The Burney Company

The Burney Company (CRD# 106945) is a financial advisory firm headquartered in Reston, VA. They manage $1,733,518,165 in 4,475 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,734
    MILLION
  • Total Number of Accounts
    4,475
    ACCOUNTS
  • Average Account Value
    $387,378
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Financial Advisors at The Burney Company
Showing 1 - 10 of 32 top financial advisors.
1
Kenneth E. Stanley
CRD#: 1777272
Falls Church, VA 22046
98
Wealthminder
score
Kenneth Stanley (CRD# 1777272) is an Investment Advisor Representative working at The Burney Company in Vienna, VA and has over 24 years of experience in the finance industry.
2
Richard E. Bauchspies
CRD#: 2242970
Portsmouth, RI
96
Wealthminder
score

Richard Bauchspies (CRD# 2242970) is an Investment Advisor Representative working at The Burney Company in Portsmouth, RI and has over 25 years of experience in the finance industry.

3
Russell H. Floyd
CRD#: 2018578
1800 Alexander Bell Drive, Suite 510, Reston, VA 20191
96
Wealthminder
score

Russell Floyd (CRD# 2018578) is an Investment Advisor Representative working at The Burney Company in Reston, VA and has over 28 years of experience in the finance industry.

4
Adam M. Newman
CRD#: 5785551
1800 Alexander Bell Drive, Suite 510, Reston, VA 20191
96
Wealthminder
score

Adam Newman (CRD# 5785551) is an Investment Advisor Representative working at The Burney Company in Reston, VA and has over 8 years of experience in the finance industry. Adam Newman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Christine R. Arlitt
CRD#: 1832009
Houston, TX
93
Wealthminder
score

Christine Arlitt (CRD# 1832009) is an Investment Advisor Representative working at The Burney Company in Houston, TX and has over 30 years of experience in the finance industry.

6
John E. Ashcroft
CRD#: 4994425
Fort Mill, SC
93
Wealthminder
score

John Ashcroft (CRD# 4994425) is an Investment Advisor Representative working at The Burney Company in Fort Mill, SC and has over 12 years of experience in the finance industry.

7
Sherrie P. Campbell
CRD#: 2159664
Watkinsville, GA
93
Wealthminder
score

Sherrie Campbell (CRD# 2159664) is an Investment Advisor Representative working at The Burney Company in Watkinsville, GA and has over 26 years of experience in the finance industry.

8
John M. Daley
CRD#: 1750090
Carlisle, PA
93
Wealthminder
score

John Daley (CRD# 1750090) is an Investment Advisor Representative working at The Burney Company in Carlisle, PA and has over 28 years of experience in the finance industry.

9
Diane Desilva
CRD#: 1305459
Lakewood Ranch, FL
93
Wealthminder
score

Diane Desilva (CRD# 1305459) is an Investment Advisor Representative working at The Burney Company in Lakewood Ranch, FL and has over 20 years of experience in the finance industry.

10
John W. Drerup
CRD#: 4773903
1985 Riviera Sr., Suite 103-154, Mount Pleasant, SC 29464
93
Wealthminder
score

John Drerup (CRD# 4773903) is an Investment Advisor Representative working at The Burney Company in Mount Pleasant, SC and has over 14 years of experience in the finance industry.

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