DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
The Burney Company
Latest filing Mar 30, 2026
First filing on the tape Jan 5, 2012 · 121 filings
SEC status approved since Sep 18, 1974
RAUM
$3.6B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
84%
$3.0B individuals and HNW
Advisors
37
registered through the firm on IAPD
RAUM per advisor
$97.0M
derived; firm RAUM over IAPD count
Employees
46
42 advisory (5.B.1)
Offices
14
beyond the principal office
Private funds
0
reported on Schedule D
History
121 filings and snapshots on the tape
RAUM$3.6B as of Mar 30, 2026
Mar 7, 2012$843M then
HNW client RAUM$2.6B as of Mar 30, 2026
Mar 28, 2018$1.4B then
State-registered IARs (5.B.3)25 as of Mar 30, 2026
Mar 7, 201325 then
Employees (5.A)46 as of Mar 30, 2026
Mar 7, 201340 then
Private funds: no history
RAUM +14% over the last fiscal year+17% a year over threeIARs 27 to 25
Practice profile
derived from the filing of Mar 30, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- RAUM per advisor
- $97.0MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 51derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $2.9MderivedHNW RAUM over HNW clients
- Average account
- $792,549derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 2.4%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.2derivedItem 5.A over advisors
- Advisors per office
- 2.5derived15 offices incl. principal (1.F.5)
- RAUM growth, one year
- +14%derivedbetween the last two annual amendments
- Advisor growth, one year
- -7.4%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- -0.3%derived
- Compensation
- percentage of assets, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, portfolio management for investment companies, otherreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- a related person has custody of client cash (9.B.1.a)
- the adviser acts as qualified custodian (9.D.1)
- marketing includes testimonials (5.L.1.c)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$2.6B72%
- Individuals$425M12%
- Investment companies$361M10%
- Corporations and businesses$127M3.5%
- Pension and profit-sharing plans$75.3M2.1%
- Charitable organizations$11.0M0.3%
- Individual clients
- 976reported
- HNW clients
- 904reported
- Pension plan clients
- 22reported
- Charitable clients
- 3reported
- Accounts
- 4,528reported
- Financial planning clients
- 251-500reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixedreported
- Class basis
- private_client_share=0.84 fund_share=0.1 institutional_share=0.02 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
37 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Kenneth Elliott Stanley | Vienna, Va | Sep 23, 1987 | 47 y | 0 |
| Thomas Durrell Hunt | Duck , Nc | Nov 30, 1987 | 41 y | 0 |
| Peter Christopher Woolston | Essex, Ct | Jan 22, 1991 | 45 y | 0 |
| John Michael Daley | Carlisle, Pa | Jul 26, 1991 | 42 y | 0 |
| Christine Richter Arlitt | Houston, Tx | Jan 2, 1992 | 38 y | 0 |
| Lowell Dorrance PrattChartered Financial Analyst | Reston, Va | Mar 9, 1992 | 40 y | 0 |
| Richard Elmer BauchspiesChartered Financial Analyst | Portsmouth, Ri | Jan 1, 1993 | 34 y | 0 |
| Sherrie Parks Campbell | Watkinsville, Ga | Sep 11, 2007 | 35 y | 0 |
| Evgeny Vyacheslavovich Gushcha | Reston, Va | Sep 21, 2009 | 18 y | 0 |
| John William Drerup | Union City, Tn | Jan 13, 2010 | 22 y | 0 |
| Bijal Harshad Patel | Richmond, Va | Jul 17, 2012 | 30 y | 1 |
| Alexandru Cristian Kevorchian | Reston, Va | Feb 19, 2013 | 14 y | 0 |
| Andrew Joseph Pratt | Reston, Va | Jun 6, 2013 | 14 y | 0 |
| Leslie Smith Sinyard | Watkinsville, Ga | Nov 30, 2016 | 14 y | 0 |
| Kyle Patrick McfarlandCertified Financial Planner | Reston, Va | Dec 1, 2016 | 10 y | 1 |
| Jodi Lee Bowman | Carlisle, Pa | Jan 4, 2017 | 12 y | 0 |
| Fariba Shahbaz | Reston, Va | Nov 8, 2017 | 30 y | 0 |
