Best Financial Advisors in DEWITT, New York
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
5
Registered Firms
0.95%
Median Fee
of assets/year
$450M
Median AUM
5
Firms Listed
in our database
Top-Ranked Advisors in DEWITT
#1
100
J.W.BURNS & COMPANY, INC.
DEWITT, NY · Since 1977
$1.0B AUM5 clientsFee: 0%
FiduciaryFee-Only
#2
100
OMC FINANCIAL SERVICES LTD
DEWITT, NY · Since 1987
$328M AUM3 clientsFee: 0%
FiduciaryFee-Only
#3
100
R.S. PETRELL & ASSOCIATES, LLC D/B/A STRATEGIC WEALTH ADVISORS
DEWITT, NY · Since 2009
$159M AUM3 clientsFee: 0%
FiduciaryFee-Only
#4
100
HAZARD & SIEGEL ADVISORY SERVICES LLC
DEWITT, NY · Since 2009
$450M AUM23 clientsFee: 0%
FiduciaryFee-Only
#5
100
GREG JENNINGS, LLC
DEWITT, NY · Since 2026
$0 AUM2 clientsFee: 0%
FiduciaryFee-Only
Frequently Asked Questions
How are advisors ranked?
We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.
What's the average financial advisor fee in DEWITT?
The median advisory fee in DEWITT, NY is 0.95% of assets under management per year, based on Form ADV filings from 5 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.