Dunham Earns Three Finalist Honors in 2026 InvestmentNews Excellence Awards
Firm recognized for Asset Manager of the Year, Compliance Team of the Year, and Wholesaler of the Year
Dunham & Associates Investment Counsel, Inc. (“Dunham”), a San Diego-based asset management and trust services firm with more than 40 years asset management experience, has been named a finalist in three categories of the 2026 InvestmentNews Excellence Awards: the Prudential Advisors Award for Asset Manager of the Year, Back Office Support — Compliance Team of the Year, and Wholesaler of the Year for Regional Director Rob Pancrazi.
The InvestmentNews Excellence Awards recognize outstanding innovation and service across the financial advisory industry.
The Asset Manager of the Year category honors firms that demonstrate innovation, advisor education, and sustained commitment to the advisor channel. Dunham's recognition reflects a year of meaningful progress across investment performance, product development, and advisor support. Over the past 12 months, Dunham grew assets under management (AUM) and assets under administration (AUA) from $6.4 billion to $8.25 billion as of June 17, 2026, grew DunhamDC — a proprietary tactical investment overlay — and advanced a comprehensive retirement income framework designed to help advisors address the long-term impact of inflation on client portfolios.
