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THE Burney Co.

Headquartered in RESTON, VA

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Firm Information

THE Burney Co. is an investment advisory firm with approximately $1 billion - $10 billion in assets under management. The firm, which is headquartered in RESTON, VA, has 40 investment advisory functions and 27 investment adviser representatives. They provide investment advice to individuals, corporations, investment companies, pension and profit sharing plans, and charitable organizations.

THE Burney Co.

1800 ALEXANDER BELL DRIVE

RESTON, VA 20191

$2.68B

Assets Under Management

Not reported

Total Clients

31

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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tax preparation services

Tax preparation services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (18)

THE BURNEY CO. has a total of 18 branch locations across the country.
location

Longmont, CO

location

Reston, VA

location

ESSEX, CT

location

Knoxville, TN

location

ARLINGTON, VA

location

Watkinsville, GA

location

RESTON, VA

location

WATKINSVILLE, GA

location

HOUSTON, TX

location

VIENNA, VA

location

CARLISLE, PA

location

Athens, GA

location

Union City, TN

location

Nashville, TN

location

Richmond, VA

location

Lakewood Ranch, FL

location

PORTSMOUTH, RI

location

Indian Land, SC

Advisors at THE Burney Co.

View All 31 Advisors
Unclaimed
Jodi Lee Bowman

RA

Carlisle, PA

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Unclaimed
Robert Louis Pratt

RA

Reston, VA

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Unclaimed
Christine Richter Arlitt

RA

HOUSTON, TX

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Unclaimed
Russell Howard Floyd

CFA®, RA

Longmont, CO

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Unclaimed
Gilbert Russell Green

RA

Lakewood Ranch, FL

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Unclaimed
Anne Arden Pomar

RA

Reston, VA

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Unclaimed
Clayton Pierce Owen

RA

Athens, GA

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Unclaimed
Benjamin David Scrivener

CFP®, RA

Reston, VA

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Disclosures

There are no public disclosures for THE Burney Co..

Frequently Asked Questions (8)

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