Burney Company Recognized by CNBC as a Top Financial Advisor
EmitenTrust.com - Reston, VA, and Nashville, TN-based firm recognized by CNBC for eighth consecutive year
RESTON, Va., Oct. 28, 2026 /PRNewswire/ -- The Burney Company (Burney), a fiduciary investment advisory firm founded in 1974 with over $4 Billion in assets under management, was recognized on CNBC's Financial Advisor 100 list as the 34th top financial advisor and a top financial advisor in Virginia. This is the eighth consecutive year Burney has been included on the list.
As one of the first fiduciary investment advisory firms and an early entrant in structured quantitative investing, this recognition reinforces Burney's continued position at the forefront of the rapidly evolving advisor industry and commitment to clients through its Investment Management, Wealth Management (Financial Planning & Tax Advisory) and Advisor Services offerings.
Today, Burney Wealth Management delivers tax-centric wealth management to individuals, families and business owners through an integrated team of Certified Financial Planners, credentialed investment professionals and an affiliated in-house tax advisory group (Burney Tax Advisors). With this integrated approach, Burney develops a comprehensive financial strategy for clients that encompasses financial planning, investment management, tax planning, estate planning and retirement planning.
Through Burney Advisor Services, the firm provides institutional quantitative investment and OCIO solutions for Registered Investment Advisors powered by proprietary quantitative equity ratings. Solutions offered include a tax-aware long-short strategy, the Burney U.S. Factor Rotation ETF (BRNY) and the Burney U.S. Equity Select ETF (BRES), and separately managed accounts. The firm's flagship ETF, BRNY, has received a 5-Star Overall Morningstar Rating™.
"We're thrilled to be recognized again by CNBC as one of the top advisors in the country. We are at a turning point in our industry, and we believe that performance matters – it is in our DNA," said Lowell Pratt, President of Burney. "For over 50 years our focus has been delivering better outcomes for our clients, and we would not be here today if it were not for the trust our clients place with us."
Headquartered in Reston, VA, Burney serves clients in every state with advisors across the country. In March 2026, Burney opened a new office in Nashville, TN. The Burney team's ability to deliver for clients comes from deep expertise and accreditations, including two Ph.D., eight Chartered Financial Analysts, 14 Certified Financial Planners, 2 Certified Public Accountants and a Masters in Tax.
About Burney Company
Burney Company was founded in 1974 and provides investment management and comprehensive financial planning services. Burney Wealth Management, a division of Burney Company, serves individual clients, families, and business owners. Burney Advisor Services provides institutional investment solutions for Registered Investment Advisors. Investments are managed for institutions and individuals through separately managed accounts and ETFs.
Important Disclosures
© 2025 Morningstar, Inc. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.
The Morningstar Rating™ for funds, or "star rating", is calculated for managed products (including mutual funds, variable annuity and variable life subaccounts, exchange-traded funds, closed-end funds, and separate accounts) with at least a three-year history. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a managed product's monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. The Morningstar Rating does not include any adjustment for sales loads. The top 10% of products in each product category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. The Overall Morningstar Rating for a managed product is derived from a weighted average of the performance figures associated with its three-, five-, and 10-year (if applicable) Morningstar Rating metrics. The weights are: 100% three-year rating for 36-59 months of total returns, 60% five-year rating/40% three-year rating for 60-119 months of total returns, and 50% 10-year rating/30% five-year rating/20% three-year rating for 120 or more months of total returns. While the 10-year overall star rating formula seems to give the most weight to the 10-year period, the most recent three-year period actually has the greatest impact because it is included in all three rating periods.
CNBC's annual FA 100 ranking was published on 10/8/2026 for the year 2026. The Burney Company did not pay CNBC any compensation for being considered for the list; however, The Burney Company does pay a licensing fee to use the CNBC logo in marketing materials. A link to the CNBC selection criteria be found by going to Best financial advisors of 2026: CNBC Financial Advisor 100
The CNBC award was given to The Burney Company, which includes portfolio managers associated with Burney Wealth Management and nine other affiliated portfolio managers.
