3. The Burney Company: A Closer Look

3. The Burney Company: A Closer Look
3. The Burney Company: A Closer Look

The Burney Company, located in Reston, Virginia, has been ranked No. 3 on the 2024 CNBC Financial Advisor 100 list, and it also made the FA 100 list in the previous year.

Total AUM: $3B

Years in Business: 50

Accounts Under Management: 4,400

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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

by CNBC.com staff

Investing