The Burney Company is an SEC registered investment adviser organized as a corporation with a primary office location in Reston, VA. Its latest Form ADV filing, dated March 30, 2026, reports $3.6B in regulatory assets under management, 46 employees, 14 offices, and 4,528 accounts.
Assets Under Management
$3.6B
Employees
46
Offices
14 offices
Total Clients
1,926
Primary office
RESTON, VA
1800 ALEXANDER BELL DRIVE, SUITE 510, RESTON, VA, United States
Top client segmentIndividuals represent 50.7% of total clients.
Top client categories% of clientsClients
1
Individuals
50.7%
976
2
HNWI
46.9%
904
3
Pension Plans
1.1%
22
4
Corporations
1.0%
20
5
Charitable
0.2%
3
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$3.6Bas of March 30, 2026
Discretionary100.0%
$3.6B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$3.6B
Total Accounts4,528
10Y AUM Change+$1.9B (+107.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees46
Clients per Employee42:1
10Y Employee Change+6 (+15.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.