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How To Wind Down 2022 and Begin 2023

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Executive Compensation Benefits: Key Considerations for Employers and Executives

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Plotting the Course of Financial Planning

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ABOUT FRAGASSO

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Ranked No. 8, Aug 2022

The Pittsburgh Business Times Fast 2022 50 Awards

In August 2022 Fragasso Financial Advisors was named one of the Fast 50 Award winners. This award recognizes companies that have experienced exceptional growth between 2019 and 2021.

Fragasso ranked:

#8 company ranked in the $10- $20 Revenue category
#49 overall in the Pittsburgh Business Times Fast 50

To be considered for the program, participants must meet the following criteria:

Be a locally owned, for-profit corporation, proprietorship or partnership with headquarters in the Pittsburgh region. Companies must be based in western Pennsylvania, and dependent divisions of larger companies cannot be part of the program (they must be wholly independent companies).

Disclose revenue growth over a three-year period between 2018 and 2020. Note: Revenue numbers will be published as part of this List, and may be used for or published in other Lists, such as the Largest Regional Private Companies.

Companies must have at least $2 million in revenue in 2018 to qualify for the 2021 award.

Revenue reported for this nomination may be reviewed by a third-party accounting firm for accuracy and/or we may ask company executives to sign off verifying their revenue numbers are accurate. You must be willing to participate in this verification process in order to qualify for the program.

Judging and recognition:
Honorees will be chosen based off of revenue growth over the three-year period between 2018 and 2020.

Ranked No. 2 in Western PA med-size company, Feb 2022
Ranked No. 7 in Western PA med-size company, Dec 2020
Ranked No. 15 in Western PA med-size company, Oct 2018
Ranked No. 11 in Western PA med-size company, Oct 2017

For the 15th time, Fragasso Financial Advisors has been named one of the “Best Places to Work in Western PA” by the Pittsburgh Business Times. The firm was ranked #2 in the medium category.

“The most critical element in creating a great workplace is encouraging open and honest communication between all employees,” said founder, chairman and CEO Robert Fragasso. “Employee retention is a huge priority for us. When we create an enjoyable work environment, we find our employees are happier, more productive and more likely to stick with our firm. This recognition would not be possible without the talented group of professionals at Fragasso, and we’re extremely grateful for this latest honor.”

More than 250 Pittsburgh-area companies applied to participate in an online survey of employee engagement administered by Omaha, Nebraska-based Quantum Market Research. Online employee satisfaction surveys formed the basis of the final ranking scores used in this program. The number of surveys required from each company was based on a sliding scale applied to the total number of employees the company has in the region — the higher the number of employees, the lower the percentage of employee surveys required to qualify. Category breakdown: Small: 10-24; medium: 25-49; large: 50-149; extra-large: 150 and above.

Rank No. 1 in Western PA, March 2022
Rank No. 1 in Western PA, March 2021
Rank No. 1 in Western PA, March 2020
Rank No. 2 in Western PA, March 2018
Rank No. 1 in Western PA, March 2017

Barron’s ranks Fragasso Financial Advisor’s founder, chairman and CEO Robert Fragasso as a top advisor on its 2022 list of America’s Top 1,200 Financial Advisors. Fragasso ranked #1 in western Pennsylvania for 3 years running! Fragasso ranked #4 in the state in 2022.

The rankings are based on data provided by around 4,000 of the nation’s most productive advisors. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Investment performance isn’t an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients’ risk tolerance than by an advisor’s investment-picking abilities.

Ranked #2 in the mid-sized company category in the Nation, February 2022

Fragasso has been named as a Best Places to Work for Financial Advisers by InvestmentNews for the 5th consecutive year! We have ranked #2 in the mid-size company category. The surveys are collected from firms across the nation, and only 75 make the list!

Winners are selected from a two-part survey completed by employers and employees. Employers report their organization’s workplace policies, practices and demographics, and employees complete a survey designed to measure the employee experience. Scores from the employee survey represent three-quarters of the weight of the final rankings.

Fragasso Recognized as Barron’s Hall of Fame Advisor

Pittsburgh, September 26, 2019 – Barron’s names Fragasso Financial Advisors’ founder, chairman and CEO Robert Fragasso to the list of 2019 Hall of Fame Advisors. 1

The Barron’s Hall of Fame Advisors list honors financial advisors who have been ranked 10 or more years on one of the following lists: Barron’s Top 100 Financial Advisors, Barron’s Top 100 Independent Advisors or Barron’s Top Women Financial Advisors. Fragasso has consistently been recognized by Barron’s since 2007. Most recently in 2018, he was ranked #2 in Western Pennsylvania on both the Barron’s Top 100 Financial Advisors and Barron’s Top 100 Independent Advisors lists.1

Under Robert Fragasso’s leadership, the firm has grown to employ nearly 50 professionals across five locations in the Pittsburgh region. Fragasso Financial Advisors has $1.4 billion under management and non-advisory assets combined.

Source: 1 Barron’s listings are based on data compiled by many of the nation’s most productive advisors, which is then submitted and judged by Barron’s. Key factors and criteria for each award include: assets under management, revenue produced for the firm, regulatory and compliance record and years of professional experience.

Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results from investment advisory services, nor should it be construed as a current or past endorsement of any of the firm’s clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers.

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