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The Burney Company

● SEC registered since 1974CRD 106945SEC# 801-10232Reston, VA
Export (members)
Reg. AUM
$3.59B
Employees
46
Accounts
4,528
Location
Reston, VA

The Burney Company assets under management

The Burney Company is an investment advisory firm registered with the SEC based in Reston, VA. The firm has been registered since 1974. It reports $3.6 billion in regulatory assets under management and employs 46 people.

The Burney Company owners & executives

14 reported
NameTitleOwnershipSince
Andrew Joseph Pratt ControlDirectorUnder 5%2024
John Michael Daley ControlDirectorUnder 5%2009
John William Drerup ControlDirectorUnder 5%2024
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Frequently asked questions

How much does The Burney Company manage?

The Burney Company reports $3.6 billion in regulatory assets under management on its Form ADV.

How many employees does The Burney Company have?

The Burney Company reports 46 employees.

Where is The Burney Company located?

The Burney Company is based in Reston, VA and has been SEC-registered since 1974.

Does The Burney Company disclose fund performance?

The Burney Company is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1800 Alexander Bell Drive, Suite 510, Reston, VA 20191
Phone866-928-7639
Fax703-391-6037
Office hours9a.m.-5p.m.
SEC regionPhiladelphia Regional Office (PLRO)
CIK940445
Discloses disciplinary historyNo

Regulatory AUM

$3.59B▲ 14%
Mar '25 — $3.14BApr '25 — $3.14BMay '25 — $3.14BJun '25 — $3.14BJul '25 — $3.14BAug '25 — $3.14BSep '25 — $3.14BOct '25 — $3.14BNov '25 — $3.14BDec '25 — $3.14BJan '26 — $3.14BFeb '26 — $3.14BMar '26 — $3.59BApr '26 — $3.59BMay '26 — $3.59BJun '26 — $3.59B
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 16%
Larger than 84% of 16,271 advisers
EmployeesTop 13%
More than 87% of 16,825 advisers

Assets under management

$3.59Bregulatory AUM
Discretionary $3.59B