FormulaFolios is a Registered Investment Advisor (RIA) that serves financial advisors. Our money management algorithms help eliminate emotion from the investment processes, empowering advisors to better serve their clients.
We also provide financial advisors with comprehensive marketing products and services, helping them streamline their operations, reduce costs, and grow their businesses
Since our founding in 2011, our mission to disrupt the financial services industry and build a culture of Doing Good has resonated in the market, resulting in rapid and sustained growth. In 2018, we earned recognition as one of the 500 fastest-growing companies in the US by Inc Magazine for the third consecutive year.
With over $3 billion in assets under management and nearly 100 employees, we have offices in Grand Rapids, MI and Costa Mesa, CA.