The Burney Company, based in Reston, Virginia, is ranked No. 3 on the 2024 CNBC Financial Advisor 100 list. The firm also appeared on last year's FA 100 list.
Total AUM: $3B
Years in Business:Â 50
Accounts Under Management: 4,400
Previous appearances on FA 100 List:Â 5 (No. 9 in 2023)
Principals:
Lowell Pratt, President
William Stewart, Director of Analysis
Adam Newman, Managing Partner of Wealth Management
Contact:
1800 Alexander Bell Drive, Suite 510, Reston, VA 20191
(866) 928-7639
