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Top 4 financial advisor firms in Dewitt

4 SEC-registered financial advisor firms are headquartered in Dewitt, NY, with $1.7B in combined regulatory assets under management. The largest by assets are Burns J W & Co ($1.03B), OMC Financial Services ($328M) and Greg Jennings ($183M).

4
Financial advisor firms
$1.7B
Their combined AUM
$256M
Median firm AUM
1,359
Clients of the top 4

The 4 largest by assets

  1. 1
    Burns J W & Co

    RIA

    $1.03B

  2. 2
    OMC Financial Services

    RIA

    $328M

  3. 3
    Greg Jennings

    RIA

    $183M

  4. 4
    RS Petrell & Associates

    RIA

    $159M

Profiles of the top 4

No. 1 · RIA

Burns J W & Co

Burns J W & Co is an investment adviser based in Dewitt, NY, registered with the SEC since 1977. It provides financial planning and investment management. Its clients include high-net-worth individuals, charitable organizations and individual clients. Its regulatory assets under management total $1.03 billion, as filed on 20 April 2026.

Burns J W & Co charges up to 1.00% for its Portfolio Management Services. The brochure does not state whether the rate is annual.

Regulatory AUM
$1.03B
Clients
631
Advisory staff
5
Founded
1974
Fee schedule
Up to 1.00%
Minimum account
$250,000
Custodians
Charles Schwab
Headquarters
5789 Widewaters Parkway, Dewitt, NY 13214
Phone
315-449-1341
Website
jwburns.com

No. 2 · RIA

OMC Financial Services

OMC Financial Services is an investment adviser based in Dewitt, NY, registered with the SEC since 1987. It provides investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $328 million, as filed on 23 March 2026.

OMC Financial Services charges up to 1.25% a year for its Standard advisory fee.

Regulatory AUM
$328M
Clients
269
Advisory staff
3
Fee schedule
Up to 1.25% a year
Minimum account
$100,000
Custodians
Charles Schwab
Headquarters
5789 Widewaters Parkway, Dewitt, NY 13214
Phone
315-446-8720
Website
omcfinance.com

No. 3 · RIA

Greg Jennings

Greg Jennings is an investment adviser based in Dewitt, NY, registered with the SEC since 2026. It provides investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $183 million, as filed on 1 October 2026.

Greg Jennings charges 0.50%–1.25% a year for its Investment Management Services.

Regulatory AUM
$183M
Clients
168
Advisory staff
2
Fee schedule
0.50% to 1.25% a year
Minimum account
$100,000
Custodians
Charles Schwab
Headquarters
5789 Widewaters Parkway, Dewitt, NY 13214
Phone
315-446-8720

No. 4 · RIA

RS Petrell & Associates

RS Petrell & Associates is an investment adviser based in Dewitt, NY, registered with the SEC since 2009. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $159 million, as filed on 4 February 2026.

RS Petrell & Associates charges 0.85%–2.00% a year for its Standard Account Fees.

Regulatory AUM
$159M
Clients
291
Advisory staff
3
Fee schedule
0.85% to 2.00% a year
Headquarters
5784 Widewaters Parkway, First Floor, Dewitt, NY 13214
Phone
315-218-7350
Website
strategicwealthadvisors.net

Questions about financial advisors in Dewitt

How many financial advisor firms are headquartered in Dewitt?

4 SEC-registered financial advisor firms report their principal office in Dewitt, NY, managing $1.7B in regulatory assets between them. The other 1 adviser headquartered in the city are broker-dealers, other kinds of wealth firm, or fund and institutional managers.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in Dewitt?

Burns J W & Co, with $1.03B in regulatory assets under management on its latest Form ADV. The next largest are OMC Financial Services ($328M) and Greg Jennings ($183M).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in Dewitt?

The median firm manages $256M in regulatory assets. That is the midpoint of the 4 firms headquartered in Dewitt.

Source: Form ADV Part 1A, Item 5.F

How much do financial advisors in Dewitt charge?

Of the 4 largest firms, 4 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 1.00% to 2.00% of assets, depending on the firm; each firm's fee is in its profile above.

Source: Form ADV Part 2A brochures, Item 5

How can I check a financial advisor's record in Dewitt?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the city and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters city.

Source: Niva directory methodology

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