Financial advisers in Dewitt, NY

5 registered investment adviser firms in Dewitt managing $2.0B in assets, based on public SEC Form ADV filings.

J.W.Burns & Company, INC.

Dewitt, NY · Est. 1977

AUM: $1.0B
Per adviser: $205M
Advisers: 5

No reported disclosures

Hazard & Siegel Advisory Services LLC

Dewitt, NY · Est. 2009

AUM: $450M
Per adviser: $20M
Advisers: 23

Omc Financial Services Ltd

Dewitt, NY · Est. 1987

AUM: $328M
Per adviser: $109M
Advisers: 3

No reported disclosures

R.S. Petrell & Associates, LLC D/B/A Strategic Wealth Advisors

Dewitt, NY · Est. 2009

AUM: $159M
Per adviser: $53M
Advisers: 3

Greg Jennings, LLC

Dewitt, NY · Est. 2026

AUM: —
Per adviser: —
Advisers: 2

No reported disclosures