The Burney Company

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Trust Score 97%
Trust Score  info_outline

The Burney Company, federally registered in 1974, is a Registered Investment Advisor (RIA) in 50 state(s) with a licensed staff of 42 advisors. The Burney Company manages $1.7 billion and provides investment advisory services for 2,098 clients (1:50 advisor/client ratio). This firm does not have a disciplinary history.

Last updated: October 16th, 2019. Data source: SEC filings.


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Firm Information

Feature Value
Rank (United States) Top 5%
Advisors Directory View Directory
Top Advisor Kenneth Elliott Stanley
Avg Advisor Trust Score 97
Avg Advisor Years Registered 11
Minimum Investment $500,000
Average Client Balance $803,061
Total AUM $1.7 billion
Advisor / Client Ratio 1:50
Headquarters Reston, VA
SEC Filings Forms and Brochures    (CRD # 106945)
State(s) Registered AL, AK, AZ, AR, CA, CO, CT, DE, DC, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, VI, VA, WA, WV, WI, WY

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