Burrus Financial Services

What Burrus Financial Services does

Burrus Financial Services is a privately held investment advisory firm headquartered in Salt Lake City, Utah, founded in 2006. The firm operates with a small staff of 1-10 employees and presents itself through the domain burrus.biz, positioning within the U.S. investment advisory market where it presumably delivers financial planning, portfolio management, or related wealth advisory services to individual or institutional clients.

No information is available regarding the firm's specific product offerings, underlying technology platforms, fee structure, or target client segments. The company's own web presence, as captured in the source data, returns only a verification placeholder ("One moment, please... Please wait while your request is being verified"), which limits direct insight into product architecture or go-to-market mechanics. All technology, products, customer, and partnership fields in the available source data are empty.

The firm has operated under the same legal name since 2006 with no disclosed leadership team, no documented funding history, no M&A activity, and no certifications or regulatory actions on record in the supplied data. This places the firm in the category of a small, long-standing but data-opaque advisory practice. The absence of disclosed product details, pricing models, or client logos means any assessment of business model mechanics is necessarily limited to the standard small-RIA template: fee-based advisory revenue, concentrated local client base, and relationship-driven distribution.

Name

Burrus Financial Services

Website

https://burrus.biz

Company type

Private

Founded year

2006

Headcount range

1–10 employees

Short description

Burrus Financial Services is a privately held U.S. investment advisory firm founded in 2006 and headquartered in Salt Lake City, Utah, operating with 1-10 employees and serving clients in the domestic wealth advisory market.

Ownership category

akta.pro rank

Product category

Investment Advisory

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro industry

PRIMARYBPAHAOAL

Capital Markets Advisory (IPO Readiness, SPAC, ECM/DCM Advisory)

Business & Public Services/Professional Services (Legal, Accounting, Consulting)/M&A, Transaction & Restructuring Advisory

Keywords

• Investment advisory services
• Wealth management
• Financial planning
• Portfolio advisory
• Personal investment advice

Headquarters

HQ city

Salt Lake City

HQ country

United States

HQ region

North America

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales

Core offering

Burrus Financial Services is classified as an investment advisory firm operating from Salt Lake City, United States. It provides investment advisory services, helping clients make investment decisions and manage portfolios. Specific details on products, fee structures, and client types are not available from the source material.

Differentiator

Problem solved

Functional benefit

Ideal customer profiles1 record

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Broad incumbents

• Edward Jones: Large retail-focused investment advisory and brokerage franchise serving mass-affluent individuals with personalized financial planning; directly comparable as a full-service wealth advisory model, but at vastly greater scale and geographic reach.
• Fisher Investments: Privately held investment advisory firm managing portfolios primarily for high-net-worth retail investors; directly comparable in core business of discretionary investment advisory to individuals, materially larger AUM.
• Raymond James Financial Services: Broker-dealer and RIA-friendly wealth management platform supporting thousands of independent financial advisors who run their own advisory practices; comparable business model to a small independent RIA in the same channel, with material scale advantages.
• Charles Schwab Personal Advisor Services: Custodian-led advisory service combining portfolio management with CFP-guided planning for retail investors; competes head-on for the same mass-affluent and HNW households an independent RIA targets.
• Vanguard Personal Advisor Services: Low-fee, hybrid digital-and-advisor wealth advisory service offered by one of the largest asset managers; directly comparable in scope of personalized investment advice with notable cost advantage.
• Merrill Lynch Wealth Management: Wirehouse wealth management franchise providing investment advisory, financial planning, and brokerage services to affluent and HNW individuals; comparable end-client profile and full-service model, but embedded inside a global bank.

Others

• LPL Financial: Largest U.S. independent broker-dealer and RIA custodian platform; comparable as the operating environment in which thousands of small independent advisory firms (similar in size to the subject) run their practices, with potential affiliation value.
• Cambridge Investment Research: Independent broker-dealer and RIA platform hosting thousands of small advisory practices; comparable in size, structure, and customer base, and a logical custodian/affiliation partner.
• Cetera Financial Group: Independent advisor platform supporting financial advisors and small RIAs with custody, compliance, and technology; an affiliation or acquirer candidate comparable in scale and operating model to a small Salt Lake City RIA.

Emerging players

• Facet Wealth: Digital-first RIA delivering flat-fee financial planning and investment management to mass-affluent clients remotely; comparable target customer and fee philosophy, but using a tech-enabled delivery model that small traditional RIAs typically cannot match.

Market position

Strengths3 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights4 records

Customer concentration

• LinkedInlinkedin.com/company/burrus-financial-services-inc

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Burrus Financial Services