City
Independent RIAs in Dewitt, New York
As of October 2, 2026, 5 independent wealth management RIAs with their main office in Dewitt, New York reported $1.7 billion in regulatory assets under management; the largest by assets was J.W.Burns & Company, Inc., with $1.0 billion.
Include wirehouses and broker-dealer firms
- Independent wealth management RIAs
- 5
- Regulatory assets under management
- $1.7 billion
- Average per firm
- $340.5 million
- SEC-registered, of those listed
- 4 of 5 (80.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | J.W.Burns & Company, Inc. | SEC | $1.0 billion | 1,323 |
| 2 | Omc Financial Services Ltd | SEC | $328.5 million | 672 |
| 3 | Ives Hill Wealth Management | SEC | $183.1 million | 453 |
| 4 | R.S. Petrell & Associates, LLC D/B/A Strategic Wealth Advisors | SEC | $159.1 million | 446 |
| 5 | Sterling Imc | State | $4.9 million | 21 |
Independent RIAs in New York, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.