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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).
Reported data analysis
What the numbers show
Between August 27, 2025 and March 30, 2026, reported AUM increased 14.4%, from $3.1B to $3.6B.
Across 5 reported observations, AUM increased 36.7% between November 1, 2022 and March 30, 2026, from $2.6B to $3.6B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 42 advisory representatives and 3,862 clients, or 92 clients per representative. That equates to $929.2K in reported AUM per client.
The profile lists 15 reported office locations and 51 years in operation. The source data was last updated on March 30, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- CRM
- Investment Themes
- Investment Vehicles
- Platform
- Services
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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
SMA allocation detail is available
THE Burney Company has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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THE Burney Company's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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