The Burney Company
Firm details
- Headquarters
- Reston, Virginia
- CRD number
- 106945
- Registered since
- September 18, 1974
- Website
- burney.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI72.17%
- Individuals11.83%
- Investment Companies10.06%
- Corporations / Businesses3.54%
- Pension & Profit Sharing Plans2.1%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
The Burney Company is an independent registered investment adviser that has been SEC-registered since 1974. The firm serves both individual and family clients as well as institutional clients, offering financial planning and portfolio management across individual, small-business, investment company, and institutional relationships. Its fees are charged as a percentage of assets under management and, in some cases, fixed fees. The firm has received industry recognition, including multiple appearances on CNBC’s Top 100 Financial Advisory Firms list (2019, 2020, 2021, 2022, 2025) and a Top RIA Firms mention from FA Magazine in 2020.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities74%
- Public Funds/Mutual Funds18%
- Non-Exchange Traded Equities3%
- Cash & Cash Equivalents2%
- US Government Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 85Active vs passive
$1.4B in ETFs
15%
$197M
36%
$1.2B
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| BURNEY US EQUITY SELECT ETF (BRES) | $660M | 25,000,068 | 48.84% |
Location
Reston, VA
Fairfax
Location
Reston, VA
Headquartered in Reston, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- Fairfax
- Address
- 1800 Alexander Bell Dr
- Time zone
- ET (UTC-5)
- Office locations
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