J.W.Burns & Company, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Dewitt, NY. Its latest Form ADV filing, dated April 20, 2026, reports $1.0B in regulatory assets under management, 8 employees, 2 offices, and 1,323 accounts.
Assets Under Management
$1.0B
Employees
8
Offices
2 offices
Total Clients
631
Primary office
DEWITT, NY
5789 WIDEWATERS PARKWAY, DEWITT, NY, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 48.3% of total clients.
Top client categories% of clientsClients
1
Individuals
48.3%
305
2
HNWI
42.3%
267
3
Charitable
4.8%
30
4
Corporations
2.5%
16
5
Pension Plans
2.1%
13
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.0Bas of April 20, 2026
Discretionary96.6%
$992M
97% of total RAUM96.6%
Non-discretionary3.4%
$35M
3% of total RAUM3.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$1.0B
Total Accounts1,323
10Y AUM Change+$606M (+143.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee79:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.