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- Custodian
- American Funds · Charles Schwab & Company · Pershing
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 04-10-1987
- Office Locations
- 2
Office Locations
About Bill FEW Associates, Inc.
Bill Few Associates (founded 1987) provides personalized financial planning and investment strategy for individuals and families, from early asset building to retirement and legacy goals, with regular review meetings and ongoing plan adjustments. Portfolios emphasize long-term asset allocation using public funds and ETFs, supported by custodians such as Schwab and Pershing.
Reported data analysis
What the numbers show
Between March 31, 2025 and March 31, 2026, reported AUM increased 3.0%, from $2.6B to $2.7B.
Across 5 reported observations, AUM increased 59.9% between March 21, 2022 and March 31, 2026, from $1.7B to $2.7B.
Of the latest reported AUM, 78.5% is discretionary and 21.5% is non-discretionary.
The firm reports 29 advisory representatives and 2,983 clients, or 102.9 clients per representative. That equates to $912.9K in reported AUM per client.
The profile lists 2 reported office locations and 39 years in operation. The source data was last updated on March 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Industry Interests
- Investment Themes
- Investment Vehicles
- Services
- Technology
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Owner & Executives
KENNETH JAMES COMO
DIRECTOR, Financial Advisor, General Partner
- CRD
- #1787447
- Ownership
- Less than 5%
JOHN EDWARD JONES JR
Chief Financial Officer
- CRD
- #2363024
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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RESHELLE LORRAINE BARRETT
Financial Advisor, General Partner
- CRD
- #2225985
THOMAS ROBERT BEILSTEIN
Portfolio Manager
- CRD
- #2667130
Showing 2 of 28 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,136,754,998 | $441,296 |
| Non-Discretionary | $586,420,466 | $205,042 |
| Total | $2,723,175,464 | $353,567 |
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Separately Managed Accounts
SMA allocation detail is available
Bill FEW Associates, Inc. has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q3 2026
Review the latest reported holdings
Bill FEW Associates, Inc.'s 13F holdings detail is available for Q3 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.