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FormulaFolios is now part of Brookstone.

Brookstone and FormulaFolios have merged to create one the fastest growing and largest RIAs in the country catering to independent retirement advisors.

Hello.

We're excited to welcome FormulaFolios advisors to Brookstone and reiterate our commitment to delivering an asset management platform that will allow your business to continue moving forward.

Brookstone and FormulaFolios are premier RIAs for independent, retirement-focused advisors. We share similar philosophies and have invested heavily in the services we offer to our advisor-clients. Combining resources, technologies and investment solutions will create a more comprehensive, cost-efficient advisor experience.

To those who've been with us as we’ve built our respective platforms, thank you. To those of you new to Brookstone, we’re eager to work with you and show you how our knowledge, tools, and services can help grow your business.

Nationwide support

Brookstone maintains both companies’ headquarters in Chicago and Grand Rapids, Mich. The more than 100 employees working between these two offices, we strive to help financial advisors across the country grow their business and better serve their clients.

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Our business-building solutions

The company will leverage the best of its combined resources to provide advisors with an array of business-building solutions. Highlights include:
Exclusive technologies for lead generation, financial planning
Next-Gen Technology

Exclusive technologies for lead generation, financial planning and proposal development, account aggregation, portfolio analysis and management, and more.

assistance with financial planning and proposal development
Financial Planning

With a software-enabled planning process, CFP™ professionals, CFAs and other support staff are dedicated to offering one-on-one assistance with financial plan and proposal development.

diverse options for investment management for growth
Investment Selection

An open-architecture platform offers advisors diverse options for investment management for growth, with an emphasis on income strategies for retirement.

Marketing support for online lead generation and brand development
Marketing

With one of the most robust digital marketing platforms in the industry, the company provides end-to-end support for online lead generation.

training opportunities at each level of business development
Training

From working with newly appointed advisors to established advisors, the company offers training opportunities at each level of business development.

interactive networking opportunities among advisors and leaders of the firm
Networking

As well as training, our national events and conference provide interactive networking opportunities among advisors and leaders of the firm.

Discover how Brookstone can help you grow your practice.

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