Disclosures
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
CNBC: 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, Burney Company does pay a licensing fee to use the CNBC logo in marketing materials. A link to the CNBC selection criteria can be found by going to https://www.cnbc.com/2026/10/08/cnbc-financial-advisor-100-faq.html. The CNBC award was given to The Burney Company, which includes portfolio managers associated with Burney Wealth Management and nine other affiliated portfolio managers.
FA Magazine: The Financial Advisors Magazine’s 2026 Top RIA Survey & Rankings was published in July 2026. Burney Wealth Management is part of The Burney Company, a registered investment adviser. The Company includes portfolio managers from Burney Wealth Management and nine other affiliated managers. Although The Burney Company did not pay a fee to be included in the survey, it pays the Magazine a licensing fee to display its logo in marketing materials.
The Magazine’s Award Methodology: FA's RIA survey is a ranking based on AUM at year-end of independent RIA firms that file their ADV with the SEC. FA's RIA ranking orders firms from largest to smallest, based on AUM reported to us by firms that voluntarily complete and submit FA's survey. To be eligible for the ranking, firms must be independent registered investment advisors and provide financial planning and related services to individual clients. Firms must have at least $1 billion in assets under management as of December 31, 2025, to be included.
