When you strive for excellence, people take notice.

Ranking for 2020 to be announced in December, 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 14th 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 overall and No.  in the medium category.

“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.

Ranked No. 1 in Western PA, 2020
Ranked No. 2 in Western PA, Aug 2018
Rank No. 2 in Western PA, Aug 2017

Fragasso Financial Advisors ranked #44 on Barron’s 2020 Top Independent Advisors List, along with being the #1 firm listed in Pittsburgh.

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.

Fragasso Financial Advisors ranked in the top three by the Tribune Review, under the Financial Planner category, for the 2020 Best of the Best Allegheny South! These awards celebrate and recognize the best our community has to offer. Only the top businesses in each category made it to the final voting stage.

First, readers submit nominations to identify the top 3 local businesses in each category. Then, readers will vote from these finalists to name the Best of the Best in each category. Awardees will be announced December 6 in a special edition of our print publications.

While the business categories are chosen by Trib Total Media, our readers vote for the winners.

Ranked #15 in the Nation, May 2020
Ranked #65 in the Nation, April 2019
Ranked #28 in the Nation, May 2018

Fragasso has been named as a Best Places to Work for Financial Advisers by InvestmentNews for the 3rd consecutive year! We have ranked #15 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.

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 2020 list of America’s Top 1,200 Financial Advisors. Fragasso ranked #1 in western Pennsylvania and #4 in the state.

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.

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.

Ranked #4 in PA, 2019
Ranked #5 in PA, 2018

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.

Ranked No. 2 in Western PA, 2018
Ranked No. 167 nationally, June 2017

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.

July 2017

Fragasso Financial Advisors ranked #198. Firms recognized for 2017 in the Financial Advisor’s Top RIAs is based on Year End 2016 Assets Under Management.

Fragasso Financial Advisors ranked #14 in Pittsburgh Business Times’ Top Money Managers 2020.

Information was obtained from ADV forms filed with U.S. securities and Exchange Commission, individual firms and firm websites and could not be independently verified by the Pittsburgh Business Times.

2019

Citywire RIA Future 50 recipients are measured in terms of their independence, how much they manage their own investment practice, what percentage of their income is fee based, how inclusive, diverse and sustainably-minded they are and how much they have grown as a business in recent years.