← Tributary

SALIENT ADVISORS, L.P.

DALLAS, TX · CRD 122833 · IAPD ↗ · westwoodfunds.com · 2147566900

$61.8MRegulatory AUM
68Advisory reps
95Employees
0Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

40
April 2026 — SALIENT ADVISORS, L.P. shrank from 76 to 68 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
63
April 2025 — SALIENT ADVISORS, L.P. grew from 68 to 76 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
40
April 2024 — SALIENT ADVISORS, L.P. added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
April 2024 — SALIENT ADVISORS, L.P. grew from 42 to 68 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.