Two of the industry’s largest and fastest-growing RIAs join forces 

Brookstone and FormulaFolios are combining the best of both firms into a single, $6.5 billion RIA with one purpose: providing independent financial advisors with the technology, marketing and training they need to grow their businesses:

Next-Gen Technology Stack: Exclusive technologies for lead generation, financial planning and proposal development, account aggregation, portfolio analysis and management, and much more.

Financial Planning Support: With a software-enabled planning process, CERTIFIED FINANCIAL PLANNER™ professionals, CFAs and support staff are dedicated to offering one-on-one assistance with financial plan and proposal development.

Investment Selection: An open-architecture platform and targeted model portfolios offer advisors diverse options for investment management for growth, with an emphasis on income strategies for retirement.

Branding and Marketing: With one of the most robust, turnkey digital marketing platforms in the industry, we provide end-to-end support for online lead generation and brand development.

Training and Networking: We work with advisors big and small. Whether you're just getting started or already $100m+ in AUM, we offer training opportunities at each level of business development as well as interactive networking events to continue enhancing your business.

Want to learn how we can help you grow your business?