A Daily Network publication
Explore the network
The Daily NetworkAbout the network →
Private Wealth DailyPrivate wealthDigital Capital DailyDigital assetsESG Capital DailySustainable capitalETF DailyETFsETF Pro AIThe fund terminalFamily Office DailyFamily offices & private capitalInsurance Capital DailyInsurance capitalInterval Fund DailySemi-liquid fundsPrivate Credit DailyPrivate creditPrivate Infrastructure DailyInfrastructurePrivate Real Estate DailyYou’re reading this editionRetirement Capital DailyRetirement assetsSecondaries DailySecondariesWealth Advisor Daily
Private Real Estate Daily
Independent Intelligence on Private Real Estate Capital
Saturday, October 17, 2026The Morning Brief →Sign in
bank

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
Every weekday · 6:30 a.m. ET

The Morning Brief

The latest from Private Real Estate Daily, in your inbox every weekday. Free.