R.S. Petrell & Associates, LLC D/B/A Strategic Wealth Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in Dewitt, NY.
Assets Under Management
$159M
Employees
3
Offices
--
Total Clients
291
Primary office
DEWITT, NY
5784 WIDEWATERS PARKWAY, FIRST FLOOR, DEWITT, NY, United States
Top client segmentIndividuals represent 58.1% of total clients.
Top client categories% of clientsClients
1
Individuals
58.1%
169
2
HNWI
40.5%
118
3
Pension Plans
1.4%
4
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$159Mas of February 4, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$159M
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$159M
Total Accounts446
10Y AUM Change+$64M (+67.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee97:1
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.