Growing Firm Size Brookstone Capital Management, having acquired FormulaFolios, is rapidly expanding within the RIA space aiming to become one of the largest independent advisory firms, presenting opportunities for financial technology and service partnerships tailored to large-scale investment management.

Active Investment Strategy Brookstone’s recent substantial investments in ETFs, VIX futures, and select stocks like Estée Lauder suggest a dynamic, opportunistic approach to asset management, opening avenues for partnerships in alternative investment products, analytics, and risk management technologies.

Market Engagement With a revenue range of 10 to 25 million dollars and a focus on independent retirement advisors, there’s significant potential to introduce scalable financial tools, compliance solutions, and client engagement platforms tailored for mid-sized financial advisory firms.

Industry Positioning As part of a competitive landscape with firms of similar size and revenue, Brookstone’s growth trajectory offers an opportunity for financial service vendors to collaborate on advanced portfolio management, CRM solutions, and compliance services aimed at buoying their market expansion.