Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

Westwood Management Corp. financial advisors

Every SEC-registered investment adviser representative at Westwood Management Corp., by the state and city of the office they work from.

13 registered advisors work at Westwood Management Corp., in 4 states and 5 cities; the most are in Dallas, TX (7). 0 list the CFP designation and 13 are also registered broker representatives.

Search every Westwood Management Corp. advisor by name →Who joined and left Westwood Management Corp. →Westwood Management Corp.: assets, clients and custodians →

Cities with the most Westwood Management Corp. advisors

Dallas, TX 7Houston, TX 3Crown Point, IN 1Newtown, PA 1Westport, CT 1

Westwood Management Corp. advisors by state

Westwood Management Corp. in Texas 10

Dallas 7Houston 3

Westwood Management Corp. in Connecticut 1

Westport 1

Westwood Management Corp. in Indiana 1

Crown Point 1

Westwood Management Corp. in Pennsylvania 1

Newtown 1

Questions

How many financial advisors does Westwood Management Corp. have?

13 investment adviser representatives are registered with Westwood Management Corp., according to the SEC's Investment Adviser Public Disclosure records, in 4 states and 5 cities. 0 list the CFP designation and 13 are also registered as broker representatives.

Where does Westwood Management Corp. have the most advisors?

Dallas, TX, with 7 registered advisors, then Houston, TX (3). By state, Texas has the most, with 10.

How do I find a Westwood Management Corp. financial advisor near me?

Pick your state below, then your city, to see every Westwood Management Corp. advisor registered at an office there. Each one links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. An advisor registered at Westwood Management Corp. offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →