The company in Reston Virginia and Nashville, Tennessee, has received CNBC recognition for the eighth consecutive year.
RESTON, Va. On October 28, 2026, / PRNewswire / -- Burney Company ( Burney ) indicates that the company is a fiduciary investment advisory firm established in 1974, managing assets exceeding $4 billion. It has been selected for CNBC's Financial Advisor top 100 list, ranking 34th, and has been rated as a top financial advisor in Virginia. This marks the eighth consecutive year that the company has made it onto this list.
As one of the earliest entrusted investment advisory institutions and also an early participant in structured quantitative investing, this recognition further confirms Burney's continued leading position in the rapidly evolving advisory industry, as well as its commitment to clients through investment management, wealth management (financial planning and tax consulting), and advisory services.
Today, Burney Wealth Management provides tax-centric wealth management services to individuals, families, and business owners through an integrated team composed of certified financial planners, licensed investment professionals, and their affiliated internal tax consulting team ( Burney Tax Advisors ). With this integrated approach, Burney develops comprehensive financial strategies for clients that cover financial planning, investment management, tax planning, estate planning, and retirement planning.
Through Burney Advisor Services, the company provides institutional quantitative investment and OCIO solutions for registered investment advisors, leveraging its proprietary quantitative stock rating system. The solutions offered include tax-sensitive long-short strategies, Burney U.S., Factor Rotation ETF ( BRNY ), as well as Burney U.S., Equity Select ETF ( BRES ), in addition to independently managed accounts. The company's flagship product, ETF BRNY, has received a five-star overall rating from Morningstar.
Burney President Lowell Pratt stated: "We are very pleased to be recognized once again by CNBC as one of the top consultants in the United States. The industry we are in is at a turning point, and we believe that performance is of paramount importance – this has become ingrained in our DNA. For over 50 years, we have been dedicated to delivering better results for our clients; without the trust that our clients have placed in us, we would not be where we are today."
Burney is headquartered in Reston in Virginia, serving all states across the United States, and has consultants located throughout the country. In March 2026, Burney opened a new office in Nashville, Tennessee. The team's ability to provide services to clients is due to their profound professional capabilities and qualifications, which include 2 doctors, 8 chartered financial analysts, 14 registered financial planners, 2 certified public accountants, and 1 master of taxation.
About Burney Company
Burney Company was established in 1974 and provides investment management and comprehensive financial planning services. Burney Wealth Management is a department of Burney Company that serves individual clients, families, and business owners. Burney Advisor Services offers institutional investment solutions for registered investment advisors. The assets of both institutions and individuals are managed through independent management accounts and ETF.
Important Disclosure
© 2025 Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary information of Morningstar and/or its content providers; (2) may not be copied or distributed; (3) is not guaranteed to be accurate, complete, or timely. Morningstar and its content providers shall not be liable for any loss or damage arising from the use of such information.
Morningstar ratings („star ratings“) for funds apply to managed products that have a history of at least three years, including mutual funds, variable annuities and variable life insurance sub-accounts, exchange-traded funds, closed-end funds, and separate accounts. For comparison purposes, ETF and open-end mutual funds are considered the same type of product. The rating is based on Morningstar’s risk-adjusted return indicator, which takes into account the volatility of managed products’ monthly excess returns, assigns more weight to downward volatility, and rewards stable performance. Morningstar ratings do not include adjustments for sales fees. The top 10% of products in each 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 last 10% receive 1 star. The overall Morningstar rating for a managed product is determined by the weighted average of its three-year, five-year, and ten-year (if applicable) Morningstar rating indicators. The weights are as follows: for a total return period of 36 to 59 months, 100% of the rating is based on the three-year rating; for a total return period of 60 to 119 months, 60% of the rating is based on the five-year rating and 40% on the three-year rating; for a total return period of 120 months or more, 50% of the rating is based on the ten-year rating, 30% on the five-year rating, and 20% on the three-year rating. Although the overall ten-year star rating formula appears to give the highest weight to the ten-year period, the performance of the most recent three years actually has the greatest impact, as it is included in all three rating periods.
The CNBC annual FA ranking was released on October 8, 2026, and is applicable for the year 2026. Burney Company did not pay any fees to CNBC to obtain the qualification for this ranking; however, Burney Company did indeed pay a licensing fee to use the CNBC logo for marketing purposes. The criteria for the ranking can be viewed through the link "2026 Best Financial Advisors: CNBC Financial Advisor 100".
