THE Burney Company
SEC RegisteredResearch-powered performance: institutional investment solutions for RIAs
About the firm
Burney Advisor Services is a platform that supports all aspects of investment management including research, ratings, active stock selection, and portfolio management. Since 1974, Burney has empowered advisors with sophisticated investment capabilities, including a quantitative equity ratings system, GIPS-compliant active strategies, and an innovative 130-30 long-short strategy.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Outsourced CIO services, separately managed accounts, 130-30 long-short strategy, proprietary ETFs, equity research and ratings covering over 2,800 US stocks, active stock selection, portfolio management, daily market commentary, and a platform for advisors to join Burney.
Who they serve
Registered Investment Advisors (RIAs) and financial advisors seeking sophisticated investment capabilities and customized solutions for their clients.
Leadership
Office locations
Advisors at this firm
37 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Up to $2,000,000 | 1.25% |
| $2,000,000 to $5,000,000 | 1.00% |
| $5,000,000 to $10,000,000 | 0.90% |
| Over $10,000,000 | 0.75% |
Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. THE Burney Company has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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