Disclaimers

Barron’s: According to Barron’s, “The formula [used] to rank advisors has three major components: assets managed, revenue produced and quality of the advisor’s practice. Investment returns are not a component of the rankings because an advisor’s returns are dictated largely by each client’s risk tolerance. The quality-of-practice component includes an evaluation of each advisor’s regulatory record.” The rankings are based on the universe of applications submitted to Barron’s. The selection process begins with a nomination and application provided to Barron’s. Principals of Burney Company self-nominated the firm and submitted quantitative and qualitative information to Barron’s as requested. Barron’s reviewed and considered this information, which resulted in the rankings. More information

‍Forbes 100 Fastest Growing RIA Firms for 2016: To be considered for this ranking, each firm must be a registered investment advisor (RIA) with the SEC, provide wealth management services and serve individual clients as a primary focus. More information

‍Northern Virginia Magazine: The Top Financial Professionals listing is created from survey votes by peers in the financial industry from the following categories: broker, financial planner, insurance adviser, investment adviser and tax accountant. More information