AWARDS

Barron's Magazine, February 2013 2

Every year Barron’s magazine ranks America’s top 1000 independent advisors, as identified by the securities-industry consulting firm Winner’s Circle of Boca Raton, Fla. The ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms and the quality of the advisors' practices.  Fragasso Financial Advisors was proud to be ranked at #4 in the state of Pennsylvania. All members of our firm work very hard for the benefit of our clients and are proud to be included in this prestigious group selected by Barron’s.

Financial Times Magazine, April 2013

Fragasso Financial Advisors' Bob Fragasso was recently named to the Financial Times' Top 400 Financial Advisors list for 2013.

Published by the Financial Times, a leading global business publication, the 2013 Top 400 Financial Advisors list  reflects each advisor's performance in six primary areas including assets under management, asset growth, compliance record, experience, credentials and accessibility.


Pittsburgh Business Times, October 2012


For the seventh year, Fragasso Financial Advisors has received recognition as one of the Best Places to Work in Pennsylvania by the Pittsburgh Business Times. The rankings are based on employee completed surveys. Fragasso was named in the top 15 Best Places to Work in Western PA for 2012.

Barron's Magazine, February 2012 2

Every year Barron’s magazine ranks America’s top 1000 independent advisors, as identified by the securities-industry consulting firm Winner’s Circle of Boca Raton, Fla. The ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms and the quality of the advisors' practices.  Fragasso Financial Advisors was proud to be ranked at #3 in the state of Pennsylvania. All members of our firm work very hard for the benefit of our clients and are proud to be included in this prestigious group selected by Barron’s.

Barron's Magazine, August 20112

Barron’s named the firm as a top 100 independent wealth advisors. The magazine covers U.S. financial information and market developments and provides relevant statistics for high-net worth individual and institutional investors, as well as financial professionals and senior corporate executives.  The list is compiled based on assets under management.

 

Registered Rep Magazine, August 20111

Robert Fragasso, Chairman and Chief Executive Officer of Fragasso Financial Advisors, was named to Registered Rep Magazine’s 2011 list of the Top 100 Independent Broker/Dealer Advisors.  Fragasso ranked at #13 out of 100 nationally recognized advisors and #2 out of advisors from Pennsylvania.  The list is compiled based on assets under management. 

Fragasso is proud to be ranked among the list of top broker/dealers throughout the U.S.

 

Pittsburgh Magazine, July 2012

Several Financial Advisors from our firm have been awarded the FIVE STAR Wealth Manager award for 2012 by Pittsburgh Magazine. These Advisors were selected by more than 34,000 consumers in the Pittsburgh area. These respondents know the advisors through personal experience and evaluated them based on customer service, integrity, expertise, communication, value for fee charged, and overall satisfaction.

Congratulations to the Fragasso Financial advisors selected!

 

Barron's Magazine, February 20112  

Every year Barron’s magazine ranks America’s top 1000 independent advisors, as identified by the securities-industry consulting firm Winner’s Circle of Boca Raton, Fla. The ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms and the quality of the advisors' practices.  Fragasso Financial Advisors was proud to be ranked at  #5 in the state of Pennsylvania. All members of our firm work very hard for the benefit of our clients and are proud to be included in this prestigious group selected by Barron’s.

 

Registered Rep Magazine, August 2010

Robert Fragasso, Chairman and Chief Executive Officer of Fragasso Financial Advisors, was named to Registered Rep Magazine’s 2010 list of the Top 100 Independent Broker/Dealer Advisors.  Fragasso ranked at #11 out of 100 nationally recognized advisors and #1 out of advisors from Pennsylvania.  The list is compiled based on assets under management. 

From the August 1 announcement - “Our Top 100 list of independent broker/dealer advisors tells a different tale. Today, the channel is home to some of the most successful advisors in the industry with hundreds of billions in client assets.”

Fragasso is proud to be ranked among the list of top broker/dealers throughout the U.S.

