What does Burney Advisor Services do?

Burney Advisor Services (BAS) is a platform launched in August 2022 by The Burney Company, an SEC-registered investment advisor established in 1974 and based in Reston, Virginia. BAS aims to empower independent financial advisors, Chief Investment Officers (CIOs), and Registered Investment Advisors (RIAs) by providing comprehensive investment management support while allowing them to maintain ownership of their client relationships. The platform builds on The Burney Company's 50-year legacy of fundamental equity analysis to offer research, active stock selection, and portfolio management tools. BAS offers tiered support levels—Silver, Gold, and Platinum—tailored to the needs of advisors. Key features include outsourced CIO services, technology packages, and fully outsourced portfolio management. Core offerings encompass investment research and analytics, discretionary portfolio management, and additional tools such as trading solutions and cybersecurity. BAS focuses on supporting independent advisors and RIAs, enhancing their capabilities with a wealth management platform that integrates with The Burney Company's broader financial services ecosystem.