Awards

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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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  Ranked No. 2 in Western PA, Aug 2018

  Ranked No. 2 in Western PA, Aug 2018

  Barron’s ranks founder, chairman and CEO Robert Fragasso #2 advisor in western Pennsylvania. This is our 9th consecutive year being honored for this award! Fragasso ranked #66 nationally, up from #70 in 2017.

  Barron’s ranks Fragasso Financial Advisors founder, chairman and CEO Robert Fragasso as the No. 2 financial advisor in Western Pa. and No. 66 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.

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  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.

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  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.

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