RS Petrell & Associates provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, and educational seminars. Financial planning was provided to 1–10 clients last fiscal year.
RS Petrell & Associates reports 291 clients. They include 169 individual clients, 118 high-net-worth individuals, and 4 pension and profit-sharing plans. Of its assets, 0.0% ($0 across 0 accounts) are managed with discretion; $159M across 446 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 58% | 11% |
| High-net-worth individuals | 41% | 87% |
| Pension and profit-sharing plans | 1% | 2% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 169 | $17.5M | 11.0% | $103K |
| High-net-worth individuals | 118 | $138M | 86.9% | $1.17M |
| Pension and profit-sharing plans | 4 | $3.42M | 2.2% | $856K |
| Total | 291 | $159M | 100% | $547K |
- Clients
- 169
- Regulatory AUM
- $17.5M
- AUM share
- 11.0%
- Avg. per client
- $103K
- Clients
- 118
- Regulatory AUM
- $138M
- AUM share
- 86.9%
- Avg. per client
- $1.17M
- Clients
- 4
- Regulatory AUM
- $3.42M
- AUM share
- 2.2%
- Avg. per client
- $856K
Total
- Clients
- 291
- Regulatory AUM
- $159M
- AUM share
- 100%
- Avg. per client
- $547K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
RS Petrell & Associates charges 0.85%–2.00% a year for its Standard Account Fees. The fee is billed in advance and is negotiable.
Fee details and sources
Marybeth Petrell owns 75% or more of RS Petrell & Associates. The leadership team of RS Petrell & Associates includes Chief Compliance Officer Marybeth Petrell. It has 3 employees.
Leadership
Marybeth PetrellManaging Partner/Chief Compliance Officer
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
Staff
- 3 employees
- 3 in advisory functions
- 1 broker-dealer rep
- 2 insurance agents
- Owns 75% or more of RS Petrell & Associates, LLC
Marybeth Petrell
Control person · since January 2008
RS Petrell & Associates’ regulatory assets grew from $123M (March 2021) to $159M (February 2026); clients rose from 196 to 291 and employees fell from 4 to 3.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| February 2026 | $159M | 291 | 3 | 1 |
| February 2025 | $147M | 231 | 3 | 1 |
| February 2024 | $125M | 225 | 3 | 1 |
| March 2023 | $116M | 210 | 5 | 1 |
| March 2022 | $130M | 203 | 4 | 1 |
| March 2021 | $123M | 196 | 4 | 1 |
Besides its headquarters, RS Petrell & Associates has 0 offices, with 1 listed address in New York.
New York · 1 listed address
- 5784 Widewaters Parkway, First Floor, DewittHQ
Other business names
RS Petrell & Associates has reported 1 other business name to the SEC.
- Strategic Wealth Advisors
Contact and registration details
- Legal name
- RS Petrell & Associates, LLC
- Headquarters
- 5784 Widewaters Parkway, First Floor, Dewitt, NY 13214
- Website
- strategicwealthadvisors.net
- Phone
- 315-218-7350
- SEC file
- 801-70011
- Structure
- New York LLC
- Fiscal year end
- December
RS Petrell & Associates does not have custody of client assets.
At year end, RS Petrell & Associates’ separately managed accounts were mostly in stocks (58%) and bonds (37%).
What the accounts hold
- Stocks58%
- Bonds37%
- U.S. government and agency bonds23%
- Investment grade corporate bonds14%
- Cash5%
How many clients does RS Petrell & Associates have?
RS Petrell & Associates has 291 clients and manages $159 million for them, as of February 2026. They include 169 individual clients, 118 high-net-worth individuals, and 4 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 4 February 2026
What services does RS Petrell & Associates offer?
RS Petrell & Associates provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does RS Petrell & Associates charge?
RS Petrell & Associates charges 0.85%–2.00% a year for its Standard Account Fees. The fee is billed in advance and is negotiable.
How many financial advisors does RS Petrell & Associates have?
RS Petrell & Associates has 0 investment adviser representatives registered with state securities authorities, out of 3 employees, and 3 perform investment advisory functions. 1 employee is a registered representative of a broker-dealer and 2 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does RS Petrell & Associates invest in?
At the end of its last fiscal year, RS Petrell & Associates’ separately managed accounts held 58% exchange-traded equities, 23% U.S. government and agency bonds, 14% investment grade corporate bonds and 5% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns RS Petrell & Associates?
RS Petrell & Associates’ direct owner is Marybeth Petrell (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 4 February 2026
How does RS Petrell & Associates get paid?
RS Petrell & Associates is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact RS Petrell & Associates?
RS Petrell & Associates’ main office is at 5784 Widewaters Parkway, First Floor, Dewitt, NY 13214. Its phone number is 315-218-7350. Its website is strategicwealthadvisors.net.