Filings through Oct 24, 2026.

Frost Wealth Advisors

Matched across 3 name variants in the filings

Market position · 2024

Plans served3Rank #2758 of mapped providers

Assets under administration$66M0.0%Share of filed assets - rank #9396

Fees received$106,938Median $36,500/planSum across Schedule C direct + indirect

Net wins YoY+11 won - 0 lostPlan-level switch detection

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