 

Pittsburgh Magazine, June 2010

Several Financial Advisors from our firm have been awarded the FIVE STAR Wealth Manager award for 2010 by Pittsburgh Magazine. These Advisors were selected by more than 33,600 consumers in the Pittsburgh area. These respondents know the advisors through personal experience and evaluated them based on customer service, integrity, expertise, communication, value for fee charged, and overall satisfaction.

Congratulations to the Fragasso Financial advisors selected!

  • Gregg Daily
  • Michael Fertig
  • Robert Fragasso
  • Deborah Graver
  • Liliann Moser 
  • Christine Robinette

 

Pittsburgh Tribune-Review, March 2010

Every year The Pittsburgh Tribune Review polls Pittsburgher’s for their Reader’s Choice. Readers are asked to vote on the region’s best services in each category. Fragasso Financial Advisors is proud to receive the Gold recognition for Financial Planner in 2010, their highest honor in that category. Fragasso ranked in the March 25th edition of the Trib PM which also includes a special write-up about the firm.

Thank you to all of our faithful and appreciative clients for voting for us! We strive to make your financial success personal!

 

Barron's Magazine, February 20102 

Every year Barron’s magazine ranks America’s top 100 independent advisors, as identified by the securities-industry consulting firm Winner’s Circle of Boca Raton, Fla. The rankings reflect each adviser’s assets under management, the adviser’s share of revenue and profits advisers share of revenue and profits generated, quality of service, and regulatory records. A quote from the Barron’s cover story from Monday, February 9 states “With Wall Street shaken to its core over the past year, the strong performance of (these) top financial advisers has been one of the few bright spots for the securities industry.” Fragasso Financial Advisors was proud to be ranked at #94 in the nation-wide rankings and #4 in the state of Pennsylvania. All members of our firm work very hard for the benefit of our clients and are proud to be included in this prestigious group selected by Barron’s.

 

Pittsburgh Business Times, October 2009

For the sixth year in a row, Fragasso Financial Advisors has received recognition as one of the Best Places to Work in Pennsylvania by the Pittsburgh Business Times. The rankings are based on employee completed surveys. Fragasso was named in the top 15 Best Places to Work in Western PA for 2009.

 

Research Magazine, September 20084 

Research Magazine along with The Winner’s Circle ranked the nation’s top investment teams.   The program for ranking the best financial advisors,  is widely respected as a means for recognizing and transmitting best practices in the advisory field.

Bob Fragasso was featured on the cover of Research Magazine and the Fragasso management team was featured in the accompanying article.

A quote from the article, dated September 2008, states “Managing that many clients in a cohesive, consistent manner requires military-like precision, which is why Fragasso likens his team to a “special ops” unit. Everyone has a defined task based on a specific skill and every movement is coordinated to reach a common goal.”

1Registered Rep’s 2010-2011 ranking was compiled by Meridian-IQ. The Meridian ranking methodology involves using a variety of data sources, including the Meridian directory of registered representatives, public data and data provided by the advisors and their firms. Meridian employs a proprietary process to ensure the most accurate rankings possible

2Factors included in the rankings:  assets under management, revenue produced for the firm, client satisfaction, regulatory record, and philanthropic work
3 Registered Rep’s 2010 ranking was compiled in-house by the magazine.  According to Registered Rep., advisors who personally manage at least $50 million in assets with a majority in client accounts were eligible for consideration and were ranked strictly by assets under management.
4 Research Magazine, “The Winner's Circle®” - The Winner's Circle® is an organization independent of the firms involved and does not receive compensation from the over 100 participating firms or its affiliates, financial advisors or the media in exchange for ranking purposes. The Winner's Circle® team vetted each nominated advisor through a host of quantitative and qualitative criteria, including assets managed, revenues, experience levels, compliance records, discussions with management and more. Portfolio performance is not a criteria, instead, The Winner's Circle® focuses on customer satisfaction and client retention.

 

 

Fragasso Group Awards