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Saturday, October 17, 2026The Morning Brief →Sign in
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Frost Investment Services

SAN ANTONIO, TX
CRD: 286129
In network coverage since September 15, 2026 · 16+ stories
$3.7BRegulatory AUMSEC Form ADV · Oct 10
177EmployeesForm ADV
Regulatory AUM · Sep 5 – Oct 10
Network coverage
Features

UBS loses 34 advisors in early October; two executives will join &Partners

Frost Investment Services took a 27-advisor team; Wells Fargo FiNet added a seven-advisor group with $1.3 billion in assets.
Data · Oct 12Advisor moves outnumber breakaways 38 to 1 over the past 30 days
Data · Oct 10UBS tops 30-day advisor activity; 1,838 moves and 35 breakaways logged
Data · Oct 7Advisor moves outpace breakaways 59 to 1 in 30-day tracking
Data · Oct 4RFG Advisory leads wealth management activity as advisor moves nearly triple deal announcements
Data · Oct 4Five retirement-focused firms produce 341 market events, more than triple UBS's 97
Data · Oct 3OpenArc Corporate Advisory tops 30-day tally, ahead of UBS
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
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