Bill Few Associates provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, educational seminars, estate planning, insurance, and tax planning. Financial planning was provided to 2,000 clients last fiscal year.
Bill Few Associates reports 2,972 clients. They include 2,871 individual clients, 83 high-net-worth individuals, and 13 pension and profit-sharing plans. Of its assets, 78.5% ($2.14B across 4,842 accounts) are managed with discretion; $586M across 2,860 accounts are not. A wrap fee program the firm both sponsors and manages holds $2.6B. It advised 11 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 97% | 73% |
| High-net-worth individuals | 3% | 25% |
| Pension and profit-sharing plans | <1% | 1% |
| Charitable organizations | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 2,871 | $1.99B | 73.2% | $694K |
| High-net-worth individuals | 83 | $692M | 25.4% | $8.33M |
| Pension and profit-sharing plans | 13 | $34.2M | 1.3% | $2.63M |
| Charitable organizations | 5 | $5.01M | 0.2% | $1M |
| Total | 2,972 | $2.72B | 100% | $916K |
- Clients
- 2,871
- Regulatory AUM
- $1.99B
- AUM share
- 73.2%
- Avg. per client
- $694K
- Clients
- 83
- Regulatory AUM
- $692M
- AUM share
- 25.4%
- Avg. per client
- $8.33M
- Clients
- 13
- Regulatory AUM
- $34.2M
- AUM share
- 1.3%
- Avg. per client
- $2.63M
- Clients
- 5
- Regulatory AUM
- $5.01M
- AUM share
- 0.2%
- Avg. per client
- $1M
Total
- Clients
- 2,972
- Regulatory AUM
- $2.72B
- AUM share
- 100%
- Avg. per client
- $916K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 11
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 2000
Bill Few Associates charges 0.50%–1.25% a year for its Standard Fee Schedule. Each asset band is charged at its own rate. The fee is billed in advance and is negotiable. The brochure also prices 3 other services, listed under fee details.
| Asset band | Annual rate |
|---|---|
| $0–$500K | 1.25% |
| $500K–$1M | 1.00% |
| $1M–$1.5M | 0.75% |
| $1.5M and above | 0.50% |
Fee details and sources
Other fees
- American Funds F-2 Direct Program
- Flat advisory fee ranging from 0.25% to 1.25%, calculated and debited by American Funds quarterly in arrears.
- Consulting Services Fees
- Hourly fees ranging from $200 to $300 per hour, with an estimate of hours set at the start of the relationship.
- Financial Planning Fees
- Fixed fee typically ranging from $500 to $5,000, depending on the arrangement agreed with the client.
Bill Few Financial Group, Inc. owns 75% or more of Bill Few Associates and is in turn owned by Bill Few Associates, Inc. Employee Stock Ownership Trust (75% or more). The leadership team of Bill Few Associates includes Chief Compliance Officer John Jones. It has 31 employees, 29 of them in advisory roles.
Leadership
- John JonesCFO, COO, Chief Compliance Officer, Managing Director
- Kenneth ComoDirector
Investment adviser representatives
28 representatives listed in the SEC register as of 9 October 2026.
- Reshelle Lorraine Barrett
- Thomas Robert Beilstein
- Kenneth James Como
- Kevin James Corbett
- Ryan Benjamin Dayton
- Joseph John Deandrea
- Jason Robert Defelice
- Melinda J Dickerson
- Rodney Spencer Engh
- Susan Anne Faust
- Ward Lee Garner
- John Edward Jones JR
- Brian Jourdan
- Natalie Ann Kasievich
- Michael Kent Kauffelt II
- Mia Ann Kovacs
- Adam Todd Logan
- Kent James Markle
- Jeffry Marzina
- William J Nichols
- Thomas E. Reisdorf JR.
- David Lee Rishel
- Benjamin Eric Rosen
- Emily Marie Sekerak
- Edward Gobrecht Snyder
- Tammy Marie Vargo
- Alison Fox Wertz
- Kimberly Ann Zeis
Staff
- 31 employees
- 29 in advisory functions
- 28 state-registered reps
- 8 insurance agents
- Owns 75% or more of Bill Few Associates, Inc.
Bill Few Financial Group, Inc.
Control person · since July 2001
- Owns 75% or more of Bill Few Financial Group, Inc.
