FRAGASSO FINANCIAL ADVISORS INC.
Legal name: FRAGASSO FINANCIAL ADVISORS
CRD #123255 SEC #801-77097 SEWICKLEY, PA 412-227-3200
SEC Registered
Total AUM
$2.4B
Discretionary
$2.4B
Employees
35
Clients
--
Accounts
5,442
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $2.4B | $2.4B | $0 | 35 | 27 |
| Apr 2025 | $2.4B | $2.4B | $0 | 35 | 27 |
| Jan 2025 | $2.4B | $2.4B | $0 | 35 | 27 |
| Jan 2024 | $2.1B | $2.1B | $0 | 33 | 24 |
| Nov 2023 | $1.8B | $1.8B | $0 | 36 | 28 |
| Feb 2023 | $1.8B | $1.8B | $0 | 36 | 28 |
| Oct 2022 | $1.9B | $1.9B | $0 | 29 | 30 |
| Feb 2022 | $1.9B | $1.9B | $0 | 29 | 30 |
| Sep 2021 | $1.7B | $1.7B | $0 | 31 | 27 |
| Mar 2021 | $1.7B | $1.7B | $0 | 31 | 27 |
| Jan 2021 | $1.5B | $1.5B | $0 | 33 | 27 |
| Jul 2020 | $1.5B | $1.5B | $0 | 33 | 27 |
| Jun 2020 | $1.5B | $1.5B | $0 | 33 | 27 |
| Mar 2020 | $1.5B | $1.5B | $0 | 33 | 27 |
| Oct 2019 | $1.1B | $1.1B | $0 | 37 | 38 |
| Apr 2019 | $1.1B | $1.1B | $0 | 37 | 38 |
| Mar 2019 | $1.1B | $1.1B | $0 | 37 | 38 |
| Jan 2019 | $1B | $1B | $0 | 35 | 195 |
| Dec 2018 | $1B | $1B | $0 | 35 | 195 |
| Aug 2018 | $1B | $1B | $0 | 35 | 195 |
| Apr 2018 | $1B | $1B | $0 | 35 | 195 |
| Mar 2018 | $1B | $1B | $0 | 35 | 195 |
| Feb 2018 | $1B | $1B | $0 | 35 | 195 |
| Sep 2017 | $932.7M | $932.7M | $0 | 40 | 1,400 |
| Mar 2017 | $864.3M | $864.3M | $0 | 40 | 1,400 |
| May 2016 | $830.5M | $830.5M | $0 | 41 | 1,100 |
| Apr 2016 | $830.5M | $830.5M | $0 | 41 | 1,100 |
| Feb 2016 | $830.5M | $830.5M | $0 | 41 | 1,100 |
| Jul 2015 | $853.1M | $853.1M | $0 | 38 | 1,100 |
| May 2015 | $853.1M | $853.1M | $0 | 38 | 1,100 |
| Apr 2015 | $853.1M | $853.1M | $0 | 38 | 1,100 |
| Jan 2015 | $853.1M | $853.1M | $0 | 38 | 1,100 |
| Dec 2014 | $843.3M | $843.3M | $0 | 37 | 1,000 |
| Nov 2014 | $843.3M | $843.3M | $0 | 37 | 1,000 |
| Nov 2014 | $843.3M | $843.3M | $0 | 37 | 1,000 |
| May 2014 | $736.4M | $736.4M | $0 | 37 | 1,000 |
| Feb 2014 | $736.4M | $736.4M | $0 | 37 | 1,000 |
| Nov 2013 | $579.9M | $500.1M | $79.8M | 38 | 700 |
| Jul 2013 | $579.9M | $500.1M | $79.8M | 38 | 700 |
| Mar 2013 | $579.9M | $500.1M | $79.8M | 38 | 700 |
| Aug 2012 | $117.9M | $117.9M | $0 | 11 | 26 |
DateSep 2025
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$0
Employees35
Clients27
DateApr 2025
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$0
Employees35
Clients27
DateJan 2025
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$0
Employees35
Clients27
DateJan 2024
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees33
Clients24
DateNov 2023
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees36
Clients28
DateFeb 2023
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees36
Clients28
DateOct 2022
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees29
Clients30
DateFeb 2022
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees29
Clients30
DateSep 2021
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees31
Clients27
DateMar 2021
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees31
Clients27
DateJan 2021
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees33
Clients27
DateJul 2020
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees33
Clients27
DateJun 2020
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees33
Clients27
DateMar 2020
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees33
Clients27
DateOct 2019
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees37
Clients38
DateApr 2019
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees37
Clients38
DateMar 2019
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees37
Clients38
DateJan 2019
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees35
Clients195
DateDec 2018
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees35
Clients195
DateAug 2018
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees35
Clients195
DateApr 2018
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees35
Clients195
DateMar 2018
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees35
Clients195
DateFeb 2018
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees35
Clients195
DateSep 2017
Total AUM$932.7M
Discretionary$932.7M
Non-Disc.$0
Employees40
Clients1,400
DateMar 2017
Total AUM$864.3M
Discretionary$864.3M
Non-Disc.$0
Employees40
Clients1,400
DateMay 2016
Total AUM$830.5M
Discretionary$830.5M
Non-Disc.$0
Employees41
Clients1,100
DateApr 2016
Total AUM$830.5M
Discretionary$830.5M
Non-Disc.$0
Employees41
Clients1,100
DateFeb 2016
Total AUM$830.5M
Discretionary$830.5M
Non-Disc.$0
Employees41
Clients1,100
DateJul 2015
Total AUM$853.1M
Discretionary$853.1M
Non-Disc.$0
Employees38
Clients1,100
DateMay 2015
Total AUM$853.1M
Discretionary$853.1M
Non-Disc.$0
Employees38
Clients1,100
DateApr 2015
Total AUM$853.1M
Discretionary$853.1M
Non-Disc.$0
Employees38
Clients1,100
DateJan 2015
Total AUM$853.1M
Discretionary$853.1M
Non-Disc.$0
Employees38
Clients1,100
DateDec 2014
Total AUM$843.3M
Discretionary$843.3M
Non-Disc.$0
Employees37
Clients1,000
DateNov 2014
Total AUM$843.3M
Discretionary$843.3M
Non-Disc.$0
Employees37
Clients1,000
DateNov 2014
Total AUM$843.3M
Discretionary$843.3M
Non-Disc.$0
Employees37
Clients1,000
DateMay 2014
Total AUM$736.4M
Discretionary$736.4M
Non-Disc.$0
Employees37
Clients1,000
DateFeb 2014
Total AUM$736.4M
Discretionary$736.4M
Non-Disc.$0
Employees37
Clients1,000
DateNov 2013
Total AUM$579.9M
Discretionary$500.1M
Non-Disc.$79.8M
Employees38
Clients700
DateJul 2013
Total AUM$579.9M
Discretionary$500.1M
Non-Disc.$79.8M
Employees38
Clients700
DateMar 2013
Total AUM$579.9M
Discretionary$500.1M
Non-Disc.$79.8M
Employees38
Clients700
DateAug 2012
Total AUM$117.9M
Discretionary$117.9M
Non-Disc.$0
Employees11
Clients26