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Fragasso #4 on Forbes Best-in-State list, 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 2019 Best-in-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 med-size company Feb 2022
Ranked No. 7 in Western PA med-size company, Dec 2020
Ranked No. 15 in Western PA med-size company, Oct 2018
Ranked No. 11 in Western PA med-size company, Oct 2017
More than 250 Pittsburgh-area companies applied to participate in an online survey of employee engagement administered by Omaha, Nebraska-based Quantum Market Research. Online employee satisfaction surveys formed the basis of the final ranking scores used in this program. The number of surveys required from each company was based on a sliding scale applied to the total number of employees the company has in the region — the higher the number of employees, the lower the percentage of employee surveys required to qualify. Category breakdown: Small: 10-24; medium: 25-49; large: 50-149; extra-large: 150 and above.

Barron’s Hall of Fame advisors list, 2019

Barron’s Hall of Fame advisors have been ranked for 10 or more years on one of the following lists: Barron’s Top 100 Financial Advisors, Barron’s Top Women Financial Advisors or Barron’s Top 100 Independent Advisors. Barron’s listings are based on data compiled by many of the nation’s most productive advisors, which is then submitted to 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 service.

Barron’s America’s Top 1,200 Financial Advisors,
Rank No. 1 in Western PA, March 2022

Barron’s ranks Fragasso Financial Advisor’s founder, chairman and CEO Robert Fragasso as a top advisor on its 2022 list of America’s Top 1,200 Financial Advisors. Fragasso ranked #1 in western Pennsylvania for 3 years running! Fragasso ranked #4 in the state in 2022.

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.

Ranked #2 in the mid-sized company category in the Nation, February 2022

Fragasso has been named as a Best Places to Work for Financial Advisers by InvestmentNews for the 5th consecutive year! We have ranked #2 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.