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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-18-1974
- Office Locations
- 15
Office Locations
About THE Burney Company
The Burney Company (Burney Wealth Management) is a fiduciary wealth management firm offering integrated financial planning, discretionary investment management, and proactive tax planning. Clients include retirees, business owners, and corporate executives seeking coordinated, tax-efficient advice. The team cites a five-decade record building forward-looking portfolios and is supported by an in-house CPA advisory group (via Burney Tax Advisors LLC). Recognized in CNBC FA 100 (2025).
Team overview
Insights
Asset Classes
Client Personas
CRM
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
LOWELL DORRANCE PRATT JR
Chairman, Financial Professional, President
- CRD
- #2185935
- Ownership
- 50% but less than 75%
RICHARD ELMER BAUCHSPIES JR.
DIRECTOR, Portfolio Manager
- CRD
- #2242970
- Ownership
- 5% but less than 10%
Showing 2 of 13 owners & executives
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Brenna Renee Allsopp
Wealth Advisor
- CRD
- #7062916
CHRISTINE RICHTER ARLITT
Portfolio Manager
- CRD
- #1832009
Showing 2 of 42 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,588,662,390 | $792,549 |
| Non-Discretionary | $0 | -- |
| Total | $3,588,662,390 | $792,549 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Private Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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