The Burney Company, based in Reston, Virginia, is ranked No. 4 on this year's CNBC Financial Advisor 100 list. The firm serves a wide variety of clients who have a breadth of planning needs across multiple generations.
Assets Under Management: $3.4 billion
Accounts Under Management: 4,494
Years in Business: 51
- Accepts clients in all 50 states
- Physical offices in Tennessee and Virginia
- $1 million minimum asset threshold
Leadership and Contact Information:
Lowell Pratt, president
William Stewart, director of analysis
Adam Newman, managing partner of wealth management
burney.com
1800 Alexander Bell Drive, Suite 510, Reston, VA 20191
(866) 928-7639
