Boulay Financial Advisors, LLC
● SEC registered since 2001CRD 111334SEC# 801-60141Eden Prairie, MN
Reg. AUM
$2.42B
Employees
44
Accounts
4,260
Location
Eden Prairie, MN
Boulay Financial Advisors, LLC assets under management
Boulay Financial Advisors, LLC operates as an SEC-registered investment adviser based in Eden Prairie, MN. The firm has been registered since 2001. It reports $2.4 billion in regulatory assets under management and employs 44 people.
Boulay Financial Advisors, LLC owners & executives
17 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bfa Holdings, LLC | Owner | 25-50% | 2022 |
| Boulay, Pllp | Owner | 50-75% | 2001 |
| Catherine Ann Hogan Control | Board Secretary, Chief Compliance Officer, Chief Operating Officer | Under 5% | 2025 |
See all 17 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Boulay Financial Advisors, LLC manage?
Boulay Financial Advisors, LLC reports $2.4 billion in regulatory assets under management on its Form ADV.
How many employees does Boulay Financial Advisors, LLC have?
Boulay Financial Advisors, LLC reports 44 employees.
Where is Boulay Financial Advisors, LLC located?
Boulay Financial Advisors, LLC is based in Eden Prairie, MN and has been SEC-registered since 2001.
Does Boulay Financial Advisors, LLC disclose fund performance?
Boulay Financial Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 11095 Viking Drive, Suite 500, Eden Prairie, MN 55344 |
| Phone | 952-893-9320 |
| Fax | 952-893-3830 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 2056342 |
| Discloses disciplinary history | No |
Regulatory AUM
$2.42BNo change
Aug '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 20%
Larger than 80% of 16,271 advisers
EmployeesTop 13%
More than 87% of 16,825 advisers
Assets under management
$2.42Bregulatory AUM
Discretionary $2.34BNon-discretionary $82.5M