firm profile
The Burney Company
Overview
The Burney Company is an SEC registered investment adviser based in Reston, VA, registered since 1974. It reports $3.6B in assets under management across 4,528 accounts, with 46 employees. It has 37 investment adviser representatives.
- Reported AUM
- $3.6B
- Discretionary
- 100%
- Accounts
- 4,528
- Average account
- $793K
- Employees
- 46
- Advisory reps
- 37
- Registered since
- 1974
- Jurisdictions
- 53
As reported in the firm's March 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees and Percentage of Assets
Executive officers 3 of 13
- Lowell Dorrance Pratt Jr President, Chairman, Shareholder CRD 2185935
- Wayne Patrick Ferbert Senior Managing Director CRD 4520127
- Michael Joseph Newman Chief Compliance Officer, General Counsel, Director CRD 7892085
10 more executive officers, with direct contact details
Advisory reps 3 of 37
- Brenna Renee Allsopp Investment Adviser Rep CRD 7062916
- Christine Richter Arlitt Investment Adviser Rep CRD 1832009
- Richard Elmer Bauchspies Jr. Investment Adviser Rep CRD 2242970
34 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 1800 Alexander Bell Dr Ste 510
Reston, VA 20191 - County
- Fairfax
- Metro area
- Washington-Arlington-Alexandria, DC-VA-MD-WV
- Region
- South
Registrations
- SEC registered
- Registered in 53 jurisdictions
- Website: burneyadvisorservices.com
Every state, with registration dates
Similar firms near Reston
- Mason Investment Advisory Services IncReston, VA$15.7B AUM
- Acorn Financial Advisory Services, Inc.Reston, VA$1.4B AUM
- Hopwood Financial Services, Inc.Reston, VA$75M AUM
- Reston Wealth ManagementReston, VA$59M AUM
- Sentinel Wealth Management, Inc.Reston, VA$389M AUM
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