BOULAY FINANCIAL ADVISORS, LLC
CRD #111334 SEC #801-60141 EDEN PRAIRIE, MN 952-893-9320
SEC Registered
Total AUM
$2.4B
Discretionary
$2.3B
Employees
44
Clients
10
Accounts
4,260
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $2.4B | $2.3B | $82.5M | 44 | 5 |
| Aug 2024 | $2.1B | $2B | $166.5M | 40 | 4 |
| Aug 2023 | $1.9B | $1.7B | $165.4M | 40 | 9 |
| Nov 2022 | $1.9B | $1.7B | $185.5M | 37 | 9 |
| Nov 2022 | $1.9B | $1.7B | $185.5M | 37 | 9 |
| Aug 2022 | $1.9B | $1.7B | $185.5M | 37 | 9 |
| Mar 2022 | $2B | $1.8B | $165.6M | 22 | 29 |
| Nov 2021 | $2B | $1.8B | $165.6M | 22 | 29 |
| Sep 2021 | $2B | $1.8B | $165.6M | 22 | 29 |
| Sep 2021 | $2B | $1.8B | $165.6M | 22 | 29 |
| Aug 2021 | $2B | $1.8B | $165.6M | 22 | 29 |
| Aug 2021 | $2B | $1.8B | $165.6M | 22 | 29 |
| Aug 2020 | $1.5B | $1.4B | $80.5M | 22 | 24 |
| Jun 2020 | $760.9M | $756.2M | $4.6M | 21 | 13 |
| Jun 2020 | $760.9M | $756.2M | $4.6M | 21 | 13 |
| May 2020 | $760.9M | $756.2M | $4.6M | 21 | 13 |
| Jan 2020 | $760.9M | $756.2M | $4.6M | 21 | 13 |
| Aug 2019 | $760.9M | $756.2M | $4.6M | 21 | 13 |
| Aug 2019 | $760.9M | $756.2M | $4.6M | 21 | 13 |
| Jan 2019 | $652.2M | $649.8M | $2.4M | 17 | 0 |
| Nov 2018 | $652.2M | $649.8M | $2.4M | 17 | 0 |
| Sep 2018 | $652.2M | $649.8M | $2.4M | 17 | 0 |
| Aug 2018 | $652.2M | $649.8M | $2.4M | 17 | 0 |
| Aug 2017 | $590M | $588.1M | $1.8M | 17 | 500 |
| Aug 2017 | $590M | $588.1M | $1.8M | 17 | 500 |
| May 2017 | $417.7M | $408.7M | $9.1M | 12 | 300 |
| Oct 2016 | $417.7M | $408.7M | $9.1M | 12 | 300 |
| Aug 2016 | $417.7M | $408.7M | $9.1M | 12 | 300 |
| Aug 2015 | $396M | $388.4M | $7.6M | 12 | 300 |
| Mar 2015 | $358.3M | $340.7M | $17.6M | 12 | 300 |
| Feb 2015 | $358.3M | $340.7M | $17.6M | 12 | 300 |
| Aug 2014 | $358.3M | $340.7M | $17.6M | 12 | 300 |
| Mar 2014 | $336.5M | $321M | $15.5M | 11 | 300 |
| Aug 2013 | $336.5M | $321M | $15.5M | 11 | 300 |
| Jan 2013 | $226.9M | $207M | $19.9M | 11 | 300 |
| Jan 2013 | $226.9M | $207M | $19.9M | 9 | 300 |
| Jan 2013 | $226.9M | $207M | $19.9M | 9 | 300 |
| Aug 2012 | $226.9M | $207M | $19.9M | 6 | 300 |
| Feb 2012 | $258.9M | $236.5M | $22.4M | 6 | 300 |
| Aug 2011 | $258.9M | $236.5M | $22.4M | 10 | -- |
| Jul 2010 | $208.5M | $187.3M | $21.2M | 10 | -- |
| Aug 2007 | $197.9M | $0 | $197.9M | 10 | -- |
| Dec 2005 | $125.2M | $0 | $125.2M | 10 | -- |
| Sep 2005 | $125.2M | $0 | $125.2M | 10 | -- |
| Aug 2004 | $94.4M | $0 | $94.4M | 10 | -- |
| Sep 2001 | $47.5M | $0 | $47.5M | 5 | -- |
DateAug 2025
Total AUM$2.4B
Discretionary$2.3B
Non-Disc.$82.5M
Employees44
Clients5
DateAug 2024
Total AUM$2.1B
Discretionary$2B
Non-Disc.$166.5M
Employees40
Clients4
DateAug 2023
Total AUM$1.9B
Discretionary$1.7B
Non-Disc.$165.4M
Employees40
Clients9
DateNov 2022
Total AUM$1.9B
Discretionary$1.7B
Non-Disc.$185.5M
Employees37
Clients9
DateNov 2022
Total AUM$1.9B
Discretionary$1.7B
Non-Disc.$185.5M
Employees37
Clients9
DateAug 2022
Total AUM$1.9B
Discretionary$1.7B
Non-Disc.$185.5M
Employees37
Clients9
DateMar 2022
Total AUM$2B
Discretionary$1.8B
Non-Disc.$165.6M
Employees22
Clients29
DateNov 2021
Total AUM$2B
Discretionary$1.8B
Non-Disc.$165.6M
Employees22
Clients29
DateSep 2021
Total AUM$2B
Discretionary$1.8B
Non-Disc.$165.6M
Employees22
