Wealth Manager
    SEC Registered
    Manages Private Funds

    The Burney Company

    Registered investment advisor · Reston, Virginia · CRD #106945

    Assets Under Management
    $3.6B
    Client Accounts
    4,528
    Employees
    46
    CRD Number
    106945
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About The Burney Company

    The Burney Company, established in 1974, is an SEC-registered investment advisor offering management and planning services for individuals and businesses, managing over $2 billion in assets. The firm is based in Reston, Virginia, and charges fees based on a percentage of assets under management.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for The Burney Company

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is The Burney Company's AUM?

    The Burney Company reports approximately $3.6B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is The Burney Company headquartered?

    The Burney Company is headquartered in Reston, Virginia.

    What is The Burney Company's CRD number?

    The Burney Company's CRD number is 106945. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does The Burney Company manage?

    The Burney Company manages approximately 4,528 client accounts according to its latest SEC filing.

    Is The Burney Company SEC registered?

    Yes, The Burney Company is registered with the SEC as an investment adviser with an approved registration status.

    Similar advisors in Virginia

    Vest Financial LLC
    McLean, VA · $51.8B AUM
    Sands Capital Management, LLC
    Arlington, VA · $44.3B AUM
    Investure, LLC
    Charlottesville, VA · $38.5B AUM
    Strategic Investment Management, LLC
    Arlington, VA · $35.5B AUM
    Cornerstone Partners
    Charlottesville, VA · $29.3B AUM
    Davenport & Company LLC
    Richmond, VA · $24.7B AUM
    See all top RIA firms in Virginia →

    Research firms like The Burney Company at scale

    Search 43,000+ investment firms and 640,000+ contacts by AUM, custodian, state, and strategy.

    Start Free Trial