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 and operates as a corporation. It serves both individual and family clients as well as institutional investors, offering financial planning and portfolio management across individuals, small businesses, investment companies, and other institutions. The firm charges fees based on assets under management and fixed fees. The Burney Company has been recognized in industry rankings, appearing on CNBC’s Top 100 Financial Advisory Firms list multiple years (2019, 2020, 2021, 2022, 2025) and on Financial Advisor Magazine’s Top RIA Firms list 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
2 of 2Michael Newman
Chief Compliance OfficerCRD 7892085
Brenna Allsopp
Financial Planning CoordinatorCRD 7062916
Contacts
3 of 40
Richard Bauchspies
Portfolio ManagerCRD 2242970
Robert Smith
Associate Wealth AdvisorCRD 7795381
Zachary Ellington
AdministrativeCRD 8043926
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 76Active vs passive
$1.3B in ETFs
14%
$193M
36%
$1.1B
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| BURNEY US EQUITY SELECT ETF (BRES) | $665M | 24,699,277 | 49.70% |
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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