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Firm profile

Boulay Wealth

EDEN PRAIRIE, MNCRD 111334Registration Status: ApprovedEffective since April 17, 2001Latest ADV August 19, 2026

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
$3.0B
Employees
45
Offices
--
Total Clients
1,123

Associated firm names

2 names listed
  • BOULAY FINANCIAL ADVISORS, LLC
  • BOULAY WEALTH
Primary office
EDEN PRAIRIE, MN
11095 VIKING DRIVE, SUITE 500, EDEN PRAIRIE, MN, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

3 roles identified
CEOJay R. Brown
CCOCatherine A. Hogan
COOCatherine A. Hogan

Advisory services offered

7 types reported
Educational seminars/workshops
Financial Planning Services
Other advisory services

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges

Client Coverage Demographics

Top client segmentHNWI represent 56.1% of total clients.
Top client categories% of clientsClients
1
HNWI
56.1%
630
2
Individuals
41.5%
466
3
Pension Plans
1.2%
14
4
Corporations
1.2%
13
Categories with <5 clients
Charitable Organizations<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$3.0Bas of August 19, 2026
Discretionary96.9%
$2.9B
97% of total RAUM96.9%
Non-discretionary3.1%
$93M
3% of total RAUM3.1%
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.

Total AUM$3.0B
Total Accounts4,384
10Y AUM Change+$2.6B (+620.3%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees45
Clients per Employee25:1
10Y Employee Change+33 (+275.0%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* 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.