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THE BURNEY COMPANY

1800 Alexander Bell Drive
Suite 510
Reston, Virginia 20191
Tel: 703-531-0405

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About THE BURNEY COMPANY

THE BURNEY COMPANY, formally registered with the SEC as THE BURNEY COMPANY. The firm was established in 09/18/1974. They have over 15 offices throughout the country.

THE BURNEY COMPANY is a Reston, Virginia based Financial Planning firm with nearly $2,680,712,693 assets under management, offering retirement planning & investment advisory services to 4284 clients. The firm is staffed with 42 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#106945
SEC#801-10232
Assets Managed by Firm$2,680,712,693
No. of Clients4284
No. of Advisors42

Fee Structure

  • A percentage of AUM
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Other (TAX PREPARATION SERVICES)

Firm Client Information

No. of ClientsAUM
Firm Total4284$2,680,712,693
Individuals (other than high net worth individuals)1046$335,016,290
High net worth individuals837$1,991,038,997
Pension and profit sharing plans22$60,289,539
Charitable organizations3$9,829,033
Corporations or other businesses25$96,786,656

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