Awards

• 

  Ranked #5 in PA, 2018

  Ranked #5 in PA, 2018

  Forbes ranks Fragasso Financial Advisors #5 in the state of PA on its 2018 State-By-State Wealth Advisors List.The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.

• 

  Rank No. 2 in Western PA, Mar 2018

  Rank No. 2 in Western PA, Mar 2018

  Barron’s ranks Fragasso Financial Advisor’s founder, chairman and CEO Robert Fragasso as a top advisor on its 2018 list of America’s Top 1,200 Financial Advisors. The Barron’s rankings are based on assets under management, revenue produced for the firm, regulatory record, quality of the practice and philanthropic work. This is the eighth consecutive year Fragasso has been named to the Barron’s top 1,200 list.

• 

  Rank No. 2 in Western PA, Aug 2017

  Rank No. 2 in Western PA, Aug 2017

  Barron’s ranks Fragasso Financial Advisors founder, chairman and CEO Robert Fragasso as the No. 2 financial advisor in Western Pa. and No. 70 out of 17,500 such firms nationally on the list of America’s Top 100 Independent Advisors. Barron’s has ranked independent advisors since 2007. The Top 100 Independent Financial Advisors ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms, assets under management, revenue produced for the firm, regulatory record, quality of practice, philanthropic work and the quality of the advisors’ practices. The scoring system assigns a top score of 100 and rates the rest by comparing them with the winner.

  View the full list.

• 

  No. 11 in Western PA med-size company, Oct 2017

  No. 11 in Western PA med-size company, Oct 2017

  For the 12th 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 41st overall and No. 11 in the medium category. Fragasso was one of 100 Pittsburgh organizations honored in 2017.

  “The most critical element in creating a great work place 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.”

  As part of the Best Places to Work program, the firm participates in an employee satisfaction survey to gauge employee engagement, advocacy and retention rates. This year, the employee satisfaction score for those surveyed from Fragasso was 90.5694 out of 100.

  More than 150 area companies applied to participate in this year’s Best Places to Work program. To qualify, employees from each company participated in an online survey. Omaha, Neb.-based Quantum Market Research satisfaction surveys formed the basis for the final ranking scores used in this program.

Read more about our awards