BILL FEW ASSOCIATES, INC.

RIASEC RegisteredEst. 1987

Total AUM

$2.7B

Discretionary

$2.1B

78% of AUM

Avg account

$354K

Accounts

7,702

Employees

Advisory reps

Firm details

Headquarters: SEWICKLEY, Pennsylvania
CRD number: 133561
Registered since: April 10, 1987
Website: www.billfew.com
Custodians: PERSHING LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals73.16%
HNWI25.4%
Pension & Profit Sharing Plans1.25%
Charitable Organizations0.18%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Bill Few Associates, Inc. is an independent registered investment adviser that has operated since the late 1980s. The firm serves both individual and institutional clients and positions itself as a capital allocator, combining discretionary portfolio management with financial planning and advisor selection. Its advisory mandate spans standard wealth-management activities—portfolio management for individuals, small businesses and institutions—along with pension consulting, educational workshops and selection of outside managers. The firm also operates as an insurance broker and uses a mix of fee models (percentage of AUM, hourly and fixed fees) to serve different client needs. ESG is not a stated focus of the practice. Investment behavior emphasizes pooled public vehicles and separate account management, with meaningful use of mutual funds and ETFs alongside individual equity positions. Bill Few Associates uses third-party managers for alternative exposures, most notably allocations to real estate, and supplements portfolios with insurance products such as annuities when appropriate.