bank

Frost Investment Services

SAN ANTONIO, TX

CRD: 286129

In PWD coverage since August 31, 2026 · 16+ stories

$3.7BRegulatory AUMSEC Form ADV · Sep 26

177EmployeesForm ADV

Regulatory AUM · Sep 5 – Sep 26

PWD coverage

Data

OpenArc Corporate Advisory tops 30-day tally, ahead of UBS

The corporate advisory firm was named in 109 events; UBS logged 105 and RFG Advisory 95, while the industry recorded 2,308 advisor moves and 757 deal announcements.

Data · Oct 3Advisor moves hit 2,555 in 30 days, outpacing 336 fund launches

Data · Oct 22,413 advisors changed firms in 30 days; 22 custody relationships changed hands

Moves · Sep 30Ten UBS advisors re-register at Frost Investment Services in 21 days

Data · Sep 30MissionSquare's two arms log 190 advisor moves in one month

advisor_note · Sep 28Modern Wealth logs six advisor moves and a four-advisor liftout in one day

the_wrap · Sep 28Frost and LPL recruit UBS and Raymond James advisor teams

the_wrap · Sep 28Tavarez, Barnett & Steen leave UBS for Frost Investment Services

the_tape · Sep 28Frost, LPL, Modern Wealth, Merit and Keen add advisors in late September

the_wrap · Sep 15The platform buyers set Monday's advisor price

the_tape · Sep 9The wirehouse liftout turns inward

Features · Sep 8Frost pulls 39 advisors from UBS in 48 hours

The Close · Sep 6The talent war’s quieter front

Features · Sep 6Citi raids the private-bank C-suite

the_wrap · Aug 31Commonwealth loses six teams and four advisors in one day

the_wrap · Aug 31Commonwealth loses teams to a startup RIA and Cetera

Frost Investment Services

OpenArc Corporate Advisory tops 30-day tally, ahead of UBS

The Morning Brief