DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
SEC-registered adviser
B••• F•• A••••••••• I•••
Latest filing Mar 31, 2026
First filing on the tape Mar 29, 2012 · 34 filings
SEC status approved since Apr 10, 1987
RAUM
$2.7B
reported, Item 5.F
Discretionary
78%
of RAUM
Private clients
99%
$2.7B individuals and HNW
Advisors
28
registered through the firm on IAPD
RAUM per advisor
$97.3M
derived; firm RAUM over IAPD count
Employees
31
29 advisory (5.B.1)
Offices
2
beyond the principal office
Private funds
0
reported on Schedule D
History
34 filings and snapshots on the tape
RAUM$2.7B as of Mar 31, 2026
Mar 29, 2012$604M then
HNW client RAUM$692M as of Mar 31, 2026
Mar 27, 2018$59.4M then
State-registered IARs (5.B.3)28 as of Mar 31, 2026
Mar 29, 20120 then
Employees (5.A)31 as of Mar 31, 2026
Mar 27, 201321 then
Private funds: no history
RAUM +3.0% over the last fiscal year+15% a year over threeIARs 26 to 28
Practice profile
derived from the filing of Mar 31, 2026; every figure names its basis
Archetypes, each a printed rule
- Mass-affluent RIA · private-client share at least 50 percent, non-HNW individuals at least 60 percent of private-client RAUM
- Planning-led practice · financial planning activity (5.G.1), at least 100 financial planning clients (5.H), and hourly, fixed or subscription compensation (5.E)
- Wrap program sponsor · sponsors a wrap fee program (5.I) with at least $100M of wrap assets
- RAUM per advisor
- $97.3MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 106derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $8.3MderivedHNW RAUM over HNW clients
- Average account
- $353,567derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 78%derivedof RAUM
- Institutional
- 1.4%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.1derivedItem 5.A over advisors
- Advisors per office
- 9.3derived3 offices incl. principal (1.F.5)
- RAUM growth, one year
- +3.0%derivedbetween the last two annual amendments
- Advisor growth, one year
- +7.7%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +2.4%derived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting, selection of other advisers, educational seminarsreportedItem 5.G
- Financial planning clients
- 2,000reportedItem 5.H
- Wrap fee program
- $2.6BreportedItem 5.I
- Custody
- $730M, 780 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- is an insurance broker or agent (6.A.6)
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Individuals$2.0B73%
- High-net-worth individuals$692M25%
- Pension and profit-sharing plans$34.2M1.3%
- Charitable organizations$5.0M0.2%
- Individual clients
- 2,871reported
- HNW clients
- 83reported
- Pension plan clients
- 13reported
- Charitable clients
- 5reported
- Accounts
- 7,702reported
- Financial planning clients
- 2,000reported
- Wrap fee programs
- $0 sponsored, $0 managedreported
- Custody of client assets
- $730M for 780 clientsreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=0.99 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
28 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| J••••• M••••••Certified Financial Planner | P•••Sburgh, Pa | May 6, 2005 | 37 y | 1 |
| K••• J•••• M••••• | Sewickley, Pa | May 10, 2005 | 38 y | 1 |
| K•••••• J•••• C••• | Sewickley, Pa | May 10, 2005 | 44 y | 1 |
| A••••• F•• W••••Certified Financial Planner | P•••Sburgh, Pa | May 10, 2005 | 30 y | 1 |
| J••••• J••• D••••••• | Sewickley, Pa | May 11, 2005 | 36 y | 1 |
| R••••• S•••••• E•••Certified Financial Planner | Sewickley, Pa | May 11, 2005 | 26 y | 1 |
| W•••••• J• N••••••Certified Financial Planner | Sewickley, Pa | Jan 18, 2007 | 20 y | 1 |
| K•••• J•••• C•••••• | P•••Sburgh, Pa | Feb 27, 2007 | 27 y | 0 |
| B•••• J••••••Certified Financial Planner | P•••Sburgh, Pa | Feb 12, 2010 | 22 y | 0 |
| D•••• L•• R•••••Certified Financial Planner | Sewickley, Pa | Mar 4, 2013 | 28 y | 1 |