Bill Few Associates, Inc. Employee Stock Ownership Trust
Control person · since June 2021
Bill Few Associates’ regulatory assets grew 2.1× from $1.31B (July 2021) to $2.72B (March 2026); clients rose from 1,763 to 2,972 and employees from 29 to 31.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $2.72B | 2,972 | 31 | 3 |
| March 2025 | $2.64B | 2,904 | 31 | 3 |
| June 2024 | $2.13B | 2,835 | 31 | 3 |
| May 2023 | $1.78B | 2,776 | 30 | 3 |
| March 2022 | $1.7B | 2,004 | 30 | 3 |
| July 2021 | $1.31B | 1,763 | 29 | 3 |
Besides its headquarters, Bill Few Associates has 2 offices, with 3 listed addresses in Pennsylvania.
Pennsylvania · 3 listed addresses
- 2100 Georgetown Drive, Suite 600, SewickleyHQ
- Bill Few Associates, Inc., Pittsburgh
- Bdm&o Financial Group, Sewickley
Contact and registration details
- Legal name
- Bill Few Associates, Inc.
- Headquarters
- 2100 Georgetown Drive, Suite 600, Sewickley, PA 15143
- Website
- billfew.com
- Phone
- 412-630-6000
- @bill-few-associates
- SEC file
- 801-29235
- Founded
- 1987
- Structure
- Pennsylvania corporation
- Fiscal year end
- December
Bill Few Associates uses Pershing ($2.6B) as custodian for its separately managed accounts. Bill Few Associates has custody of $730M in client assets for 780 clients.
- PershingPershing LLC · Jersey City, NJ · $2.6B100%
At year end, Bill Few Associates’ separately managed accounts were mostly in funds (75%) and stocks (15%). Its reported 13F holdings for the quarter ended 30 June 2026 total $470M across 227 positions; the largest are J P Morgan Exchange Traded F (9.2%), Apple Inc. (6.2%) and Nvidia Corporation (4.0%).
What the accounts hold
- Stocks15%
- Funds75%
- Bonds1%
- Cash9%
Reported 13F holdings
- $470M
- Reported 13F value
- 227
- Positions
- 36.8%
- In the 10 largest
- +12.6%
- Value vs. prior quarter
- J P Morgan Exchange Traded F · Mortgage Backed9.2%
- Apple Inc.6.2%
- Nvidia Corporation4.0%
- Microsoft Corp.3.2%
- Alphabet Inc. · Cap Stk CL C3.0%
- Applied Matls Inc.2.9%
- JPMORGAN Chase & CO2.3%
- Abbvie Inc.2.1%
- TJX Cos Inc. New1.9%
- Vanguard Index Fds · S&P 500 ETF Shs1.9%
Together, the ten largest are 36.8% of reported value.
How many clients does Bill Few Associates have?
Bill Few Associates has 2,972 clients and manages $2.72 billion for them, as of March 2026. They include 2,871 individual clients, 83 high-net-worth individuals, and 13 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 31 March 2026
What services does Bill Few Associates offer?
Bill Few Associates provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, educational seminars, estate planning, insurance, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Bill Few Associates charge?
Bill Few Associates charges 0.50%–1.25% a year for its Standard Fee Schedule. Each asset band is charged at its own rate. The fee is billed in advance and is negotiable.
Which custodians does Bill Few Associates use?
Bill Few Associates’ separately managed account assets are held at Pershing LLC (Jersey City, NJ), with $2.6B. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 31 March 2026
How many financial advisors does Bill Few Associates have?
Bill Few Associates has 28 investment adviser representatives registered with state securities authorities, out of 31 employees, and 29 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 8 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Bill Few Associates invest in?
At the end of its last fiscal year, Bill Few Associates’ separately managed accounts held 75% registered funds (mutual funds, ETFs, BDCs), 15% exchange-traded equities, 9% cash and equivalents and 1% state and local bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Bill Few Associates?
Bill Few Associates is owned through a holding company by Bill Few Associates, Inc. Employee Stock Ownership Trust. Its direct owner is Bill Few Financial Group, Inc. (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 31 March 2026
How does Bill Few Associates get paid?
Bill Few Associates is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Bill Few Associates?
Bill Few Associates’ main office is at 2100 Georgetown Drive, Suite 600, Sewickley, PA 15143. Its phone number is 412-630-6000. Its website is billfew.com.