| Brenna Renee AllsoppCertified Financial Planner | Reston, Va | Jan 11, 2019 | 12 y | 0 |
| Robert Louis Pratt | Reston, Va | Sep 30, 2020 | 10 y | 0 |
| Harriet Bridjett Fountain | Reston, Va | Apr 12, 2021 | 30 y | 0 |
| Brian Quantrille | Reston, Va | Oct 6, 2021 | 13 y | 0 |
| Albert John Mullan | Reston, Va | Oct 19, 2022 | 12 y | 0 |
| Anne Arden Majors | Reston, Va | Feb 1, 2024 | 11 y | 0 |
| Clayton Pierce Owen | Athens, Ga | Apr 5, 2024 | 10 y | 0 |
| Erin Eileen Evans | Reston, Va | May 14, 2024 | 12 y | 0 |
| Emily Medling Stokes | Union City, Tn | Oct 18, 2024 | 15 y | 0 |
| Zachary Charles Ellington | Watkinsville, Ga | Feb 14, 2025 | 11 y | 0 |
| Owen George Hendershot | Reston, Va | Oct 16, 2025 | 11 y | 0 |
| Cameron Read Bishop | Reston, Va | Oct 30, 2025 | 12 y | 0 |
| Hannah Camille Terwilliger | Reston, Va | Nov 14, 2025 | 10 y | 0 |
| Adam Michael NewmanCertified Financial Planner | Brentwood, Tn | Dec 8, 2025 | 16 y | 5 |
| Kenny Danny MezherChartered Financial Analyst | Reston, Va | Dec 16, 2025 | 10 y | 1 |
| Brayden Thomas OswaldCertified Financial Planner | Brentwood, Tn | Feb 18, 2026 | 11 y | 2 |
| Robert Boston Smith | Brentwood, Tn | Mar 17, 2026 | 11 y | 1 |
| Joel Andrew Sanjay Sues | Brentwood, Tn | Mar 30, 2026 | 10 y | 0 |
| Dylan Jacob IbarraCertified Financial Planner | Reston, Va | Jun 26, 2026 | 9 y | 1 |
| Nathaniel Cole WillsonCertified Financial Planner | Brentwood, Tn | Jul 16, 2026 | 10 y | 0 |
Advisor movement
1 left, 4 joined in 12 months
net +3 in 12 months0 left in 90 days1 joined in 90 daysdeparture rate 2.7% of current headcount2 left over 36 months
Left, latest
- Benjamin David Scrivener to Steigerwald, Gordon & Koch - Wealth AdvisorsSep 30, 2025 · RIA to RIA
- Roch Earl Monnig to Root Financial PartnersJun 4, 2025 · RIA to RIA
- Janet L Howard to Cassaday & Company, Inc.May 17, 2023 · RIA to RIA
- Robert Anthony Hardesty to Wealth Enhancement Advisory Services, LLCFeb 28, 2023 · RIA to affiliated broker-dealer or bank
- Adam Michael Newman to Bragg Financial Advisors IncDec 1, 2022 · RIA to RIA
- Christopher Paul Urban to Discovery Wealth Planning LLCApr 11, 2022 · RIA to a state-registered adviser
- Madolynn Helen Morken to Steigerwald, Gordon & Koch - Wealth AdvisorsDec 9, 2021 · RIA to RIA
- Michael Waldorf Puck to Zega Financial, LLCJul 1, 2021 · RIA to RIA
- Chad Allen Hoover to Fidelity Personal And Workplace AdvisorsMay 4, 2020 · RIA to affiliated broker-dealer or bank
- John Eugene Ashcroft to Girard Advisory Services, LLCAug 28, 2018 · RIA to RIA
- Michael Scott Martin to Cwa Asset Management GroupJan 3, 2018 · Other
- Didi Chen to Everleap Financial PlanningJun 20, 2017 · Other
- Michael Lawrence Hinson to Mercer Global Advisors Inc.Dec 1, 2014 · Other
- Evgeniy Yurievich Yashin to Signet Management USA, LLCNov 16, 2012 · Other
- Jeffrey Ray Albright to Creative PlanningSep 7, 2012 · Other
Joined, latest
- Dylan Jacob Ibarra from The Advocate Group, LLCJun 26, 2026 · RIA to RIA
- Robert Boston Smith from Wells Fargo AdvisorsMar 17, 2026 · Wirehouse to independent RIA
- Brayden Thomas Oswald from Mrwm Capital Management, LLCFeb 18, 2026 · Other
- Adam Michael Newman from Bragg Financial Advisors IncDec 8, 2025 · RIA to RIA
- Roch Earl Monnig from Deeper PocketsFeb 7, 2023 · Other
- Benjamin David Scrivener from StratwealthMay 2, 2019 · RIA to RIA
- Chad Allen Hoover from J.P. Morgan Securities LLCMar 18, 2019 · Wirehouse to independent RIA
- Adam Michael Newman from Sfg Investment Advisors, Inc.Apr 10, 2017 · Other
- Michael Waldorf Puck from Global Financial Private Capital, Inc.Dec 16, 2016 · Other
- Kyle Patrick Mcfarland from Tvamp, LLCDec 1, 2016 · Other
- Michael Scott Martin from Td Ameritrade Investment Management, LLCOct 22, 2012 · Other
- Bijal Harshad Patel from Td Ameritrade, Inc.Jul 17, 2012 · Other
