Awards

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  Ranked #65 in the Nation, April 2019

  Ranked #65 in the Nation, April 2019

  Fragasso recognized as Best Place to Work for the 2nd consecutive year by InvestmentNews
  Fragasso Fragasso Financial Advisors was chosen as number 17 in the medium-size category and number 65 overall in the Top-75 Best Places to Work by InvestmentNews. Results are based on employer and employee surveys delving into everything from company culture, benefits, career paths and more. This survey was developed by an outside consultant with the input of InvestmentNews and leading industry executives.1

  “InvestmentNews is pleased to recognize firms with supportive cultures where advisers can thrive and are empowered to provide their clients with the best possible investment and financial planning advice,” said Suzanne Siracuse, CEO/Publisher, InvestmentNews. “They are role models for other firms in the industry who are striving to improve their own human resource policies and practices.”

  1. In order to be considered, a firm must meet the following criteria: 1.) Be a registered investment adviser or an
  affiliated independent brokerdealer, 2.) Be in business a minimum of one year and 3.) Have at least 15 employees.
  InvestmentNews partnered with Best Companies Group, an independent research firm specializing in identifying great places to work, to compile the inaugural survey and recognition program. The list is a first of its kind for the financial advice industry.

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  Ranked #4 in PA, 2019

  Ranked #4 in PA, 2019

  Fragasso has been ranked the #4 advisor on the 2019 Forbes Best –In-State list! We advanced from our ranking in 2018!

  Forbes ranks Fragasso Financial Advisors #4 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.

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  No. 15 in Western PA med-size company, Oct 2018

  No. 15 in Western PA med-size company, Oct 2018

  For the 13th 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 50th overall and No. 15 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. 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.

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  Ranked No. 2 in Western PA, 2018

  Ranked No. 2 in Western PA, 2018

  Robert Fragasso ranked #2 in western Pennsylvania on Forbes Top 250 Wealth Advisors This is our 2nd year being honored for this award! Fragasso ranked #175 nationally. 

  Forbes ranks Fragasso Financial Advisors founder, chairman and CEO Robert Fragasso as the No. 175th Financial Advisor ranking.  Algorithm is based on quality of practice learned through telephone and in-person interviews, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Minimum account sizes are general since it can vary depending on a range of circumstances. Advisors are judged on individual contribution, but total team assets are shown; while in some cases significant, non-custodied assets are not included due to verification difficulties. Data as of June 2018.

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