FormulaFolios Named to 2018 Financial Times 300 Top Registered Investment Advisers

June 28, 2018 – FormulaFolios is pleased to announce it has been named to the 2018 edition of the Financial Times 300 Top Registered Investment Advisers.

The list recognizes top independent RIA firms from across the U.S.
This is the fifth annual FT 300 list, produced independently by the Financial Times in collaboration with Ignites Research, a subsidiary of the FT that provides business intelligence on the asset management industry.

RIA firms applied for consideration, having met a minimum set of criteria. Applicants were then graded on six factors: assets under management (AUM); AUM growth rate; years in existence; advanced industry credentials of the firm’s advisers; online accessibility; and compliance records. There are no fees or other considerations required of RIAs that apply for the FT 300.
FormulaFolios’ CEO, Jason Wenk, remarks on the accolade—
It’s a huge honor to be a part of the FT 300 with so many great advisory firms. It’s a true testament to the effort of our team and financial advisor partners. We all believe investors deserve better and are working tirelessly on their behalf.”
This is the second year FormulaFolios has been named to the list. Headquartered in Grand Rapids, MI, FormulaFolios was ranked as the 10th fastest-growing private company in the country by Inc. 500 in 2017. They recently opened a “creative lab” in Orange County, California that houses engineer and design teams dedicated to building products focused on improving the investment experience for investors.
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Lies Rusticus
VP of Client Services

As the head of Client Services, Lies ensures each investor has a world-class experience when joining FormulaFolios. She also provides training to our advisors and their staff throughout the country to ensure consistent, high-class service is provided throughout the country.