Delivering superior resources and service to help advisors succeed.

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Why Fragasso?

At Fragasso Financial Advisors, we believe in independence. After all, we established ours in 1996. Since then, we made it a priority to dedicate resources to help our advisors succeed, such as in-house compliance and portfolio management professionals, industry leading technology platforms, a defined client experience, marketing and more.

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THE ADVISOR EXPERIENCE

Reach your full potential as an advisor

Similarly, to how our advisors are committed to an exemplary client experience, Fragasso is committed to delivering a superior advisor experience.

What To Expect
ABOUT FRAGASSO

We are committed to serving our clients, our advisors, one another as colleagues and the community.

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.

Fragasso recognized as Best Places to Work by the Pittsburgh Business Times!

“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.

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, 2020

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.

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FRAGASSO INSIGHTS

Read Bob Fragasso's latest thoughts on opportunities and challenges for advisors

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