Bill Few Associates, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Sewickley, PA. Its latest Form ADV filing, dated March 31, 2026, reports $2.7B in regulatory assets under management, 31 employee, 2 offices, and 7,702 accounts.
Assets Under Management
$2.7B
Employees
31
Offices
2 offices
Total Clients
2,972
Primary office
SEWICKLEY, PA
2100 GEORGETOWN DRIVE, SUITE 600, SEWICKLEY, PA, United States
Top client segmentIndividuals represent 96.6% of total clients.
Top client categories% of clientsClients
1
Individuals
96.6%
2,871
2
HNWI
2.8%
83
3
Pension Plans
0.4%
13
4
Charitable
0.2%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.7Bas of March 31, 2026
Discretionary78.5%
$2.1B
78% of total RAUM78.5%
Non-discretionary21.5%
$586M
22% of total RAUM21.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$2.7B
Total Accounts7,702
10Y AUM Change+$1.8B (+196.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees31
Clients per Employee96:1
10Y Employee Change+2 (+6.9%)
* 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.