The Burney Company
Firm details
- Headquarters
- Reston, Virginia
- CRD number
- 106945
- Registered since
- September 18, 1974
- Website
- burney.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI72.17%
- Individuals11.83%
- Investment Companies10.06%
- Corporations / Businesses3.54%
- Pension & Profit Sharing Plans2.1%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
The Burney Company is an independent registered investment adviser organized as a corporation that provides wealth management and portfolio services to both individuals/families and institutional clients. The firm is registered with the SEC (initial registration year: 1974) and offers financial planning and portfolio management across client types including individuals/small businesses, investment companies, and businesses or institutions. Its fees are charged as a percentage of AUM and, in some cases, via fixed fees. The firm emphasizes equity exposure in its managed portfolios and supplements that exposure with allocations to third-party alternative managers. The Burney Company has been recognized in several industry lists, including CNBC’s Top 100 Financial Advisory Firms (2019, 2020, 2021, 2022, 2025) and FA Magazine’s Top RIA Firms (2020).
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities74%
- Public Funds/Mutual Funds18%
- Non-Exchange Traded Equities3%
- Cash & Cash Equivalents2%
- US Government Bonds1%
Owners & executives
2 of 2
Brenna Allsopp
Financial Planning CoordinatorCRD 7062916
Michael Newman
Chief Compliance OfficerCRD 7892085
Contacts
3 of 40
Evgeny Gushcha
Senior PartnerCRD 5713195
Adam Newman
Managing Partner and Wealth AdvisorCRD 5785551
Alexandru Kevorchian
PartnerCRD 5325352
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 85Active vs passive
$1.4B in ETFs
15%
$197M
36%
$1.2B
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| BURNEY US EQUITY SELECT ETF (BRES) | $660M | 25,000,068 | 48.84% |
Location
Reston, VA
Fairfax
Location
Reston, VA
Headquartered in Reston, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- Fairfax
- Address
- 1800 Alexander Bell Dr
- Time zone
- ET (UTC-5)
- Office locations
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