The Burney Company


Trust Score 97%
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Last updated: August 21st, 2019. Data source: SEC filings.

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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.

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Firm Information


Feature Value
Minimum Investment $500,000
Average Client Balance $803,061
Hybrid Advisor No
Disciplinary History No
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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