Pittsburgh, PA – Fragasso Financial Advisors, a Pittsburgh-based independent investment management and financial planning firm, proudly announces its inclusion in the prestigious Forbes America’s Top RIA Firms 2024 list. Ranked No. 113 nationwide, this recognition highlights Fragasso’s unwavering commitment to client-centered service, innovative financial planning strategies, and operational excellence.
The annual Forbes America’s Top RIA Firms list, developed in partnership with SHOOK Research, evaluates Registered Investment Advisory (RIA) firms across the United States using a rigorous methodology. This includes qualitative criteria such as client relationships, due diligence interviews, and best practices, as well as quantitative data such as revenue trends, assets under management, and industry experience. Importantly, portfolio performance is not considered, reflecting Forbes and SHOOK’s focus on client objectives rather than standardized benchmarks.
The ranking underscores the firm’s resilience and adaptability in a competitive financial landscape while maintaining its dedication to providing tailored financial solutions as a Pittsburgh wealth management firm.
A Legacy of Excellence and Innovation
Founded in 1972, Fragasso Financial Advisors has built a reputation for providing comprehensive financial planning and investment management services to individuals, families, business owners, nonprofits, and institutions. With a team of experienced financial advisors and support staff, the firm focuses on delivering holistic strategies that align with clients’ unique objectives and life stages.
Fragasso’s approach is defined by a blend of modern technology and personalized attention. The firm leverages cutting-edge financial planning tools and resources to enhance client outcomes, while maintaining the human touch that fosters trust and understanding. This client-first philosophy has not only earned accolades from industry leaders but has also cultivated a loyal client base spanning generations.
As Fragasso Financial Advisors celebrates this milestone, the firm remains committed to continuous improvement and innovation. By investing in talent development, embracing technological advancements, and expanding its suite of services, Fragasso is well-positioned to address the evolving needs of its diverse clientele.
The Forbes America’s Top RIA Firms recognition serves as a reminder of Fragasso Financial Advisors’ steadfast dedication to excellence. With over five decades of experience, the firm continues to set the standard for integrity, innovation, and client success in the financial advisory industry.
For more information about Fragasso Financial Advisors, visit www.fragassoadvisors.com. To view the full list of Forbes America’s Top RIA Firms for 2024, visit www.forbes.com/lists/top-ria-firms.
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/
