The Burney Company

The Burney Company (CRD# 106945) is a financial advisory firm headquartered in Falls Church, VA. They manage $1,609,093,293 in 3,300 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,609
    MILLION
  • Total Number of Accounts
    3,300
    ACCOUNTS
  • Average Account Value
    $487,604
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 25 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 27 years of experience in the finance industry.

4
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 29 years of experience in the finance industry.

5
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.

6
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.

7
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.

8
Diane Desilva
CRD#: 1305459
Bradenton, FL
93
Wealthminder
score

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

9
John W. Drerup
CRD#: 4773903
Fort Myers, FL
93
Wealthminder
score

John Drerup (CRD# 4773903) is an Investment Advisor Representative working at The Burney Company in Fort Myers, FL and has over 13 years of experience in the finance industry.

10
Gilbert R. Green
CRD#: 2143848
Bradenton, FL
93
Wealthminder
score

Gilbert Green (CRD# 2143848) is an Investment Advisor Representative working at The Burney Company in Bradenton, FL and has over 26 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.