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NEXPOINT ADVISORS, L.P.

DALLAS, TX · CRD 163564 · IAPD ↗ · 214-276-6300

$131.2MRegulatory AUM
13Advisory reps
67Employees
0Clients
0Planning clients
0Private funds
1States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

35
April 2026 — NEXPOINT ADVISORS, L.P. reported RAUM down 28% ($182.0M -> $131.2M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
40
April 2026 — NEXPOINT ADVISORS, L.P. shrank from 22 to 13 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
59
April 2025 — NEXPOINT ADVISORS, L.P. grew from 18 to 22 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
April 2024 — NEXPOINT ADVISORS, L.P. reported RAUM up 51% ($116.0M -> $174.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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