Adviser Record

Investment advisers in Dewitt, NY

5 SEC-registered firms with a main office here.

Form ADV data as of 2026-09-01

All advisers in NY

FirmAssetsEmployeesDisclosures
J.w.burns & Company, Inc.$1.03 billion80
Hazard & Siegel Advisory Services LLC$449.8 million243
Omc Financial Services Ltd$328.5 million70
Greg Jennings, LLC$183.1 million30
R.S. Petrell & Associates, LLC D/b/a Strategic Wealth Advisors$159.1 million31