A complete list of active advisors currently associated with Dunham

Warmer can help you find a great advisor at Dunham or one who fits your needs even better.

Dunham is an SEC‑registered investment adviser and broker‑dealer that offers a range of wealth management services to individual investors and pooled investment vehicles. The firm sponsors a family of proprietary Dunham mutual funds, operates two wrap programs, manages separately managed accounts, provides investment consulting, and acts as adviser to a private investment partnership. The firm’s investment approach centers on asset‑allocation and a manager‑of‑managers framework, with portfolio decisions made by an investment committee and sub‑advisers for underlying funds. Dunham also offers a proprietary, algorithmic rebalancing program (DunhamDC) and a retirement income framework (DRIP) to implement systematic rebalancing and multi‑year allocation planning for client portfolios. What distinguishes Dunham from many peers is its combination of retail and more institutional‑style activities: it operates an affiliated trust company that provides custodial and trust services and bank sweep arrangements, is dually registered as a broker‑dealer, and sponsors a private fund (Dunham VIP Ventures L.P.) that uses incentive allocations and layered investments. The firm reports roughly $5.6 billion in AUM and a client base of about 12,774 served by 31 advisors — a client‑per‑advisor ratio that is well above typical multi‑team peers — and its brochure discloses relationships and product features (performance‑based fee options, affiliated vehicles, and cash sweep/lending programs) that point to more complex, cross‑affiliate arrangements than most firms in its category.

To learn more about the advisors currently working at Dunham, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.