Dunham Named Finalist in the 2026 Wealthies Competition

Three finalist nods span marketing leadership, thought leadership, and estate planning advisor support

SAN DIEGO--(BUSINESS WIRE)--Dunham & Associates Investment Counsel, Inc. (Dunham), an investment firm built for independent financial advisors by a former advisor, has been named a finalist in three categories of the 2026 Wealth Management Industry Awards, now known more simply as The Wealthies. Presented by Wealth Management, an Informa business publication serving financial professionals, The Wealthies recognizes organizations and individuals that support financial advisor success through leadership, service, and innovation. The 12th annual program received a record 1,392 nominations from 508 companies in 2026. Taken together, the nominations highlight Dunham’s approach to advisor support through leadership, original content, and practical education.

The selections, which span marketing leadership, thought leadership, and advisor support in estate planning, are as follows:

• Salvatore M. Capizzi, CEPA, CBDA, EVP and chief sales and marketing officer — Chief Marketing Officer of the Year, Asset Managers

• Adem Tumerkan, content editor at Dunham — Thought Leader of the Year, Asset Managers

• Dunham’s Estate Planning Education Platform — Advisor Service and Support, Estate Planning

Capizzi has helped shape how the firm communicates its services and resources to the advisor community, while also writing and publishing timely perspectives for advisors and other readers. Tumerkan’s work advances Dunham’s broader thought leadership strategy by identifying emerging market, economic and planning themes before they become widely discussed, developing original perspectives and translating them into clear, useful content that helps advisors anticipate change and lead more informed client conversations.

Dunham’s Estate Planning Education Platform extends that strategy into practical advisor education. Through resources, including the Dunham Trust Masterclass Series, the platform helps advisors explain complex estate planning topics and bring those discussions into broader planning conversations with clients.

The nominations come during a period of continued growth for Dunham. As of June 8, 2026, the firm and its affiliate had surpassed $8 billion in combined assets under administration (AUA).

“These three finalist selections reflect where Dunham is headed and the work our team is doing every day to support independent financial advisors,” said Capizzi. “Whether we are sharing timely ideas, making complex topics easier to understand, or building practical educational tools, our focus remains the same: We want to give advisors resources they can use to serve clients more effectively and build stronger relationships over time.”

Winners will be announced September 10, 2026, at the Wealth Management Industry Awards ceremony in New York City. Executives from Dunham will be in attendance.

ABOUT DUNHAM

Dunham & Associates Investment Counsel, Inc. is a San Diego-based Registered Investment Adviser (RIA) and Broker/Dealer with more than 40 years of experience serving independent financial advisors and RIAs. The firm's turn-key asset management platform (TAMP) provides access to institutional investment management, trust services through Dunham Trust, Wyoming-based private trust solutions through Dunham Private Trust, and a suite of proprietary mutual funds backed by a performance-aligned, fulcrum-fee model. To learn more, visit Dunham.com.

ABOUT THE WEALTH MANAGEMENT INDUSTRY AWARDS

The annual Wealth Management Industry Awards celebrate the companies, individuals and organizations that demonstrate outstanding achievement in support of financial advisor success. In evaluating entries, multiple factors were taken into consideration, including both quantitative measures, such as specific feature set, usage, potential, scope, scale, etc., along with qualitative measures such as innovation, creativity, new methods of deployment, etc. Compensation was not received from anyone in exchange for this nomination.

For more information on The Wealth Management Industry Awards, please visit https://informaconnect.com/wealth-management-industry-awards/

Dunham & Associates Investment Counsel, Inc. is a Registered Investment Adviser and Broker/Dealer. Member FINRA/SIPC. Advisory services and securities offered through Dunham & Associates Investment Counsel, Inc.

Trust services are offered through Dunham Trust, an affiliated entity.