- Jeffrey Ray Albright from Td Ameritrade, Inc.Mar 8, 2006 · Other
- Robert Anthony Hardesty from Td Ameritrade, Inc.Aug 15, 2005 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Elmer Richard Bauchspies · Director, Shareholdercontrolsince 01/2006 · owns 5% to 10%
- Parks Sherrie Campbell · Directorcontrolsince 06/2019 · owns less than 5%
- Michael John Daley · Directorcontrolsince 07/2009 · owns less than 5%
- William John Drerup · Directorcontrolsince 01/2024 · owns less than 5%
- Durrell Thomas Hunt · Director, Shareholdercontrolsince 07/2017 · owns 5% to 10%
- Joseph Andrew Pratt · Directorcontrolsince 01/2024 · owns less than 5%
- Dorrance Lowell Pratt · President, Chairman, Shareholdercontrolsince 01/1999 · owns 50% to 75%
- Xin Shen · Director, Shareholdercontrolsince 03/2016 · owns 5% to 10%
- Abbott William Stewart · Chief Operating Officercontrolsince 01/2006 · owns 5% to 10%
- Martin Walsh · Director, Shareholdercontrolsince 05/2015 · owns 5% to 10%
- Christopher Peter Woolston · Directorcontrolsince 07/2009 · owns less than 5%
- Patrick Wayne Ferbert · Senior Managing Directorsince 02/2024 · owns less than 5%
- Joseph Michael Newman · Chief Compliance Officer/General Counsel/Directorsince 04/2024 · owns less than 5%
Entity owners
- The Burney Company · Companydirect · owns 5% to 10%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Reston, Va · principal | 18 | 5 | 1 | ||
| Brentwood, Tn | 6 | 6 | 0 | ||
| Watkinsville, Ga | 3 | 0 | 0 | ||
| Carlisle, Pa | 2 | 0 | 0 | ||
| Union City, Tn | 2 | 0 | 0 | ||
| Knoxville, Tn | 0 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
- Indian Land, SC1 employees
- Johns Creek, GA1 employees
- Nashville, TN1 employees
- Richmond, VA1 employees
- , 1 employees
What changed
consecutive filings, newest first
- Accounts · 4,389 to 4,528Aug 27, 2025 to Mar 30, 2026
- Advisory activities · 4 to 5Aug 27, 2025 to Mar 30, 2026
- Corporate clients · 22 to 20Aug 27, 2025 to Mar 30, 2026
- HNW clients · 822 to 904Aug 27, 2025 to Mar 30, 2026
- Individual clients · 1,063 to 976Aug 27, 2025 to Mar 30, 2026
- Pension plan clients · 21 to 22Aug 27, 2025 to Mar 30, 2026
- State-registered IARs · 27 to 25Aug 27, 2025 to Mar 30, 2026
- Discretionary RAUM · $3.1B to $3.6BAug 27, 2025 to Mar 30, 2026
- HNW RAUM · $2.1B to $2.6BAug 27, 2025 to Mar 30, 2026
- Individual RAUM · $536M to $425MAug 27, 2025 to Mar 30, 2026
- Non-discretionary RAUM · $39.9M to $0Aug 27, 2025 to Mar 30, 2026
- Pension RAUM · $70.0M to $75.3MAug 27, 2025 to Mar 30, 2026
- RAUM · $3.1B to $3.6BAug 27, 2025 to Mar 30, 2026
- Financial planning clients · 251-500 to 251-500Mar 31, 2025 to May 8, 2025
- Accounts · 4,284 to 4,389Aug 14, 2024 to Mar 31, 2025
- Advisory employees · 40 to 42Aug 14, 2024 to Mar 31, 2025
- Corporate clients · 25 to 22Aug 14, 2024 to Mar 31, 2025
- HNW clients · 837 to 822Aug 14, 2024 to Mar 31, 2025
- Individual clients · 1,046 to 1,063Aug 14, 2024 to Mar 31, 2025
- Pension plan clients · 22 to 21Aug 14, 2024 to Mar 31, 2025
- Employees · 42 to 46Aug 14, 2024 to Mar 31, 2025
- Discretionary RAUM · $2.7B to $3.1BAug 14, 2024 to Mar 31, 2025
- HNW RAUM · $2.0B to $2.1BAug 14, 2024 to Mar 31, 2025
- Individual RAUM · $335M to $536MAug 14, 2024 to Mar 31, 2025
- Non-discretionary RAUM · $0 to $39.9MAug 14, 2024 to Mar 31, 2025
- Pension RAUM · $60.3M to $70.0MAug 14, 2024 to Mar 31, 2025
- RAUM · $2.7B to $3.1BAug 14, 2024 to Mar 31, 2025
- Accounts · 4,175 to 4,284Mar 24, 2023 to Mar 22, 2024
- Charity clients · 4 to 3Mar 24, 2023 to Mar 22, 2024
- Corporate clients · 15 to 25Mar 24, 2023 to Mar 22, 2024
- HNW clients · 894 to 837Mar 24, 2023 to Mar 22, 2024
- Individual clients · 1,036 to 1,046Mar 24, 2023 to Mar 22, 2024
- Pension plan clients · 6 to 22Mar 24, 2023 to Mar 22, 2024
- Employees · 41 to 42Mar 24, 2023 to Mar 22, 2024
