Data / Investment advisers / Pennsylvania / Fragasso Wealth Advisors
Fragasso Wealth Advisors, Sewickley, PA: $2.8 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Fragasso Wealth Advisors is an SEC registered investment adviser with its main office in Sewickley, Pennsylvania and reports $2.8 billion in regulatory assets under management in its Form ADV filed October 16, 2026. Its clients include high net worth individuals, individuals and charitable organizations. It is paid through a percentage of assets under management and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 123255
- SEC file number
- 801-77097
- SEC status
- Approved, effective September 12, 2012
- Legal name
- Fragasso Financial Advisors Inc.
- Main office
- 2200 Georgetown Drive Suite 302, Sewickley, PA 15143
- Phone
- (412) 227-3200
- Regulatory AUM
- $2,831,366,332 in the Form ADV filed October 16, 2026
- Discretionary AUM
- $2,831,366,332
- Accounts
- 5,753
- Employees
- 35, of which 28 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, fixed fees
- Other offices
- 3
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- October 16, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 758 | $2.26 billion |
| Individuals (other than high net worth individuals) | 1,315 | $469.3 million |
| Charitable organizations | 36 | $56.7 million |
| Pension and profit sharing plans | 83 | $43 million |
| Corporations or other businesses | 13 | $6.6 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| March 2, 2026 | $2.83 billion | February 18, 2026 |
| December 1, 2025 | $2.42 billion | September 23, 2025 |
Other advisers in Pennsylvania
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Elm Wealth | Philadelphia | $3.02 billion | 2 | adviserinfo.sec.gov |
| FS Global Advisor, LLC | Philadelphia | $3.01 billion | 2 | adviserinfo.sec.gov |
| Vicus Capital, Inc. | State College | $2.99 billion | Not listed | adviserinfo.sec.gov |
| Rockwood Wealth Management, LLC | New Hope | $2.87 billion | Not listed | adviserinfo.sec.gov |
| Key Financial, Inc. | West Chester | $2.84 billion | Not listed | adviserinfo.sec.gov |
| Newmarket Investment Management, LP | Philadelphia | $2.82 billion | 15 | adviserinfo.sec.gov |
| Lubert-Adler Management Company, L.P. | Philadelphia | $2.81 billion | 27 | adviserinfo.sec.gov |
| Berkshire Asset Management, LLC | Wilkes-Barre | $2.79 billion | 2 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Pennsylvania
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Fragasso Wealth Advisors on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.