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THE BURNEY COMPANY
CRD 106945 · SEC 801-10232
1800 ALEXANDER BELL DRIVE, SUITE 510, RESTON, VA, 20191, United States
Phone
866-928-7639
Fax
703-391-6037
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$3.59B
Discretionary AUM
$3.59B
Team
46 total employees; 42 advisory reps; 1936 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (investment companies)Portfolio management (institutions)TAX PREPARATION/PLANNING SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 976 | $424.5M |
| High net worth individuals | 904 | $2.59B |
| Investment companies | 1 | $360.9M |
| Pension/profit sharing plans | 22 | $75.3M |
| Charitable organizations | 3 | $11.0M |
| Corporations/business entities | 20 | $127.1M |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD