Wealth manager, wrap-program sponsor · Sewickley, PA
Bill FEW Associates, Inc.
SEC-registered investment adviser · CRD 133561 · SEC 801-29235
At a glance
Bill FEW Associates, Inc. is an SEC-registered investment adviser based in Sewickley, Pennsylvania, with $2.7 billion in regulatory assets under management as of its Form ADV filed March 31, 2026. Its largest client group by assets is individuals, and it reports 2,954 individual clients. By Form ADV it is a wealth manager (wrap-program sponsor), ranked 584th of 8,915 wealth managers and 3,009th of 17,210 SEC-registered advisers by assets.
Main office 412-630-6000billfew.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $2.7B
- Rank among wealth managers
- #584 of 8,915
- Rank among all SEC RIAs
- #3,009 of 17,210
- Rank in Pennsylvania
- #112 of 564
- Individual clients
- 2,954
- High-net-worth clients
- 83
- Accounts
- 7,702
- Discretionary
- 78% of AUM
- Employees
- 31
- Advisory staff
- 29
- Offices
- 3
Owners and executives on its Form ADV
- John E. JonesCFO, COO, Chief Compliance Officer, Managing Director
- Kenneth J. ComoDirector
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Individuals | 2,871 | $2.0B | 73% |
| High-net-worth individuals | 83 | $692M | 25% |
| Pension and profit sharing plans | 13 | $34M | 1% |
| Charitable organizations | 5 | $5M | <1% |
Disciplinary disclosures
Bill FEW Associates, Inc. answers yes to 3 disclosure items in Item 11 of Form ADV (criminal, regulatory or civil matters involving the firm or its advisory affiliates). Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Pension consulting
- Selecting other advisers
- Educational seminars and workshops
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗billfew.com ↗
AtlasMembers
The full record on Bill FEW Associates, Inc.
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 1,483 peers of its type and size
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- Owners and executives, with titles and stakes
- 2 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Background
Questions
How much does Bill FEW Associates, Inc. manage?
Bill FEW Associates, Inc. reports $2.7 billion in regulatory assets under management across 7,702 accounts, 78% of it on a discretionary basis, on its Form ADV filed March 31, 2026.
What kind of firm is Bill FEW Associates, Inc.?
Bill FEW Associates, Inc. is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Bill FEW Associates, Inc.’s clients?
By assets, its largest client types are individuals ($2.0 billion, 2,871 clients); high-net-worth individuals ($692 million, 83 clients); pension and profit sharing plans ($34 million, 13 clients).
Does Bill FEW Associates, Inc. have any disciplinary history?
Bill FEW Associates, Inc. answers yes to 3 disclosure items in Item 11 of Form ADV, which covers criminal, regulatory and civil matters involving the firm or its advisory affiliates. The details are on the SEC’s adviser search.
Where these numbers come from
Every figure is Bill FEW Associates, Inc.’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-31), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →