Boulay Financial Advisors, LLC
● SEC registered since 2001CRD 111334SEC# 801-60141Eden Prairie, MN
Reg. AUM
$3.01B
Employees
45
Accounts
4,384
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 $3 billion in regulatory assets under management and employs 45 people.
Boulay Financial Advisors, LLC owners & executives
19 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bfa Holdings, LLC | Owner | 50-75% | 2022 |
| Boulay, Pllp | Owner | 25-50% | 2001 |
| Catherine Ann Hogan Control | Board Secretary, Chief Compliance Officer, Chief Operating Officer | Under 5% | 2025 |
| Dan Robert Markowitz Control | Governor | Under 5% | 2026 |
| Erik Leigh Allen Control | Governor, Treasurer | Under 5% | 2022 |
| Jay Robert Brown Control | President, Chief Executive Officer, Partner, Governor | Under 5% | 2022 |
| Jon James Melander Control | Partner, Board Chair, Governor | Under 5% | 2023 |
| Laura Lynn Boyd Beise Control | Governer | Under 5% | 2023 |
| Catherine Ann Hogan Control | Member | — | 2024 |
| Chad Michael Carlson Control | Member | — | 2026 |
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Join to unlock · $37/moFrequently asked questions
How much does Boulay Financial Advisors, LLC manage?
Boulay Financial Advisors, LLC reports $3 billion in regulatory assets under management on its Form ADV.
How many employees does Boulay Financial Advisors, LLC have?
Boulay Financial Advisors, LLC reports 45 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
$3.01B▲ 24%
Aug '25Form ADV, monthlyAug '26
How this firm compares
Regulatory AUMTop 17%
Larger than 83% of 16,340 advisers
EmployeesTop 13%
More than 87% of 16,820 advisers
Assets under management
$3.01Bregulatory AUM
Discretionary $2.92BNon-discretionary $93.1M