Fragasso Wealth Advisors

RIASEC Registered
Total AUM
$2.8B
Discretionary
$2.8B
100% of AUM
Avg account
$492K
Accounts
5,753
Employees
35
Advisory reps
26

Firm details

Headquarters
Sewickley, Pennsylvania
CRD number
123255
Registered since
September 12, 2012
Website
www.fragassoadvisors.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI79.67%
  • Individuals16.57%
  • Charitable Organizations2%
  • Pension & Profit Sharing Plans1.52%
  • Corporations / Businesses0.23%
Services
Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Fragasso Wealth Advisors is an independent, privately owned RIA that registered with the SEC in 2012. The firm serves both individual & family clients and institutional accounts, charging a mix of percentage-of-AUM and fixed fees. Core advisory services include financial planning, portfolio management for individuals and small businesses, and pension consulting. The firm does not identify as an active ESG investor and is not designated as a capital allocator; instead it sources third‑party managers for certain strategies. Fragasso has been recognized by Forbes on its Top RIA Firms lists in 2022, 2023, and 2024.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 66%, Public Funds/Mutual Funds 27%, Other 3%, Investment Grade Corp Bonds 2%, Non-Exchange Traded Equities 1%, Cash & Cash Equivalents 1%66%
  • Exchange Traded Equities66%
  • Public Funds/Mutual Funds27%
  • Other3%
  • Investment Grade Corp Bonds2%
  • Non-Exchange Traded Equities1%

Owners & executives

3 of 3
  • Michael Godwin

    Michael Godwin

    Chief Investment OfficerCRD 5880428

  • James Danko

    James Danko

    Chief Compliance OfficerCRD 2899544

  • Marsha Posset

    Chief Marketing OfficerCRD 6754542

Contacts

3 of 23
  • Robert Yelenovsky

    Robert Yelenovsky

    Registered RepresentativeCRD 5788999

  • William Wolfe

    William Wolfe

    Senior Vice PresidentCRD 5158466

  • Richard Alfera

    Registered RepresentativeCRD 4446564

Unlock 20 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 191

Active vs passive

$1.7B in ETFs

Passive

52%

$860M

Active

38%

$810M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE S&P 500 ETF (IVV)BlackRockPassiveLarge Blend$337M430,54620.15%
Unlock additional holdings →

Location

Primary office

Sewickley, PA

Allegheny

Location

Sewickley, PA

Headquartered in Sewickley, PA, anchoring the Pittsburgh-New Castle-Weirton, PA-OH-WV metro in the Northeast.

Metro area
Pittsburgh-New Castle-Weirton, PA-OH-WV
Region
Northeast
County
Allegheny
Address
2200 Georgetown Dr
Time zone
ET (UTC-5)
Office locations

Similar firms

Bill Few Associates, Inc.

RIA

Sewickley, PA

AUM $2.7BTEAM 31REPS 28

Roble, Belko and Company, Inc.

RIA

Sewickley, PA

AUM $1.6BTEAM 9REPS 9

Aufman Associates Inc

RIA

Sewickley, PA

AUM $972MTEAM 7REPS 3

JMS Capital Group Wealth Services, LLC

RIA

Sewickley, PA

AUM $174MTEAM 4REPS 3

Conifer Infrastructure Partners

RIA

Sewickley, PA

AUM $165MTEAM 14REPS 3

Schenley Capital, Inc

RIA

Sewickley, PA

AUM $73.3MTEAM 3REPS 3
More RIAs in Sewickley →All Pennsylvania RIAs →

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth