A complete list of active advisors currently associated with Frost Investment Services
Warmer can help you find a great advisor at Frost Investment Services or one who fits your needs even better.
Frost Investment Services advises a mix of individual clients (including high‑net‑worth households) and corporate or business clients, providing investment advisory and portfolio management services. The firm operates as an enterprise advisory platform with approximately 179 advisors overseeing roughly $3.7 billion in client assets. The firm’s brochure describes traditional portfolio management services and addresses its methods of analysis, investment strategies and risks, and indicates it commonly exercises investment discretion on client accounts. Compensation is primarily percentage‑of‑assets under management rather than fixed fees, and the ADV includes customary disclosures on custody, brokerage practices and account reviews. What is notable about Frost Investment Services is its affiliation with a banking institution, an arrangement that is relatively uncommon among firms of its size and may affect referral, custody and compensation arrangements disclosed in the ADV. The combination of enterprise scale and bank affiliation, together with a fee model that excludes fixed‑fee engagements, distinguishes its operating structure from many enterprise peers.
To learn more about the advisors currently working at Frost Investment Services, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
You can also browse Frost Investment Services's office locations.
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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
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