PRESS RELEASE
Published October 29, 2024
Pittsburgh, PA – Fragasso Financial Advisors is proud to announce its ranking as the No. 1 Independent Advisor in Western Pennsylvania, according to Barron’s prestigious 2024 list of America’s Top 100 Independent Advisors. This esteemed ranking not only places Fragasso among the most elite financial advisory firms in the country but also highlights their commitment in the market as high-net-worth financial advisors.
The Barron’s Top 100 Independent Advisors list is a highly respected ranking that evaluates financial advisory firms based on a blend of qualitative and quantitative factors. This includes the total assets under management, revenue generated by those assets, regulatory history, staffing levels and diversity, technological advancements, and succession planning. Fragasso Financial Advisors’ top ranking in Western Pennsylvania speaks to its strong performance in all these categories, positioning the firm as a leader in the region and the broader national landscape.
Dedication to Client Success
Since its founding, Fragasso Financial Advisors has been driven by its client-first philosophy, which centers around delivering tailored financial strategies to meet the unique needs of individuals, families, businesses, and nonprofits. By prioritizing a comprehensive and collaborative approach to wealth management, the firm helps clients navigate complex financial landscapes, such as retirement, estate planning, and charitable giving to name a few.
Barron’s rigorous ranking methodology recognizes firms that excel not only in revenue generated but also in areas such as technological innovation and diversity within their organizations. Fragasso Financial Advisors continues to invest in advanced financial technology to enhance the client experience, while fostering an inclusive workplace that encourages diverse perspectives and ideas.
Strategic Growth and Succession
Fragasso Financial Advisors’ ranking also reflects its focus on long-term growth and sustainability. The firm is employee-owned through an ESOP (Employee Stock Ownership Program) which provides comfort to clients knowing they are creating relationships with tenured wealth advisors and support staff. By grooming the next generation of advisors and promoting a culture of continuous learning, Fragasso Financial Advisors remains well-positioned to serve the evolving needs of its clientele.
Investment advice offered by investment advisor representatives through Fragasso Financial Advisors, a registered investment advisor.
About Fragasso Financial Advisors, Inc.
Fragasso Financial Advisors, Inc. operates as an independent, primarily fee-based, employee-owned financial advisory establishment. Since its inception in 1972, the firm has been providing personalized financial planning and investment management services to individuals, non-profit organizations, and businesses. With a focus on long-term relationships and a commitment to providing an excellent client experience, Fragasso Financial Advisors is a fiduciary, acting in their clients’ best interests with every decision.
Media Contact
Name
Fragasso Financial Advisors
Contact name
Marsha Posset
Contact phone
412-227-3206
Contact address
3402 Washington Road, Suite 301
City
McMurray
State
PA
Zip
15317
Country
United States
Url
https://www.fragassoadvisors.com/
