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. Fragasso Financial Advisors never pays a fee to be considered for any ranking or recognition but may purchase plaques or reprints to publicize rankings. For information on individual rankings, including methodology, please click the link for the respective award at fragassoadvisors.com.

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.

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.

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.

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.

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.

At Fragasso, we are proud of this national award which recognizes an outstanding group of people who work hard to continuously improve upon our services, expertise and efficiencies for the benefit of our clients. This award reminds us of our growth and past successes. We are inspired to deliver exceptional service to our clients and to one another as colleagues.

Fragasso Financial Advisors was chosen as number 28 overall and number 8 in the medium-size category of the 2018’s top-50 Best Places to Work by InvestmentNews 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. 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.

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.

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.

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.

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.

Forbes ranks Fragasso Financial Advisors founder, chairman and CEO Robert Fragasso as the No. 164^th 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 6/30/17

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.

View the full list.

The Pittsburgh Business Times has named Christine Erimias one of the region’s CFO of the Year awardees. The CFO of the Year Awards honors financial professionals in western Pennsylvania for outstanding performance as corporate financial stewards.

As CFO and COO of Fragasso FInancial Advisors, Christine Erimias handles a lot, from finance to operations, administration to human resources. Her current responsibilities include: Financial reporting and analysis, budgeting, profitability measurements, operational oversight, and head of human resources.

Eligibility

Nominees must be Chief Financial Officers or hold equivalent positions in the western Pennsylvania region. Companies do not have to be headquartered in region, but CFO nominees must have home office in the region.

An independent panel of judges, which includes winners of the 2015 CFO of the Year Awards select winners based on information provided through online nominations.

Barron’s ranks Fragasso Financial Advisors founder, chairman and CEO Robert Fragasso as the No. 45 financial advisor nationally on its 2016 list of Top 100 Independent Wealth Advisors. Fragasso was ranked No.1 financial advisor in Western Pennsylvania and the No. 4 financial advisor in the state of Pennsylvania.

Barron’s has ranked independent advisors since 2007. The 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.