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Fragasso Financial Advisors Inc.

● SEC registered since 2012CRD 123255SEC# 801-77097Sewickley, PA
Export (members)
Reg. AUM
$2.83B
Employees
35
Accounts
5,753
Location
Sewickley, PA

Fragasso Financial Advisors Inc. assets under management

Fragasso Financial Advisors Inc. is a registered investment adviser overseen by the SEC based in Sewickley, PA. The firm has been registered since 2012. It reports $2.8 billion in regulatory assets under management and employs 35 people.

Fragasso Financial Advisors Inc. owners & executives

20 reported
NameTitleOwnershipSince
Brianne Dorothy King ControlExecutive Vice President, Wealth PlanningUnder 5%2025
Christine Elizabeth Robinette ControlChief Executive OfficerUnder 5%2025
Christine Lucas Erimias ControlChief Financial Officer And Chief Operating OfficerUnder 5%2014
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Frequently asked questions

How much does Fragasso Financial Advisors Inc. manage?

Fragasso Financial Advisors Inc. reports $2.8 billion in regulatory assets under management on its Form ADV.

How many employees does Fragasso Financial Advisors Inc. have?

Fragasso Financial Advisors Inc. reports 35 employees.

Where is Fragasso Financial Advisors Inc. located?

Fragasso Financial Advisors Inc. is based in Sewickley, PA and has been SEC-registered since 2012.

Does Fragasso Financial Advisors Inc. disclose fund performance?

Fragasso Financial Advisors Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2200 Georgetown Drive, Suite 302, Sewickley, PA 15143
Phone412-227-3200
Fax412-227-3210
Office hours9:00 a.m. - 5:00 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
CIK1613331
Discloses disciplinary historyNo

Regulatory AUM

$2.83B▲ 17%
Jan '25 — $2.42BFeb '25 — $2.42BMar '25 — $2.42BApr '25 — $2.42BMay '25 — $2.42BJun '25 — $2.42BJul '25 — $2.42BAug '25 — $2.42BSep '25 — $2.42BOct '25 — $2.42BNov '25 — $2.42BDec '25 — $2.42BJan '26 — $2.42BFeb '26 — $2.83BMar '26 — $2.83BApr '26 — $2.83BMay '26 — $2.83BJun '26 — $2.83B
Jan '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 18%
Larger than 82% of 16,271 advisers
EmployeesTop 16%
More than 84% of 16,825 advisers

Assets under management

$2.83Bregulatory AUM
Discretionary $2.83B