Bill Few Associates, Inc.

Bill Few Associates, Inc. (CRD# 133561) is a financial advisory firm headquartered in Pittsburgh, PA. They manage $790,000,000 in 2,921 accounts and serve the financial needs of clients across 32 states (or territories).

By the Numbers
  • Total Assets Under Management
    790
    MILLION
  • Total Number of Accounts
    2,921
    ACCOUNTS
  • Average Account Value
    $270,455
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, CT, DE, FL, GA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NV, NY, OH, PA, SC, TN, TX, VA, WA, WI, WV

Financial Advisors at Bill Few Associates, Inc.
Showing 1 - 10 of 23 top financial advisors.
1
Reshelle L. Barrett
CRD#: 2225985
740 Washington Road, Suite 100, Pittsburgh, PA 15228
96
Wealthminder
score

Reshelle Barrett (CRD# 2225985) is an Investment Advisor Representative working at Bill Few Associates, Inc. in Pittsburgh, PA and has over 22 years of experience in the finance industry. Reshelle Barrett has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Thomas R. Beilstein
CRD#: 2667130
107 Mt. Nebo Pointe, Suite 200, Pittsburgh, PA 15237
96
Wealthminder
score

Thomas Beilstein (CRD# 2667130) is an Investment Advisor Representative working at Bill Few Associates, Inc. in Pittsburgh, PA and has over 21 years of experience in the finance industry.

3
Ward L. Garner
CRD#: 2036681
107 Mt. Nebo Pointe, Suite 200, Pittsburgh, PA 15237
96
Wealthminder
score

Ward Garner (CRD# 2036681) is an Investment Advisor Representative working at Bill Few Associates, Inc. in Pittsburgh, PA and has over 26 years of experience in the finance industry. Ward Garner has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Brian Jourdan
CRD#: 4503769
107 Mt. Nebo Pointe, Suite 200, Pittsburgh, PA 15237
96
Wealthminder
score

Brian Jourdan (CRD# 4503769) is an Investment Advisor Representative working at Bill Few Associates, Inc. in Pittsburgh, PA and has over 11 years of experience in the finance industry. Brian Jourdan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Michael K. Kauffelt
CRD#: 2315161
107 Mt. Nebo Pointe, Suite 200, Pittsburgh, PA 15237
96
Wealthminder
score

Michael Kauffelt (CRD# 2315161) is an Investment Advisor Representative working at Bill Few Associates, Inc. in Pittsburgh, PA and has over 23 years of experience in the finance industry.

6
Jeffry Marzina
CRD#: 1897998
740 Washington Road, Pittsburgh, PA 15228
96
Wealthminder
score

Jeffry Marzina (CRD# 1897998) is an Investment Advisor Representative working at Bill Few Associates, Inc. in Pittsburgh, PA and has over 27 years of experience in the finance industry. Jeffry Marzina has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
William J. Nichols
CRD#: 5051844
740 Washington Road, Pittsburgh, PA 15228
96
Wealthminder
score

William Nichols (CRD# 5051844) is an Investment Advisor Representative working at Bill Few Associates, Inc. in Pittsburgh, PA and has over 10 years of experience in the finance industry. William Nichols has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
David L. Rishel
CRD#: 2904952
107 Mt. Nebo Pointe, Suite 200, Pittsburgh, PA 15237
96
Wealthminder
score

David Rishel (CRD# 2904952) is an Investment Advisor Representative working at Bill Few Associates, Inc. in Pittsburgh, PA and has over 18 years of experience in the finance industry. David Rishel has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
Alison F. Wertz
CRD#: 2891918
740 Washington Road, Pittsburgh, PA 15228
96
Wealthminder
score

Alison Wertz (CRD# 2891918) is an Investment Advisor Representative working at Bill Few Associates, Inc. in Pittsburgh, PA and has over 19 years of experience in the finance industry. Alison Wertz has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

10
Peter R. Belcastro
CRD#: 5287964
107 Mt. Nebo Pointe, Suite 200, Pittsburgh, PA 15237
93
Wealthminder
score

Peter Belcastro (CRD# 5287964) is an Investment Advisor Representative working at Bill Few Associates, Inc. in Pittsburgh, PA and has over 9 years of experience in the finance industry.

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