RIA Intel›Advisers›Minnesota›BOULAY FINANCIAL ADVISORS, LLC

BOULAY FINANCIAL ADVISORS, LLC

Advisory

N·EDEN PRAIRIE, MN

Data as of Aug 27, 2024 · Source: SEC Form ADV

Total AUM

$2.4B

1-Year AUM Growth

+13.8%

3-Year CAGR

+2.0%

Employees

32

Assets Under Management

Total AUM$2.4B

Discretionary AUM$2.3B

Non-Discretionary AUM$83M

Discretionary %96.6%

Total Clients1,135

Team

Total Employees32

Investment Advisers44

Employee Growth (1Y)+22.7%

Filing History

Total Filings on Record53

First FilingMar 28, 2001

Latest FilingAug 27, 2024

🔒 Full AUM trend chart and 53 historical filings spanning 23+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on BOULAY FINANCIAL ADVISORS, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.