| R••••••• L••••••• B••••••Certified Financial Planner | P•••Sburgh, Pa | Jun 24, 2014 | 33 y | 0 |
| E••••• G••••••• S•••••Certified Financial Planner | P•••Sburgh, Pa | Jul 1, 2014 | 34 y | 0 |
| W••• L•• G•••••Certified Financial Planner | Sewickley, Pa | Jul 1, 2014 | 36 y | 0 |
| J••• E••••• J•••• | Sewickley, Pa | Jul 16, 2014 | 33 y | 0 |
| M•••••• K••• K•••••••Chartered Financial Analyst | Sewickley, Pa | Aug 6, 2014 | 33 y | 0 |
| T••••• R••••• B•••••••• | Sewickley, Pa | Aug 6, 2014 | 34 y | 0 |
| M•• A•• K•••••Certified Financial Planner | Sewickley, Pa | Feb 18, 2015 | 15 y | 1 |
| S•••• A••• F•••• | Sewickley, Pa | Feb 20, 2015 | 19 y | 1 |
| E•••• M•••• S•••••• | Pittsburgh, Pa | Feb 25, 2020 | 10 y | 0 |
| K••••••• A•• Z••• | Sewickley, Pa | Dec 6, 2021 | 28 y | 0 |
| M•••••• J• D•••••••• | Sewickley, Pa | Dec 6, 2021 | 29 y | 0 |
| T•••• M•••• V•••• | Sewickley, Pa | Dec 6, 2021 | 29 y | 0 |
| J•••• R••••• D••••••• | Sewickley, Pa | Dec 22, 2022 | 12 y | 0 |
| T••••• E• R••••••• | Sewickley, Pa | Oct 23, 2023 | 15 y | 0 |
| A••• T••• L••••Chartered Financial Analyst | Sewickley, Pa | Apr 8, 2024 | 18 y | 0 |
| B••••••• E••• R•••• | Sewickley, Pa | May 13, 2025 | 13 y | 0 |
| N•••••• A•• K•••••••• | Sewickley, Pa | Jun 10, 2025 | 14 y | 1 |
| R••• B••••••• D••••• | Sewickley, Pa | Feb 26, 2026 | 12 y | 0 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
- P•••• R•• B•••••••• to L•••••• A••••••• G•••• L••Aug 22, 2023 · Other
- S•••• M•••••• H••••• to C••••• I••••••••• A••••••• L••Mar 17, 2020 · RIA to affiliated broker-dealer or bank
- W•••••• F••••••••• E•••• to F••• P••• C•••••• G•••• I••Jun 10, 2014 · Other
- S••••• J•••••• M••••• to T•••••••• C••••••••• L••May 1, 2013 · Other
- J••• P•••••• K••••••••• to T•••••••• C••••••••• L••May 1, 2013 · Other
- A••••• W•••••• G••• to M••••• S••••••Apr 26, 2011 · Other
- J•••••• J• H•••••• to P•• W••••• M•••••••••Mar 13, 2009 · Other
Joined, latest
- N•••••• A•• K•••••••• from S•••••• N••••••• • C••••••• I•••••••••Jun 10, 2025 · Affiliated broker-dealer or bank to independent RIA
- S•••• A••• F•••• from T•••••••• C••••••••• L••Feb 20, 2015 · Other
- M•• A•• K••••• from U•• F•••••••• S••••••• I•••Feb 18, 2015 · Other
- P•••• R•• B•••••••• from P•• W••••• M•••••••••Jan 6, 2015 · Other
- D•••• L•• R••••• from P•• W••••• M•••••••••Mar 4, 2013 · Other
- S••••• J•••••• M••••• from D••••••• I••••••••• A••••••• L••Aug 4, 2008 · Other
- W•••••• J• N•••••• from M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Jan 18, 2007 · Other
- J••• P•••••• K••••••••• from G•••••• S•••• W••••• S•••••••• L•••Jul 19, 2006 · Other
- J••••• J••• D••••••• from B••• F•• S••••••••• I•••May 11, 2005 · Other
- R••••• S•••••• E••• from B••• F•• S••••••••• I•••May 11, 2005 · Other
- K•••••• J•••• C••• from B••• F•• S••••••••• I•••May 10, 2005 · Other
- A••••• F•• W•••• from B••• F•• S••••••••• I•••May 10, 2005 · Other
- K••• J•••• M••••• from B••• F•• S••••••••• I•••May 10, 2005 · Other
- J••••• M•••••• from B••• F•• S••••••••• I•••May 6, 2005 · Other
- J•••••• J• H•••••• from B••• F•• S••••••••• I•••May 6, 2005 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- C•••• K••••••• J•••• · Directorcontrolsince 07/2001 · owns less than 5%
- J••••• J•••• E••••• · Cfo, Coo, Chief Compliance Officer, Managing Directorcontrolsince 07/2001 · owns less than 5%
- K•••••••• M••••••• K••• · Co-Ciocontrolsince 07/2001 · owns less than 5%
Entity owners
- B••• F•• F•••••••• G••••• I••• · Sole Shareholderdirect · owns 75% or more
- B••• F•• A••••••••• I••• E••••••• S•••• O•••••••• T•••• · Shareholderindirect · owns 75% or more of B••• F•• F•••••••• G••••• I•••
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Sewickley, Pa · principal | 28 | 1 | 0 | ||
| P•••Sburgh, Pa | 11 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
- P•••Sburgh, PA11 employees
- P•••Sburgh, PA3 employees
