THE BURNEY COMPANY

RIASEC RegisteredEst. 1974

Total AUM

$3.6B

Discretionary

$3.6B

100% of AUM

Avg account

$793K

Accounts

4,528

Employees

Advisory reps

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

FINTRX

Overview

The Burney Company is an independent registered investment adviser and corporation that has been SEC-registered since 1974. It provides financial planning and discretionary portfolio management across individual, family and institutional client segments, and charges both asset-based fees and fixed-fee arrangements depending on the engagement. The firm’s public materials indicate a focus on equity-led portfolios—Exchange Traded Equities are the dominant held asset class—and it is not positioned as an ESG-focused manager. The firm has attracted industry recognition: it appeared on CNBC’s Top 100 Financial Advisory Firms lists multiple years (2019, 2020, 2021, 2022 and 2025) and was named among FA Magazine’s Top RIA Firms in 2020. Advisory activities listed by the firm include financial planning and portfolio management for individuals/small businesses, investment companies, and institutions.