The award CNBC was granted to The Burney Company, which includes the portfolio manager related to Burney Wealth Management as well as nine other associated portfolio managers.
Consulting services are provided by The Burney Company, a company registered as an investment advisor with the U.S. Securities and Exchange Commission. Registration as an investment advisor does not imply possession of a certain level of skills or training.
Before making an investment, it is essential to carefully consider the fund's investment objectives, risks, fees, and expenses. Relevant and other important information is contained in the prospectus, which can be accessed at https :// burneyetfs.com or by calling +1.215.882.9983. Please read the prospectus carefully before investing.
Investment involves risks, and there is a possibility of losing the principal.
The fund is actively managed, and there is a risk that the strategy may not achieve the expected results. BRES is a new fund with limited operating history, making it difficult to assess its performance.
ETF Shares can be bought and sold at market prices on the trading days of their respective exchanges. ETF The market price of these shares may be higher, lower than, or equal to their net asset value (NAV), and it will fluctuate with NAV as well as market supply and demand. ETF Shares can only be redeemed directly from ETF by authorized participants in very large creation units at NAV. There is no guarantee that a active trading market for these shares will be formed or maintained, nor is there any assurance that their listing will continue or remain unchanged. Buying and selling shares on exchanges may incur brokerage commissions, and frequent trading could result in significant brokerage costs, which may diminish investment returns.
Stock and Securities Risks – Stocks and securities such as common stocks are subject to market, economic, and business risks, which can lead to price fluctuations. Growth Stock Investment Risks – Investing in growth stocks can be more volatile than other stocks, as they are more sensitive to investors' expectations regarding the growth prospects of the issuing companies.
Value, Style, Risk – Value investing carries such a risk: investments in undervalued securities may not appreciate as expected, or they may remain undervalued for an extended period of time.
Risks of Small to Medium-Cap Companies – Investments in small to medium-cap companies generally carry higher risks than those in large-cap stocks due to limited resources and inventory, as well as greater sensitivity to adverse environments.
Proactive Risk Management – This fund is of an actively managed type; if the deputy advisor fails to execute the fund's investment strategy, the fund may not be able to achieve its investment objectives.
High turnover risk – It is anticipated that the investment strategy of this fund will result in a higher portfolio turnover rate, which may increase brokerage commission costs and have a negative impact on the fund's performance.
Non-diversified risk. Since this fund is not diversified, it may be more sensitive to economic, commercial, political, or other changes that affect a single issuer or investment. This could lead to greater fluctuations in the value of the fund shares and increase the risk of loss.
This material is for informational purposes only and should not be considered as investment advice or a recommendation for any particular securities, strategy, or investment product. We make no statements or warranties regarding the accuracy or completeness of the information contained herein, including data from third-party sources. The views expressed in this text are as of the date of publication and may change at any time. Without explicit written permission, no part of this material may be reproduced or cited in any other publication. References to other funds should not be construed as an offer or recommendation for those securities.
The fund is distributed by PINE Distributors LLC. The investment advisor for the fund is Empowered Funds LLC, and its operating name is ETF Architect. Burney Company serves as the deputy advisor for this fund. PINE Distributors, LLC have no association with ETF Architect or The Burney Company.
Fund ratings and rankings should not be the sole basis for evaluating funds. The performance data cited represents past performance and does not guarantee future results. Current performance may be higher or lower than the cited data. Investment returns and the value of principal can fluctuate, so the value of shares when investors redeem them may be higher or lower than the original cost. Returns of less than one year are not annualized. For the latest month-end data on BRNY fees and standardized performance, please visit burneyetfs.com / brny.
351 Exchange Notes: The 351 exchange is only available during the listing period of ETF and is a time-limited opportunity. Participants must meet specific qualification requirements and should consult with a tax advisor before participating. This is a tax deferral, not tax exemption – you will still be required to pay capital gains tax when you sell your shares of ETF. The 351 exchange, governed by Section 351 of the United States Internal Revenue Code, allows the transfer of property in exchange for company stock without incurring immediate tax liability. This provision is commonly used for establishing new companies or adding assets to existing companies. It facilitates the conversion of investment forms by shifting from direct ownership of property to indirect ownership through stock, and defers any tax events until the shareholders sell their stock.
As of September 30, 2026, Burney U.S. Factor Rotation ETF ( BRNY ) has been compared and rated against 366 mid-cap hybrid funds over the past three years.
