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Burney Company Earns CNBC Top Advisor Nod for Eighth Year

Summarized from All Financial Services & Investing

The Reston, VA and Nashville, TN fiduciary firm, managing over $4B in assets, landed on CNBC's top advisor list for the eighth straight year.

Burney Company Earns CNBC Top Advisor Nod for Eighth Year

The Burney Company, a fiduciary investment advisory firm headquartered in Reston, Virginia, with additional operations in Nashville, Tennessee, has again been named to CNBC's roster of top financial advisors — marking the eighth consecutive year the firm has earned that recognition.

Founded in 1974, Burney manages more than $4 billion in assets under management, placing it among the established independent advisory firms operating in the mid-Atlantic and Southeast regions. The firm's fiduciary status means it is legally obligated to act in clients' best interests, a standard that distinguishes it from broker-dealers operating under a lesser suitability requirement.

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Consecutive appearances on a high-profile national ranking carry meaningful marketing weight in the competitive wealth management industry, signaling consistency in service standards and business stability to prospective clients. Eight straight years on a single list is an uncommon achievement among the thousands of registered investment advisors operating across the United States.

The CNBC recognition adds to a broader pattern of third-party validation that advisory firms increasingly pursue as differentiation becomes harder in a crowded marketplace where fee compression and technology-driven competition continue to reshape the sector.

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Frequently Asked Questions

Q.Where is the Burney Company located?

The Burney Company is based in Reston, Virginia, and also has a presence in Nashville, Tennessee.

Q.How much does the Burney Company have in assets under management?

The firm manages more than $4 billion in assets under management.

Q.When was the Burney Company founded?

The Burney Company was founded in 1974, making it more than five decades old.

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