Pittsburgh, PA – Fragasso Financial Advisors, a Pittsburgh-based wealth management firm, has once again been recognized by Forbes as one of America’s Top Registered Investment Advisory (RIA) Firms. This marks the third consecutive year the firm has earned a place on this prestigious national list, moving from No. 113 in 2024 to No. 111 in 2025.

Recognition for Consistent Excellence in Wealth Management

Each year, Forbes, in partnership with SHOOK Research, honors firms that exemplify outstanding client service, operational integrity, and sustainable business practices. The 2025 Forbes America’s Top RIA Firms ranking is based on a rigorous evaluation process that examines both qualitative and quantitative measures. Fragasso Financial Advisors’ inclusion for three consecutive years highlights its ongoing commitment to building long-term client relationships and delivering personalized, fiduciary-driven guidance.

The evaluation process places significant emphasis on key factors such as revenue trends, assets under management (AUM), client retention, compliance records, and industry experience. While performance results are not a determining factor due to the lack of standardized audited data and varying client objectives, the selection methodology underscores operational consistency and adherence to best practices.

A Pittsburgh-Based Firm with National Recognition

Headquartered in Pittsburgh, Fragasso Financial Advisors has served individuals, families, businesses and non-profit organizations for over half a century. Founded on the belief that financial advice should always serve the client’s best interests, the firm has built a reputation for integrity, independence, and disciplined financial planning.

Fragasso’s consistent inclusion on Forbes’ national RIA ranking reflects a standard of excellence that resonates both regionally and nationally, particularly in an industry where trust and accountability are paramount.

The Forbes–SHOOK Research Evaluation Process

The Forbes America’s Top RIA Firms list, developed by SHOOK Research, is one of the most respected rankings in the financial services industry. SHOOK’s proprietary algorithm incorporates multiple data points and direct engagement with participating firms. Each candidate undergoes a comprehensive review that includes:

• In-depth interviews conducted by telephone, virtual meeting, or in person
• Assessment of firm growth, including revenue trajectory and client base expansion
• Evaluation of compliance history and ethical standards
• Consideration of firm culture and its approach to client service
• Review of industry experience and commitment to ongoing professional development

Neither Forbes nor SHOOK Research accepts fees in exchange for inclusion in the ranking. This independent process ensures that recognition is based solely on merit and measurable standards of excellence.

Commitment to Clients and the Community

Fragasso Financial Advisors’ continued national recognition underscores its client-first philosophy, a principle that guides every decision and service offering. The firm provides comprehensive financial planning, portfolio management, retirement planning strategies, and guidance for business owners and nonprofit organizations.

Beyond its client work, Fragasso maintains a strong presence in the Pittsburgh community through charitable initiatives, educational programs, and local partnerships. This blend of professional excellence and community involvement has defined the firm’s identity and sustained its success for decades.

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 exceptional 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/