor 100 list. The firm also appeared on last year's FA 100 list.

Total AUM: $8.2B

Years in Business: 44

Accounts Under Management: 1,526

Previous appearances on FA 100 List: 5 (No. 5 in 2023)

Principals:

Mark Mirsberger, Chief Executive Officer

Joe Veranth, Chief Investment Officer

Michael Stewart, Chief Compliance Officer

Contact:

danainvestment.com

20700 Swenson Drive, Suite 400, Waukesha, WI 53186

(262) 782-3631

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