SEWICKLEY, PACRD 123255Latest ADV February 18, 2026
Fragasso Financial Advisors is an SEC registered investment adviser organized as a corporation with a primary office location in Sewickley, PA. Its latest Form ADV filing, dated February 18, 2026, reports $2.8B in regulatory assets under management, 35 employees, 3 offices, and 5,753 accounts.
Assets Under Management
$2.8B
Employees
35
Offices
3 offices
Total Clients
2,205
Primary office
SEWICKLEY, PA
2200 GEORGETOWN DRIVE, SUITE 302, SEWICKLEY, PA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 59.6% of total clients.
Top client categories% of clientsClients
1
Individuals
59.6%
1,315
2
HNWI
34.4%
758
3
Pension Plans
3.8%
83
4
Charitable
1.6%
36
5
Corporations
0.6%
13
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.8Bas of February 18, 2026
Discretionary100.0%
$2.8B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$2.8B
Total Accounts5,753
10Y AUM Change+$2.0B (+227.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees35
Clients per Employee63:1
10Y Employee Change-5 (-12.5%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.