- State-registered IARs · 30 to 27Mar 24, 2023 to Mar 22, 2024
- Discretionary RAUM · $2.3B to $2.7BMar 24, 2023 to Mar 22, 2024
- HNW RAUM · $1.8B to $2.0BMar 24, 2023 to Mar 22, 2024
- Individual RAUM · $231M to $335MMar 24, 2023 to Mar 22, 2024
- Pension RAUM · $14.6M to $60.3MMar 24, 2023 to Mar 22, 2024
- RAUM · $2.3B to $2.7BMar 24, 2023 to Mar 22, 2024
Signals
16 dated events
- Thomas Durrell Hunt added a NC registration at The Burney CompanySep 16, 2026 · New state registration · fact
- Benjamin David Scrivener left The Burney Company for Steigerwald, Gordon & Koch - Wealth Advisors (registered 2025-11-04)Sep 30, 2025 · Advisor changed firm · fact
- Roch Earl Monnig left The Burney Company for Root Financial Partners (registered 2025-06-03)Jun 4, 2025 · Advisor changed firm · fact
- Russell Gilbert Green (Shareholder) no longer on Schedule A of The Burney Company (listed 2024-04-25, absent 2024-07-19)Jul 19, 2024 · Control person left · inference
- William John Drerup (Director) appeared on Schedule A of The Burney CompanyMar 22, 2024 · Control person joined · fact
- Joseph Andrew Pratt (Director) appeared on Schedule A of The Burney CompanyMar 22, 2024 · Control person joined · fact
- Janet L Howard left The Burney Company for Cassaday & Company, Inc. (registered 2024-02-14)May 17, 2023 · Advisor changed firm · fact
- Robert Anthony Hardesty left The Burney Company for Wealth Enhancement Advisory Services, Llc (registered 2023-03-02)Feb 28, 2023 · Advisor changed firm · fact
- Adam Michael Newman left The Burney Company for Bragg Financial Advisors Inc (registered 2022-12-11)Dec 1, 2022 · Advisor changed firm · fact
- The Burney Company reported 29 state-registered advisory representatives, up from 0 (2022-09-06 to 2022-09-07)Sep 7, 2022 · Advisor headcount change · derived
- Christopher Paul Urban left The Burney Company for Discovery Wealth Planning Llc (registered 2022-05-18)Apr 11, 2022 · Advisor changed firm · fact
- The Burney Company reported RAUM $2.6B, up 26% from $2.1B (2022-01-19 to 2022-03-23)Mar 23, 2022 · RAUM change · derived
- Anika Mary Burney (Shareholder) no longer on Schedule A of The Burney Company (listed 2022-01-19, absent 2022-03-23)Mar 23, 2022 · Control person left · inference
- John Crouse Burney (Founder, Director) no longer on Schedule A of The Burney Company (listed 2021-03-26, absent 2021-06-07)Jun 7, 2021 · Control person left · inference
- Parks Sherrie Campbell (Director) appeared on Schedule A of The Burney CompanyJul 9, 2019 · Control person joined · fact
- The Burney Company reported 0 state-registered advisory representatives, down from 25 (2017-09-27 to 2018-03-28)Mar 28, 2018 · Advisor headcount change · derived
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business email
- marty@burney.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business email
- alexshen@burney.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business email
- bill@burney.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business email
- yev@burney.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business email
- hsheldon@burney.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business email
- ajmullan@burney.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business email
- pierce@burney.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business email
- bsurette@burney.comreportedpublished by the firm, firm site, Sep 15, 2026
- Firm profile
- LINKEDIN.COM/COMPANY/BURNEYWEALTHMANAGEMENTreportedpublic record, Form ADV, Sep 17, 2026
- Website
- BURNEY.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 866-928-7639reportedpublic record, Form ADV, Mar 30, 2026
- Team page
- burneyinvest.com/teamreportedpublished by the firm, firm site, Sep 15, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $97.0Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026