Bill Few Associates, Inc.

Bill Few Associates, Inc. (CRD# 133561) is a financial advisory firm headquartered in Pittsburgh, PA. They manage $2,125,447,761 in 7,141 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,125
    MILLION
  • Total Number of Accounts
    7,141
    ACCOUNTS
  • Average Account Value
    $297,640
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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
The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Financial Advisors at Bill Few Associates, Inc.
Showing 11 - 20 of 24 top financial advisors.
11
Michael K. Kauffelt
CRD#: 2315161
107 Mt. Nebo Pointe, Suite 200, Pittsburgh, PA 15237

Michael Kauffelt (CRD# 2315161) is an Investment Advisor Representative working at Bill Few Associates, Inc. in Pittsburgh, PA and has over 31 years of experience in the finance industry.

12
Mia A. Kovacs
CRD#: 5778870
740 Washington Road, Suite 100, Pittsburgh, PA 15228

Mia Kovacs (CRD# 5778870) is an Investment Advisor Representative working at Bill Few Associates, Inc. in Pittsburgh, PA and has over 12 years of experience in the finance industry.

13
Kent J. Markle
CRD#: 1810952
107 Mt. Nebo Pointe, Suite 200, Pittsburgh, PA 15237

Kent Markle (CRD# 1810952) is an Investment Advisor Representative working at Bill Few Associates, Inc. in Pittsburgh, PA and has over 36 years of experience in the finance industry.

14
Jeffry Marzina
CRD#: 1897998
740 Washington Road, Pittsburgh, PA 15228

Jeffry Marzina (CRD# 1897998) is an Investment Advisor Representative working at Bill Few Associates, Inc. in Pittsburgh, PA and has over 35 years of experience in the finance industry.

15
William J. Nichols
CRD#: 5051844
740 Washington Road, Suite 100, Pittsburgh, PA 15228

William Nichols (CRD# 5051844) 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.

16
David L. Rishel
CRD#: 2904952
107 Mt. Nebo Pointe, Suite 200, Pittsburgh, PA 15237

David Rishel (CRD# 2904952) 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.

17
Edward G. Snyder
CRD#: 2344057
740 Washington Road, Suite 100, Pittsburgh, PA 15228

Edward Snyder (CRD# 2344057) is an Investment Advisor Representative working at Bill Few Associates, Inc. in Pittsburgh, PA and has over 30 years of experience in the finance industry.

18
Alison F. Wertz
CRD#: 2891918
740 Washington Road, Suite 100, Pittsburgh, PA 15228

Alison Wertz (CRD# 2891918) 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.

19
Jason R. Defelice
CRD#: 7414151
740 Washington Road, Suite 100, Pittsburgh, PA 15228

Jason Defelice (CRD# 7414151) is an Investment Advisor Representative working at Bill Few Associates, Inc. in Pittsburgh, PA and has 1 year of experience in the finance industry.

20
Melinda J. Dickerson
CRD#: 2448953
107 Mt. Nebo Pointe, Suite 200, Pittsburgh, PA 15237

Melinda Dickerson (CRD# 2448953) 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.

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