FormulaFolios is now part of Brookstone.

Brookstone and FormulaFolios have merged to create a $6.5 Billion+ RIA. Together, we've created one of the largest RIAs 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.

Dean Zayed, CEO of Brookstone

More about our merger.

What’s expanding?
  • Enhanced Resources: Over the next few months, efforts will be made to consolidate, expand and roll out the best offerings from each organization.
  • Larger Team and Greater Capabilities: More employees and specialists to serve you, including in-house CERTIFIED FINANCIAL PLANNER™ professionals, CFAs, marketing professionals, software engineers, trainers and more.
  • Technologies: Operations, practice management, financial planning and account management technologies will remain intact; however, efforts will be made to integrate the best offerings from each organization.
  • Training Events: Training programs, including core and advanced trainings, as well as annual events.
  • Investment Platform: With an open-architecture platform and targeted model portfolios, affiliated advisors will have access to diverse options for investment management.
What’s staying the same?
  • The Executive Team: Dean Zayed as the CEO of the combined entity; Darryl Ronconi, President and COO; Jason Wenk, Executive Director; Jason Crump, VP Relationship Management; and Joel VanWoerkom, VP of Operations.
  • Locations: FormulaFolios will continue to operate from its office in Grand Rapids, MI, and Brookstone will continue to operate from its office in Wheaton, IL. A satellite office in Costa Mesa, CA will remain open as well.
  • Business Processes and Procedures: Service and support for new business, financial planning, portfolio design, compliance, marketing and similar will remain in place.
  • Compensation: Payout structure, frequency and methods are unchanged.
  • Company Values: We’re helping the retirement-focused advisor better serve their clients with the most robust, cost-effective business platform available.

Frequently Asked Questions

Advisor Impact

Client Impact

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