About fragasso

Helping You Navigate Life's Financial Decisions with Confidence

Since 1972, Fragasso Wealth Advisors has sought to bring clarity and coordination to complex financial lives. Our firm has developed a disciplined planning and investment management process designed to help clients make thoughtful decisions about their wealth.

What We Offer

It's about more than performance.

Our core promise is the relationship itself and the depth of planning that supports it.

What Sets Fragasso Apart

One aspect of our firm’s approach that is unique, both locally and nationally, is the preparation and collaboration that goes into the plan for prospective clients. When recommendations are developed, it is not just a single advisor determining the path forward.

 

Our advisors do not compete with one another for business, so therefore, each plan is vetted and refined by multiple advisors, financial planning analysts, in-house portfolio managers, and firm managers.

In-house Portfolio Management

We do not outsource investment management and research. Your investment questions are promptly addressed, and you receive regular communications from those managing your portfolio.

Collaborative Team

Your advisor is backed by a team of specialists who work together for your benefit. Your success is our success.

Lasting Commitment

After more than five decades, we can confidently say that wealth is not simply about what you accumulate, it is about how thoughtfully it is managed, shared, and passed forward.

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An Approach Built Around You.

Learn more about how our client experience brings about a unique blend of the right people and resources centered on financial planning and authentic relationships.

Awards & Recognition

award logo - Pittsburgh Business Times largest-are money managers fragasso recognition
Pittsburgh Business Times’ Largest Pittsburgh-Area Money Managers

Fragasso Financial Advisors was ranked No. 13 in August 2026 on the Pittsburgh Business Times’ Largest Pittsburgh-Area Money Managers List.

Firms were ranked by discretionary assets under management. Information was obtained from individual firms and firm websites and could not be independently verified by the Pittsburgh Business Times.

award logo - Pittsburgh Business Times best place to work fragasso recognition
Pittsburgh Business Times Best Places to Work

Fragasso Financial Advisors was recognized as the No. 9 Best Place to Work among medium-sized companies in Western Pennsylvania in 2026. In 2022, we also received the Milestone Award for being recognized in the Best Places to Work program for 15 years.

The results of Best Places to Work are based on an online survey of employees, which was conducted in 2025. Companies are surveyed on a variety of factors ranging from employee job satisfaction to salary satisfaction to perspectives on management.

  • 2026 No. 9 – Medium-Sized Company
  • 2022: Milestone Award
Award logo - Forbes Top Firms fragasso recognition
Forbes Top Registered Investment Advisors

Fragasso Financial Advisors was nationally ranked No. 111 on the 2025 Forbes Top Registered Investment Advisors list. The ranking recognizes firms based on factors including client retention, industry experience, business practices, assets under management, and regulatory record.

Data as of 3/31/25 provided by SHOOK ® Research, LLC. Source: Forbes.com (October, 2025). Firm must be registered directly through the SEC as an RIA, those that file their form ADV within a corporate umbrella, or recognized practice groups associated with such a firm under a corporate umbrella. Rankings are based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each firm’s best practices, 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 not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking.

  • 2025: No. 111
Award logo - Barron's Top 1200 amerias independent advisors fragasso recognition
Barron’s America’s Top 1,200 Independent Advisors

Founder and Board Chairman Robert Fragasso was ranked No. 2 in Western Pennsylvania and No. 7 in Pennsylvania in Barron's 2025 Top 1,200 Independent Financial Advisors rankings. Rankings consider factors such as assets under management, practice quality, regulatory record, and professional achievements.

The rankings are based on data provided by around 6,000 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.

award logo - Barron's Top 100 americas independent advisors fragasso recognition
Barron’s America’s Top 100 Independent Advisors

Founder and Board Chairman Robert Fragasso was ranked No. 2 in Western Pennsylvania and No. 4 in Pennsylvania in Barron's 2025 Top 100 Independent Financial Advisors rankings. The ranking evaluates practice quality, client retention, assets under management, and other qualitative and quantitative factors.

Advisors complete a 102-question survey about their practice. Barron’s verifies data with the advisors’ firms and with regulatory databases and then we applies rankings formula to the data to generate a ranking. The formula features three major categories of calculations: (1) Assets (2) Revenue (3) Quality of practice. In each of those categories there are multiple subcalculations. Barron’s measures the growth of advisors’ practices and their client retention and considers a wide range of qualitative factors, including the advisors’ experience, their advanced degrees and industry designations, the size, shape, and diversity of their teams, their charitable and philanthropic work and, of course, their compliance records.

award logo - Luxury Lifestyle Top 100 private banking and wealth management companies of the world fragasso recognition
Luxury Lifestyle Awards – Top 100 Private Banking & Wealth Management Companies

Fragasso Financial Advisors was recognized as a 2025 Award Winner by Luxury Lifestyle Awards. The recognition is based on an independent evaluation of firms worldwide, considering client service, governance, operational standards, and leadership in wealth management.

Inclusion does not imply endorsement, ranking, or commercial affiliation unless explicitly stated.

  • 2025: Award Winner

FROM VISION TO ACTION

Wealth Planning Roadmap

We take a methodical, collaborative approach to help you navigate your journey, discover opportunities, and align your values with your financial impact.

Step 1: Align

  • Clarify your goals, values, and what matters most
  • Explore family, legacy, and philanthropic aspirations
  • Identify opportunities and obstacles

Step 2: Analyze

  • Evaluate investment positioning and diversification
  • Identify tax, estate, and wealth transfer opportunities
  • Determine a course for risk management, asset protection, and growth

Step 3: Design

  • Align recommendations with goals and priorities
  • Coordinate investment, tax, estate, and legacy strategies
  • Prioritize actionable next steps

Step 4: Implement

  • Implement agreed upon strategies 
  • Coordinate a plan with your trusted professionals 
  • Prioritize actionable next steps and timelines

Step 5: Monitor

  • Review quarterly to monitor progress and performance
  • Adapt your strategy as life and financial circumstances evolve
  • Preserve and grow what you have built

LEADERSHIP

Experienced Leaders. Shared Purpose.

Meet Our Team
Meet Our Team

Community Impact

Invested in the Communities We Call Home

Giving back has always been part of who we are. Through board service, volunteer work, sponsorships, and nonprofit partnerships, we're committed to making a lasting difference where we live and work. We support a variety of organizations focused on:

  • Animal Welfare
  • Arts and Theater
  • Child and Youth Services
  • Community Development
  • Food Insecurity
  • Health and Human Services
  • Youth Sports and Educational Clubs
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More than financial guidance. A lasting partnership.

Your goals deserve more than a one-time recommendation. They deserve a trusted team committed to supporting you through every stage of your financial journey.

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