Clients29
DateSep 2021
Total AUM$2B
Discretionary$1.8B
Non-Disc.$165.6M
Employees22
Clients29
DateAug 2021
Total AUM$2B
Discretionary$1.8B
Non-Disc.$165.6M
Employees22
Clients29
DateAug 2021
Total AUM$2B
Discretionary$1.8B
Non-Disc.$165.6M
Employees22
Clients29
DateAug 2020
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$80.5M
Employees22
Clients24
DateJun 2020
Total AUM$760.9M
Discretionary$756.2M
Non-Disc.$4.6M
Employees21
Clients13
DateJun 2020
Total AUM$760.9M
Discretionary$756.2M
Non-Disc.$4.6M
Employees21
Clients13
DateMay 2020
Total AUM$760.9M
Discretionary$756.2M
Non-Disc.$4.6M
Employees21
Clients13
DateJan 2020
Total AUM$760.9M
Discretionary$756.2M
Non-Disc.$4.6M
Employees21
Clients13
DateAug 2019
Total AUM$760.9M
Discretionary$756.2M
Non-Disc.$4.6M
Employees21
Clients13
DateAug 2019
Total AUM$760.9M
Discretionary$756.2M
Non-Disc.$4.6M
Employees21
Clients13
DateJan 2019
Total AUM$652.2M
Discretionary$649.8M
Non-Disc.$2.4M
Employees17
Clients0
DateNov 2018
Total AUM$652.2M
Discretionary$649.8M
Non-Disc.$2.4M
Employees17
Clients0
DateSep 2018
Total AUM$652.2M
Discretionary$649.8M
Non-Disc.$2.4M
Employees17
Clients0
DateAug 2018
Total AUM$652.2M
Discretionary$649.8M
Non-Disc.$2.4M
Employees17
Clients0
DateAug 2017
Total AUM$590M
Discretionary$588.1M
Non-Disc.$1.8M
Employees17
Clients500
DateAug 2017
Total AUM$590M
Discretionary$588.1M
Non-Disc.$1.8M
Employees17
Clients500
DateMay 2017
Total AUM$417.7M
Discretionary$408.7M
Non-Disc.$9.1M
Employees12
Clients300
DateOct 2016
Total AUM$417.7M
Discretionary$408.7M
Non-Disc.$9.1M
Employees12
Clients300
DateAug 2016
Total AUM$417.7M
Discretionary$408.7M
Non-Disc.$9.1M
Employees12
Clients300
DateAug 2015
Total AUM$396M
Discretionary$388.4M
Non-Disc.$7.6M
Employees12
Clients300
DateMar 2015
Total AUM$358.3M
Discretionary$340.7M
Non-Disc.$17.6M
Employees12
Clients300
DateFeb 2015
Total AUM$358.3M
Discretionary$340.7M
Non-Disc.$17.6M
Employees12
Clients300
DateAug 2014
Total AUM$358.3M
Discretionary$340.7M
Non-Disc.$17.6M
Employees12
Clients300
DateMar 2014
Total AUM$336.5M
Discretionary$321M
Non-Disc.$15.5M
Employees11
Clients300
DateAug 2013
Total AUM$336.5M
Discretionary$321M
Non-Disc.$15.5M
Employees11
Clients300
DateJan 2013
Total AUM$226.9M
Discretionary$207M
Non-Disc.$19.9M
Employees11
Clients300
DateJan 2013
Total AUM$226.9M
Discretionary$207M
Non-Disc.$19.9M
Employees9
Clients300
DateJan 2013
Total AUM$226.9M
Discretionary$207M
Non-Disc.$19.9M
Employees9
Clients300
DateAug 2012
Total AUM$226.9M
Discretionary$207M
Non-Disc.$19.9M
Employees6
Clients300
DateFeb 2012
Total AUM$258.9M
Discretionary$236.5M
Non-Disc.$22.4M
Employees6
Clients300
DateAug 2011
Total AUM$258.9M
Discretionary$236.5M
Non-Disc.$22.4M
Employees10
Clients--
DateJul 2010
Total AUM$208.5M
Discretionary$187.3M
Non-Disc.$21.2M
Employees10
Clients--
DateAug 2007
Total AUM$197.9M
Discretionary$0
Non-Disc.$197.9M
Employees10
Clients--
DateDec 2005
Total AUM$125.2M
Discretionary$0
Non-Disc.$125.2M
Employees10
Clients--
DateSep 2005
Total AUM$125.2M
Discretionary$0
Non-Disc.$125.2M
Employees10
Clients--
DateAug 2004
Total AUM$94.4M
Discretionary$0
Non-Disc.$94.4M
Employees10
Clients--
DateSep 2001
Total AUM$47.5M
Discretionary$0
Non-Disc.$47.5M
Employees5
Clients--