Financial ADVSR advisor directory · SEC adviser records
Boulay Wealth financial advisors
Every SEC-registered investment adviser representative at Boulay Wealth, by the state and city of the office they work from.
32 registered advisors work at Boulay Wealth, in 1 state and 2 cities; the most are in Eden Prairie, MN (31). 18 list the CFP designation and 3 are also registered broker representatives.
Search every Boulay Wealth advisor by name →Who joined and left Boulay Wealth →Boulay Wealth: assets, clients and custodians →
Cities with the most Boulay Wealth advisors
Boulay Wealth advisors by state
Questions
How many financial advisors does Boulay Wealth have?
32 investment adviser representatives are registered with Boulay Wealth, according to the SEC's Investment Adviser Public Disclosure records, in 1 states and 2 cities. 18 list the CFP designation and 3 are also registered as broker representatives.
Where does Boulay Wealth have the most advisors?
Eden Prairie, MN, with 31 registered advisors, then Minneapolis, MN (1). By state, Minnesota has the most, with 32.
How do I find a Boulay Wealth financial advisor near me?
Pick your state below, then your city, to see every Boulay Wealth advisor registered at an office there. Each one links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. An advisor registered at Boulay Wealth offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →