The CNBC FA 100 ranking, which takes into consideration a variety of factors beyond assets under management, recognizes those advisory firms that help clients navigate through their financial life.
FA 100

9. The Burney Company

The Burney Company, based in Reston, VA, is ranked No. 9 on the 2023 CNBC Financial Advisor 100 list. The firm also appeared on last year's FA 100 list.

Total AUM: $2.5B

Years in Business: 49

Accounts Under Management: 4,229

Previous appearances on FA 100 List: 4 (No. 9 in 2022)

Principals:

Lowell Pratt, President

Adam Newman, Managing Partner of Wealth Management

Contact:

burneywealth.com

1800 Alexander Bell Drive, Suite 510, Reston, VA 20191

(703) 391-6020