RIA IntelAdvisersLouisianaBONFANTI INVESTMENT SERVICES, LLC

BONFANTI INVESTMENT SERVICES, LLC

Advisory

PRAIRIEVILLE, LA

Data as of Jan 26, 2026 · Source: SEC Form ADV

Rank in LA
#116
of 142 advisers by AUM
Average account
$121K
across 543 accounts
AUM per adviser
$66M
1 advisers

Source: SEC Form ADV. Figures as filed Jan 26, 2026.

Total AUM
$66M
1-Year AUM Growth
3-Year CAGR
Employees
1
Assets Under Management
Total AUM$66M
Discretionary AUM$66M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients304
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InLA, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in LA

Closest by assets under management. All figures from Form ADV.

FINAL ASCENT WEALTH ADVISORS, LLC
LAFAYETTE, LA
$65M
DALTON, JOHN, HANSEN
METAIRIE, LA
$65M
+8.3% 1Y
BENEDICT WEALTH MANAGEMENT, LLC
BATON ROUGE, LA
$65M
VERMILION ASSET MANAGEMENT, LLC
LAFAYETTE, LA
$64M
-3.4% 1Y
MARTIN & ASSOCIATES INVESTMENT ADVISORY SERVICES, LLC
MANDEVILLE, LA
$69M
0.0% 1Y
B F ANDERSON & CO. INC.
BATON ROUGE, LA
$63M
-32.9% 1Y

Get the full picture on BONFANTI INVESTMENT SERVICES, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track BONFANTI INVESTMENT SERVICES, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans