EDEN PRAIRIE, MNCRD 111334Latest ADV August 29, 2025
Boulay Financial Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Eden Prairie, MN. Its latest Form ADV filing, dated August 29, 2025, reports $2.4B in regulatory assets under management, 44 employees, 1 office, and 4,260 accounts.
Assets Under Management
$2.4B
Employees
44
Offices
1 office
Total Clients
1,135
Primary office
EDEN PRAIRIE, MN
11095 VIKING DRIVE, SUITE 500, EDEN PRAIRIE, MN, United States
Top client segmentIndividuals represent 50.4% of total clients.
Top client categories% of clientsClients
1
Individuals
50.4%
572
2
HNWI
47.0%
534
3
Corporations
1.4%
16
4
Pension Plans
0.7%
8
5
Charitable
0.4%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.4Bas of August 29, 2025
Discretionary96.6%
$2.3B
97% of total RAUM96.6%
Non-discretionary3.4%
$83M
3% of total RAUM3.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$2.4B
Total Accounts4,260
10Y AUM Change+$2.0B (+479.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees44
Clients per Employee26:1
10Y Employee Change+32 (+266.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.