FormulaFolio Investments

Founded in 2011, FormulaFolios is a Registered Investment Adviser (RIA) that uses money management algorithms to eliminate emotion from the investment processes and empowers financial advisors to better serve their clients. FormulaFolios serves hundreds of financial advisors and thousands of clients nationwide and manages $3.64 billion in assets as of Dec. 31, 2019. It has offices in Grand Rapids, Mich., and Costa Mesa, Cali.