Friday, October 23, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe

Financial ADVSR advisor directory · SEC adviser records

Dunham financial advisors in California

Every SEC-registered investment adviser representative at a Dunham office in California, by city and A to Z.

27 registered advisors work at Dunham in California, out of 29 nationwide; it's the firm's number 1 state by advisors, and the most are in San Diego (27). 2 list the CFP designation and 25 are also registered broker representatives.

Dunham advisors by city in California

Every firm in California →

San Diego 27

Dunham advisors in California, A to Z

Search by name →

Questions

How many Dunham financial advisors are in California?

27 investment adviser representatives are registered at Dunham offices in California, according to the SEC's Investment Adviser Public Disclosure records, out of 29 at the firm nationwide. 2 list the CFP designation and 25 are also registered as broker representatives.

Where in California does Dunham have the most advisors?

San Diego, with 27. Dunham has advisors in 1 city in California.

How do I check a Dunham advisor in California?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Dunham office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.