Advisory services are offered through The Burney Company, an investment adviser registered with the U.S. Securities & Exchange Commission. Registration as an investment adviser does not imply a certain level of skill or training.
The Fund's investment objectives, risks, charges, and expenses must be considered carefully before investing. This and other important information is contained in the prospectus, which may be obtained by visiting https://burneyetfs.com/ or by calling +1.215.882.9983. Please read the prospectus carefully before investing.
Investments involve risk. Principal loss is possible.
The Funds are actively managed and are subject to the risk that the strategy may not produce the intended results. BRES is new and has a limited operating history to evaluate
Shares of the ETF may be bought or sold throughout the day at their market price on the exchange on which they are listed. The market price of an ETF's shares may be at, above, or below the ETF's net asset value ("NAV") and will fluctuate with changes in the NAV as well as supply and demand in the market for the shares. Shares of the ETF may be redeemed directly with the ETF at NAV only by Authorized Participants in very large creation units. There can be no guarantee that an active trading market for the Fund's shares will develop or be maintained, or that their listing will continue or remain unchanged. Buying or selling the Fund's shares on an exchange may require the payment of brokerage commissions, and frequent trading may incur brokerage costs that detract significantly from investment returns.
Equity Securities Risk – Equity securities, such as common stocks, are subject to market, economic, and business risks that may cause their prices to fluctuate. Growth Investing Risk – The risk of investing in growth stocks that may be more volatile than other stocks because they are more sensitive to investor perceptions of the issuing company's growth potential.
Value Style Risk – Value investing involves the risk that an investment in undervalued securities may not appreciate as anticipated or remain undervalued for long periods.
Small- to Mid-Capitalization Risk – Investments in small- to mid-capitalization companies are subject to greater risks than large-company stocks due to limited resources and inventory, as well as greater sensitivity to adverse conditions.
Active Management Risk – The Fund is actively managed and may not meet its investment objective if the Sub-Adviser fails to implement investment strategies for the Fund.
High Portfolio Turnover Risk – The Fund's investment strategy is expected to result in a higher portfolio turnover rate, which may increase brokerage commission costs and thus negatively impact the Fund's performance.
Non-Diversification Risk. Because the Fund is non-diversified, it may be more sensitive to economic, business, political or other changes affecting individual issuers or investments than a diversified fund, which may result in greater fluctuation in the value of the Shares and greater risk of loss
This material has been distributed for informational purposes only and should not be considered as investment advice or a recommendation of any particular security, strategy, or investment product. We make no representation or warranty as to the accuracy or completeness of the information contained herein, including third-party data sources. The views expressed are as of the publication date and subject to change at any time. No part of this material may be reproduced in any form or referred to in any other publication without express written permission. References to other funds should not be interpreted as an offer or recommendation of these securities.
The Funds are distributed by PINE Distributors LLC. The fund's investment advisor is Empowered Funds LLC, which is doing business as ETF Architect. The Burney Company serves as a sub-adviser to the fund. PINE Distributors, LLC, is not affiliated with ETF Architect or The Burney Company.
Fund ratings and rankings should not be used as the sole basis for evaluating a fund. Performance data quoted represents past performance and is no guarantee of future results. Current performance may be lower or higher than the performance data quoted. Investment return and principal value will fluctuate so that an investor's shares, when redeemed, may be worth more or less than original cost. Returns less than one year are not annualized. For BRNY expenses and standardized performance current to the most recent month-end visit burneyetfs.com/brny/
351 Exchange Considerations: The 351 exchange is a limited-time opportunity available only during the ETF launch period. Participants must meet specific eligibility requirements and should consult with their tax advisor before participating. This is tax deferral, not elimination—you will pay capital gains when you sell ETF shares. A 351 exchange, governed by Section 351 of the Internal Revenue Code, allows for the transfer of property to a corporation for its stock without immediate tax liability. This provision is often used when starting a new corporation or adding assets to an existing one. The regulation facilitates a change in the form of an investment, from direct ownership of property to indirect ownership through stock, by deferring any tax event until the shareholder sells the stock.
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SOURCE Burney Company