The Burney Company Review


Trust Score 97%
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The Burney Company, federally registered in 1974, is a Registered Investment Advisor (RIA) in 52 state(s) with a licensed staff of 42 advisors. The Burney Company manages $1.7 billion and provides investment advisory services for 4,196 clients (1:100 advisor/client ratio). This firm does not have a disciplinary history.

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Firm Information


Feature Value
Minimum Investment $500,000
Avg Account Balance $401,530
Hybrid Advisor No
Disciplinary History No
Total AUM $1.7 billion
Advisor / Client Ratio 1:100
Headquarters Reston, VA
SEC Filings Forms and Brochures
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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