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SEC data October 1, 2026
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SEC data October 1, 2026
Sign inYou’re seeing a preview. Members get every firm, every advisor and every filing.
Sign in or start freeEvery SEC-registered adviser, 17,210 firms, from Form ADV filings as of October 1, 2026.
5 firms manage $14B
| AUM trail | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1Westwood Management CorpDallas, TX | TX | $12B | −2.7% | 247 | $50M | 68 | Northern Trust; BNY; State Street; J.P. Morgan | |
| 2Westwood Wealth ManagementDallas, TX | TX | $750M | +17% | 452 | $2M | 14 | Charles Schwab; U.S. Bank; Fidelity Distributors Company | |
| 3The Salient Zarvona Energy Fund GP, L.P.Houston, TX | TX | $264M | −8.5% | 4 | $66M | 5 | – | |
| 4Broadmark Asset Management LLCDallas, TX | TX | $238M | −0.0% | 2 | $60M | 3 | R.J. O'brien Securities | |
| 5Salient Advisors, L.P.Dallas, TX | TX | $62M | −14% | 1 | $62M | 68 | – |