The Burney Company

The Burney Company (CRD# 106945) is a financial advisory firm headquartered in Reston, VA. They manage $2,680,712,693 in 4,284 accounts and serve the financial needs of clients across 53 states (or territories).

Current Firm Details
1800 Alexander Bell Drive, Suite 510, Reston, VA 20191
https://instagram.com/burneywealthmanagement
By the Numbers
  • Total Assets Under Management
    2,681
    MILLION
  • Total Number of Accounts
    4,284
    ACCOUNTS
  • Average Account Value
    $625,750
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Other
Types of Clients
Registered States
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Financial Advisors at The Burney Company
No Advisor Found.
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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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