State-registered independent wealth management RIA
BF/Anderson
As of its Form ADV filed March 23, 2026, BF/Anderson, a state-registered independent wealth management RIA in Baton Rouge, Louisiana, reported $62.6 million in regulatory assets under management across 88 accounts, ranking #79 among independent RIAs in Louisiana by assets.
Registration
- Main office
- Baton Rouge, LA
- Registration
- State-registered, Approved
- CRD number
- 109050
- SEC file number
- None (state-registered)
- Registered since
- May 21, 2012
- Latest Form ADV filing
- March 23, 2026
- Legal name
- B F ANDERSON & CO. INC.
- Organized as
- Corporation
- Fiscal year ends
- December
- Other offices
- 0
Key figures
- Regulatory assets under management
- $62.6 million
- Discretionary
- $54.6 million (87.2%)
- Non-discretionary
- $8.0 million
- Accounts
- 88 (71 discretionary)
- Clients
- 65, approximate as reported
- Employees
- 3
- Advisory staff
- 2 performing investment advisory functions
- Average account
- $710,920
- Asset growth, 1 year
- Not reported
- Asset growth, 3-year annual rate
- Not reported
- Asset growth, 5-year annual rate
- Not reported
- Client growth, 1 year
- Not reported
Independent wealth management RIA: individual and high net worth clients hold at least half of its regulatory assets, it offers financial planning or portfolio management for individuals, and it is not a broker-dealer, a bank or part of one by the directory's rules. How firms are classed.
Growth rates come from the SEC's yearly snapshots and are left blank when the years are not comparable.
Rankings
Among independent wealth management RIAs.
| Ranking | Nationally | In Louisiana | Value |
|---|---|---|---|
| Largest independent RIAs by assets under management | #9,783 | #79 | $62.6 million |
| Independent RIAs with the most clients | #10,906 | #98 | 65 |
| Independent RIAs with the most accounts | #11,787 | #100 | 88 |
| Independent RIAs with the most advisory staff | #6,488 | #57 | 2 |
| Independent RIAs with the most high net worth clients | #10,316 | #84 | 16 |
Assets over time
Data table
| As of | RAUM |
|---|---|
| October 1, 2010 | $31.0 million |
| October 3, 2011 | $42.2 million |
| October 7, 2026 | $62.6 million |
Clients and services
Client mix
| Measure | Bar | RAUM |
|---|---|---|
| High net worth individuals 16 clients | $32.2 million | |
| Corporations or other businesses fewer than 5 clients | $20.1 million | |
| Individuals (other than high net worth) 42 clients | $5.7 million | |
| Insurance companies fewer than 5 clients | $3.9 million | |
| Charitable organizations fewer than 5 clients | $567,769 | |
| Pooled investment vehicles 1 client | $126,641 |
How the firm is paid
- A percentage of assets under management
- Other
Advisory services
- Portfolio management for individuals or small businesses
- Portfolio management for businesses or institutional clients
Wrap fee program sponsor or portfolio manager: yes.
Other business, affiliations and custody
Other business activities (Item 6.A)
None reported.
Financial industry affiliations (Item 7.A)
None reported.
Custody (Item 9)
The firm reported no custody of client cash or securities.
Investment adviser representatives
- IARs registered with the firm
- 3
- Also registered through a broker-dealer
- 0
- Employees who are IARs (Form ADV 5.B(3))
- 3
0 of the firm's 3 IARs are registered in jurisdictions that require IAR CE. IAR CE requirements by state.
Counts only. AdvisorIQ does not list individual people.
Disclosures
Our source has no Form ADV Item 11 detail for this firm. See the detail on IAPD.
Succession and acquired firms
On Form ADV Item 4 the firm did not report succeeding to another adviser's business.
Similar-sized firms in Louisiana
| Firm | City | RAUM |
|---|---|---|
| Bonfanti Investment Services, LLC | Prairieville | $65.7 million |
| Final Ascent Wealth Advisors, LLC | Lafayette | $65.1 million |
| Vermilion Asset Management, LLC | Lafayette | $63.7 million |
| Heritage Capital Management, Inc. | Monroe | $61.4 million |
| A-V Capital Management, LLC | Metairie | $59.5 million |
The five independent RIAs nearest in regulatory assets with a main office in the same state.
Elsewhere
- BF/Anderson on IAPD: Form ADV, brochures and disclosure detail.
- Firm website: www.bfanderson.com
- Independent RIAs in Louisiana
Firm data as of October 7, 2026, from IA_FIRM_STATE_Feed_10_07_2026.xml.gz. Figures are as the firm reported them; corrections are made on Form ADV and appear after the next monthly reload.
Data as of October 7, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.