AdvisorRanked
100
Clean

SALIENT ADVISORS, L.P.

200 CRESCENT COURT, DALLAS, TX 75201
Fiduciaryfee-onlySEC Registered
2147566900 HTTP://WWW.WESTWOODFUNDS.COM CRD #122833
$62M
Assets Managed
68
Clients
95
Employees
24
Years Active
since 2002

Compensation Model

% of Assets (AUM)
Hourly Fees
Fixed / Flat Fees
Commissions
Performance Fees

Compensation type disclosed on SEC Form ADV Item 5C. Filed 46112. Specific fee percentages are available in this firm's Form ADV Part 2A brochure at adviserinfo.sec.gov.

Conflict of Interest Analysis

Broker-Dealer Affiliated: No

No broker-dealer affiliation. Lower risk of commission-driven advice.

Insurance Licensed: No

Not insurance licensed. Cannot sell you annuity or insurance products directly.

Custody of Client Assets: No

Assets held at an independent custodian (e.g., Schwab, Fidelity, TD Ameritrade). This is the standard, lower-risk arrangement.

Proprietary Products: No

Uses only third-party investment products. No proprietary product conflicts.

Regulatory & Disciplinary History

Clean Record

No disciplinary events, regulatory actions, or customer complaints on file with the SEC or FINRA. This firm has maintained a spotless regulatory record for 24 years.

Firm Details

Legal NameSALIENT ADVISORS, L.P.
CRD Number#122833
SEC RegisteredYes
Registration Date2002-09-13
States RegisteredTX
Assets Under Management$62M
Number of Clients68
Employees95
Compensation Typefee-only
Last ADV Filing46112

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Frequently Asked Questions

Is SALIENT ADVISORS, L.P. a fiduciary?

Yes. SALIENT ADVISORS, L.P. is a registered investment adviser (RIA) with the SEC, which means they are legally required to act as a fiduciary — putting your interests ahead of their own.

How does SALIENT ADVISORS, L.P. charge clients?

SALIENT ADVISORS, L.P. uses a fee-only compensation model. Full fee details are in their Form ADV Part 2A brochure at adviserinfo.sec.gov.

Does SALIENT ADVISORS, L.P. have any complaints?

No. SALIENT ADVISORS, L.P. has zero complaints or disciplinary actions on file with the SEC or FINRA across 24 years of operation.

How does SALIENT ADVISORS, L.P. compare to other advisors in DALLAS?

SALIENT ADVISORS, L.P. has a Red Flag Score of 100/100. There are 293 registered advisory firms in DALLAS. Use our city page to compare firms side by side.

Where does this data come from?

All information is sourced from SEC Form ADV public filings (mandatory regulatory disclosures) and FINRA BrokerCheck records. Last updated: 2026-06-24. We do not accept payment from financial advisors.

Data source: SEC Form ADV (Parts 1 and 2A) filed with the Investment Adviser Registration Depository (IARD). Filing date: 46112. Last data refresh: 2026-06-24. AdvisorRanked does not verify the accuracy of SEC filings. This is not financial advice.