What changed
consecutive filings, newest first
- Accounts · 7,817 to 7,702Mar 31, 2025 to Mar 31, 2026
- Individual clients · 2,801 to 2,871Mar 31, 2025 to Mar 31, 2026
- Pension plan clients · 15 to 13Mar 31, 2025 to Mar 31, 2026
- Assets in custody · $693M to $730MMar 31, 2025 to Mar 31, 2026
- State-registered IARs · 26 to 28Mar 31, 2025 to Mar 31, 2026
- Discretionary RAUM · $2.0B to $2.1BMar 31, 2025 to Mar 31, 2026
- HNW RAUM · $690M to $692MMar 31, 2025 to Mar 31, 2026
- Individual RAUM · $1.9B to $2.0BMar 31, 2025 to Mar 31, 2026
- Non-discretionary RAUM · $608M to $586MMar 31, 2025 to Mar 31, 2026
- Pension RAUM · $32.9M to $34.2MMar 31, 2025 to Mar 31, 2026
- RAUM · $2.6B to $2.7BMar 31, 2025 to Mar 31, 2026
- Accounts · 7,141 to 7,817Feb 18, 2025 to Mar 31, 2025
- Charity clients · unset to 5.0Feb 18, 2025 to Mar 31, 2025
- HNW clients · 29 to 83Feb 18, 2025 to Mar 31, 2025
- Individual clients · 2,792 to 2,801Feb 18, 2025 to Mar 31, 2025
- Pension plan clients · 14 to 15Feb 18, 2025 to Mar 31, 2025
- Assets in custody · $437M to $693MFeb 18, 2025 to Mar 31, 2025
- Financial planning clients · More than 500 to More than 500Feb 18, 2025 to Mar 31, 2025
- HQ city · P•••SBURGH to SEWICKLEYFeb 18, 2025 to Mar 31, 2025
- State-registered IARs · 24 to 26Feb 18, 2025 to Mar 31, 2025
- Discretionary RAUM · $1.5B to $2.0BFeb 18, 2025 to Mar 31, 2025
- HNW RAUM · $538M to $690MFeb 18, 2025 to Mar 31, 2025
- Individual RAUM · $1.6B to $1.9BFeb 18, 2025 to Mar 31, 2025
- Non-discretionary RAUM · $579M to $608MFeb 18, 2025 to Mar 31, 2025
- Pension RAUM · $31.4M to $32.9MFeb 18, 2025 to Mar 31, 2025
- RAUM · $2.1B to $2.6BFeb 18, 2025 to Mar 31, 2025
- Accounts · 6,952 to 7,141May 22, 2023 to Mar 25, 2024
- Advisory employees · 28 to 29May 22, 2023 to Mar 25, 2024
- HNW clients · 31 to 29May 22, 2023 to Mar 25, 2024
- Individual clients · 2,731 to 2,792May 22, 2023 to Mar 25, 2024
- Assets in custody · $284M to $437MMay 22, 2023 to Mar 25, 2024
- Employees · 30 to 31May 22, 2023 to Mar 25, 2024
- State-registered IARs · 26 to 24May 22, 2023 to Mar 25, 2024
- Discretionary RAUM · $1.2B to $1.5BMay 22, 2023 to Mar 25, 2024
- HNW RAUM · $301M to $538MMay 22, 2023 to Mar 25, 2024
- Individual RAUM · $1.5B to $1.6BMay 22, 2023 to Mar 25, 2024
- Non-discretionary RAUM · $527M to $579MMay 22, 2023 to Mar 25, 2024
- Pension RAUM · $22.4M to $31.4MMay 22, 2023 to Mar 25, 2024
- RAUM · $1.8B to $2.1BMay 22, 2023 to Mar 25, 2024
- Accounts · 5,354 to 6,952Mar 21, 2022 to Mar 17, 2023
Signals
4 dated events
- P•••• R•• B•••••••• left B••• F•• A••••••••• I••• for L•••••• A••••••• G•••• L•• (registered 2023-08-23)Aug 22, 2023 · Advisor changed firm · fact
- B••• F•• A••••••••• I••• reported RAUM $1.7B, up 30% from $1.3B (2021-07-29 to 2022-03-18)Mar 18, 2022 · RAUM change · derived
- Robeno John Brown (Chairman Emeritus) no longer on Schedule A of B••• F•• A••••••••• I••• (listed 2021-03-31, absent 2021-07-29)Jul 29, 2021 · Control person left · inference
- J••••• M•••••• (Director) no longer on Schedule A of B••• F•• A••••••••• I••• (listed 2021-03-31, absent 2021-07-29)Jul 29, 2021 · Control person left · inference
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business phone
- 800-245-5939reportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 412-630-6000reportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 412-630-6001reportedpublished by the firm, firm site, Sep 16, 2026
- Firm profile
- linkedin.com/company/bill-few-associatesreportedpublic record, Form ADV, Sep 18, 2026
- Website
- B•••FEW.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 412 630-6000reportedpublic record, Form ADV, Mar 31, 2026
- Contact form
- billfew.com/contact-usreportedpublished by the firm, firm site, Sep 16, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $97.3Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026